Insights

India is in an advantageous position amid global uncertainty. According to the Recession Probabilities Worldwide 2023 data, India has a 0% recession probability this year vs. 75% and 65% for...

"After hard work, the biggest determinant is being in the right place at the right time”, says Michael Bloomberg. In hindsight, it does seem like the perfect determinant for superior...

As a continuation of our "Future from the lenses of the Global CEO" series (link1, link2), we are providing insights into the perspectives of global CEOs regarding the future of...

The global macro environment has made investors nervous during the last few weeks. The recent US inflation data suggest that the monetary policy fight to tame inflation may be long-drawn,...

On both a one-year and five-year basis, India's mid-cap and small-cap indices have significantly underperformed their large-cap counterparts (refer Fig1) as investors sought shelter during the difficult times. Focus is...

The year 2022 has finally come to an end. S&P 500 was down almost 20% by the year's conclusion, and Nasdaq was down about 32%. Nifty 50, however, was up...

The AAA portfolio delivered robust sales and EBITDA growth during 2QFY23. The strong performance was due to a combination of factors – the right sectoral allocation as well as the...

During the last nine months, most investors' concerns are centered around the impact of rising inflation and surging interest rates on the equity market. As inflation spiked from 1% to...

European and American markets have broken the June lows. Fed continues to push hard on interest rates, with Jerome Powell declaring 4.5% as the terminal interest rate by next year....

The average S&P500 company’s life duration has reduced from 90 years in 1935 to 18 years in the present, according to a Mckinsey study. The fast-changing dynamics make the world...