The Bear Case for China
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
Insights Blog
What the Big Reset in Global Markets Means for Investors in 2025-26
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
Economy and Market Updates – Conference Call on 22 March 2025
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
How is Q4 Likely to Shape Up This Year and Its Impact on Markets
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
Will Tariffs Lead to a Big Global Market Correction?
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 Market Fall – Factors and Implications (Feb 2025)
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)
PTI
Topic Published In FPIs APRIL 2022
ET Edge Insights
Topic Published In Decoding India’s Budget February 2025
CXO
Topic Published In Budget Union 2025 January 2025
People Matters
Topic Published In Budget 2025 January 2025