+91 80 41281 383 • Srinivasam, No. 20, 9th Cross, 6th Main, Malleshwaram, Bengaluru
13 December, 2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: India’s Q2 FY23 GDP Grows In line With Market Expectation .Q2 FY23 Corporate Earnings .India is nearing the Peak of Interest Rate Hike .US Equity: NASDAQ converging with Dow Jones . ₹ 1.4 Lakh Crore of GST Collection is the New Normal
14 November, 2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Indian Equity market is Standing Strong Amidst Global Issues, Highest ever DII Inflows in a Calendar Year, Shift of Sector Leadership, Stagnation of All Asset Class, Inflation is Cooling-Off.
18 October, 2022
Home loans have either floating or fixed interest rates. And the RBI MPC has hiked the repo rate. The article looks at whether you should prepay your home loan or continue paying the EMIs in light of the new variables in the market.
12 October, 2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: India’s Growth Continues to Diverge from Global Growth, India… A Fast-Growing Economy with lower Leverage than the World, INR standing relatively strong against USD, Noise of High Inflation will be a Thing of Past!, Indian Equity is Fairly Valued.
01 October, 2022
The article looks at the current inflation worries in the US as the core CPI is still moving up; FED’s action to tame the inflation and the expert’s view if there is any reason for a panic in the long-term.
13 September, 2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Indian equity continues to out-perform YTD 2022, DIIs Turn Sellers after 17 months, FII inflows highest since Dec'2020, Credit growth at highest Level since Jul'2019, India’s GDP Grows at 13.5% in Q1 FY22-23, Inflation is Cooling Off !
12 August, 2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Inflation slightly cooled-off at 7.01% in June' 2022 from 7.04% reached in May' 2022. Record GST collection of ₹ 1.48 Lakh Cr in July' 2022. Current market cap to GDP ratio is at 101%. Brent crude prices slightly corrected by 4% In July' 2022
14 July, 2022
Over the past six months the market has swung from all-time highs to a low and now a place where people believe that the worst may be over. Where is the global market headed? The article tries to make some sense of the ensuing mayhem to arrive at a consensus.
13 July, 2022
Following the global economy, the Indian economy has responded more positively. The article looks at where future earnings growth would be driven from.
12 July, 2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Inflation slightly cooled-off at 7.04% in May'2022 from 7.79% reached in Apr'2022 .Record GST collection of ₹1.44 Lakh Cr in Jun'2022 .Yield moved to 7.45% from 7.14% in Jun'2022 .DIIs poured ₹46,599 Cr into Indian equities in Jun'2022 end
09 June, 2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Inflation reached 7.79% in Apr, 2022 .Brent crude prices increased by by 10% In May, 2022 .GDP growth of India is reported at 8.7% .Current market cap to GDP ratio is at 98% .Record high GST collection of Rs.1.4 Lakh Cr in May, 2022
17 May, 2022
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Inflation reached 6.95% in Mar'2022 .Brent crude prices decresed by -1% In Apr'2022 .DIIs poured ₹29,870 Cr into Indian equities in Apr'2022 .Yield moved from 6.84% to 7.14% in Apr'2022 end .Record high GST collection of ₹1.68 Lakh Cr in Apr'2022 .In USA, inflation is 8.5% in Mar'2022 .It is 21.87% off from recent peak levels of the market