AAA Team

Corporate India 4QFY22 result season is over and we must say that Corporate India Inc delivered a reasonable satisfactory performance in challenging times. While India faced the third wave of...

In FY22, India hit a major milestone of merchandise exports of over USD400bn for the first time. This is a strong 44% higher than FY21 and a full 27% higher...

“Change is inevitable in life. You can either resist it and potentially get run over by it, or you can choose to cooperate with it, adapt with it, and learn...

Geopolitical tensions involving Russia and Ukraine have been a source of market volatility in recent weeks. As Russia is one of the largest commodity producers, any delay in resolving the...

The year 2022 has had a rocky start. Equity markets globally witnessed sharp sell-off. India also witnessed similar trends. The BSE-30 and Nifty-50 rose around 5% by January 17, only...

2021 was a winning year for Indian equity investors as Nifty rallied by ~24%, outperforming most emerging markets. Corporate India delivered robust earnings growth despite a severe second wave of...

"… favored business must have two characteristics: (1) an ability to increase prices rather easily without fear of significant loss of either market share or unit volume, and (2) an...

We have been bullish on Indian equity market as we believe that corporate India to deliver strong earnings growth. 2QFY22 results of corporate India, reconfirms our view on revival of...

During the last six months, as Sensex is making new lifetime high, the investors are increasingly getting concerned about the market valuations. The common perception is that liquidity is a...

In our September 2020 insights titled “Key Investment Themes to Capitalize on the Covid-19 Crisis”, we highlighted how companies at the forefront of automation and innovation would be the big...