Earnings Flurry

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...
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Sensex @60k, What next?

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...
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Union Budget 2021: No Compromise, only Maximise

In our December 2020, AAA Insights, titled “2021: Embrace Optimism”, we had mentioned that the Indian economy is poised for faster growth as 1) the pain of structural reforms is behind us
2) Indian government’s efforts to revive the Indian manufacturing sector through various initiatives like PLI scheme are impressive
3) Faster formalisation & digitization of the economy and

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