2021: Embrace Optimism

From shock to a positive surprise… While pandemic Covid19 was the biggest shock to the world, discovering a vaccine in a record time of fewer than 12 months is a pleasant surprise to humanity. 2020 will be known as one of the most volatile years, with Sensex recording the sharpest

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Indian Equity – Rally has more legs

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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2QFY21: Positive Surprise by India Inc

Indian economy surprised positively contrary to extreme pessimism during the early days of Covid-19. The economy witnessed significant improvement in high-frequency data indicators like GST collection, diesel consumption, power consumption, e-way bills registered positive yoy growth in Oct20.

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Leaders Are Winners!

Global: Economic re-openings are leading to fears of a second wave of COVID-19 infections as several states in the U.S. are reporting rising. However, on the other hand, policy support...
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On Path to Recovery!

Global: The Covid19 curve is being flattened in key countries - China, US, Japan, Germany, France - which are most important for global economy. For the first time, in Europe,...
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