Insights

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...

"We’ve really made the money out of high-quality businesses. In some cases, we bought the whole business. And in some cases, we just bought a big block of stock. But...

FY21 was one of the most challenging years for corporate India as the world grappled with the pandemic. During the last financial year, each quarter had its own set of...

As the world is still recovering from the pandemic shock, Corporate India has faced another problem with rising global commodity prices. Today, several commodities are trading near their lifetime highs...