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...
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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...
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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....
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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...
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Inflation, higher interest rates and recession fears continue on D-street. However, every cloud has a silver lining. The famous investor, Howard Marks says “The consensus opinion of market participants is...
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We are living through an unprecedented time in history, marked by geopolitical tensions, high inflation, fear of stagflation, highly volatile and unpredictable financial markets, and the end of a 40-year...
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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...
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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...
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“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...
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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...
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