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...
Read More
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...
Read More
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...
Read More
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...
Read More
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,...
Read More
Global: After the total doom in March, equity markets rallied 20%-30% from the lows. Unlike the previous bear markets when the response was delayed, this time the Central Bankers and...
Read More