Market Outlook

Despite its global ambitions, China stands on shaky economic ground. Its stock market has barely moved in the past 16 years, reflecting deep-rooted structural issues.… Read More »The Bear Case for China

Let’s start with the elephant in the room: global markets have taken a beating with the imposition of tariffs by US and China also reciprocating… Read More »What the Big Reset in Global Markets Means for Investors in 2025-26

Speakers: Manoj Trivedi, Ram Medury Introduction We recently hosted our monthly economic and market outlook discussion, diving deep into the evolving global landscape and investment… Read More »Economy and Market Updates – Conference Call on 22 March 2025

As we approach the end of the financial year, all eyes are on the fourth quarter (Q4) and how it will shape the markets. Historically,… Read More »How is Q4 Likely to Shape Up This Year and Its Impact on Markets

Trade policies, inflation, and stretched market valuations are creating a fragile setup for global markets as we move into the latter half of 2025. With… Read More »Will Tariffs Lead to a Big Global Market Correction?

The Indian stock market has experienced a significant correction over the past six months, with the Nifty50 plummeting from 25,200 levels to around 22,500 levels… Read More »The Market Fall – Factors and Implications (Feb 2025)

HDFC Bank, India’s premier private sector bank, has carved a niche in the financial sector with its market dominance and consistent, robust financial outcomes. It… Read More »HDFC Bank: Steering Through Challenges

In recent times, the global financial landscape has been like a vast ocean, with waves of uncertainty crashing against the shores of various economies. Amid… Read More »Market Update – Mid March 2024

Here is a summary of a few discussions we recently had on various topics and sectors of Indian markets – End Nov 2022. As SEBI… Read More »Wealth Management, Investment Advisory & Portfolio Management Update on Insurance, Fertilisers, Energy & PSUs | Indian Markets – End Nov 2022

We usually do not recommend any specific sector because we believe in a well-diversified portfolio across industries. It is also difficult to predict which sector… Read More »What Sectors look promising to invest as of Dec 2022