Insights

“Your success as an investor will be determined by how you respond to punctuated moments of terrors, not the years spent on cruise control” –by Morgan Housel in his book...

March 2021 will mark one year since the WHO declared Covid19 as a global pandemic, upending lives and livelihoods. The pace of disruption is accelerating at an unprecedented rate. As...

Early FY21, we mentioned three themes to play India’s economic recovery – 1. Acceleration of formalisation 2. China + 1 strategy and 3. Automation and Innovation (refer Key Investment Themes to Capitalize on the Covid-19 Crisis).

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

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

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

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.

During the last 3 years, we often got a question from the investors "Which Market cap category is expected to outperform? Large or Mid or Small?" Market-cap based allocation is...

The COVID-19 pandemic has upended daily life and disrupted traditional asset valuations, leaving investors of all stripes bewildered and questioning how to tide through this crisis intelligently. Recent market volatility...

FY20 was a challenging year for corporate India as pandemic hit the country in March. This usually being one of the best month resulted in a significant dent in corporate...