Welcome to the 20th edition of our Weekly Musings! Amidst better-than-expected Q3 earnings and strong FII flows, the benchmark indices hit their all-time highs in the week that ended on January 15th, 2021, however, the rally came to a halt…
Welcome to the 18th edition of our Weekly Musings! The fall in 2020 started with the news of coronavirus induced pandemic and the subsequent lockdowns imposed by the government. The flagship indices, the Sensex and Nifty 50 declined by more than 35%…
Welcome to the 17th edition of our Weekly Musings! The Indian economy, after facing a severe blow in the first quarter of this financial year, is unquestionably recovering at a faster pace than anticipated earlier. Whilst the high-frequency indicators have…
Welcome to the 16th edition of our Weekly Musings! In the musings published last week, we discussed how India’s manufacturing and real estate sectors continue to witness a V-shaped recovery as the pent-up and festive demand have led to a…
Welcome to the 15th Edition of our Weekly Musings! India’s economic activities continue to witness a V-Shaped recovery as the nation’s index of Industrial Production (IIP) swings upwards by 3.6%, thus beating all the market estimates. As outlined in our…
Welcome to the 14th edition of our Weekly Musings! The calendar Year 2020 has seen the worst as well as the best of India’s broader markets. The fall started with the news of coronavirus induced pandemic and the subsequent lockdowns…
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