Our 10 stock “strong core” growth portfolio, designed to take advantage of India’s growth with political stability and constructed in accordance with our Swachh IRead More
We have three long term portfolios, the 12 Stock “Strong Core” Portfolio, 19 Stock “Strong Core” Portfolio and the 10 Stock “Strong Core” GlobalRead More
  Since January 2018, FIIs’ exposure to unlisted corporate debt and securitised debt instruments has risen by 28.5% to Rs 157.8 billion. FIIs exhausted 45% of Rs 350 billion tRead More
Dear Advisory Client, Market Correction The month of February has been an eventful month for the markets and your portfolio has seen the effects of many of the events. The month stRead More
Week ahead, the most important data in US include Q4 GDP (second estimates) and non- farm pay rolls data. Market participants will also be watching for CPI inflation data in EurozoRead More
Bond prices tanked again last week, taking 10 year benchmark government bond yields to two year high levels of over 7.75%. Bond yields have been on a sustained rise since October 2Read More
USD ended the week higher against major world currencies as minutes from Federal Reserve’s January meeting underlined expectations for faster hikes in U.S. interest rates. RaRead More
India 10-year G-sec bond yields rose to 2 years high at a level of 7.77%, while USD-INR breach the level of Rs 65 to the USD. 10year Gsec yields have risen by 60bps since January 2Read More
Recommendation: Do not Subscribe Valuation and Rationale                                                H G Infra Engineering Ltd. will launch its initial public offering on 26th FRead More
  This company has reported Q3Fy18 results, revenue from operation rose by 27% (Y-o-Y) & 6% (Q-o-Q) basis, EBITDA margin fell by 100 bps (Y-o-Y) due to increase in cost ofRead More
This company in our global 10 stock “Strong Core” portfolio has announced Q1y18 results. Net sales rose by 28% (Y-o-Y) to USD 4204 million, EBIT rose by 48% (Y-o-Y) to Read More
As on January 2018 MF’s exposure to CPs and CDs jumped by 21.98% to Rs 3638 billion and by 37.72% to Rs 1312 billion respectively against December 2017.Currently ManufacturinRead More
The PNB scam is seeing repercussions for PSU banks, with many of them coming under scrutiny for their internal processes and controls. PSU banks have already been heavily scrutinisRead More
The spreads between 10 year US Treasury (UST) and 10-year Gsec yields have risen sharply over the last one year and this could prompt higher FII flows into INR Bonds. However, FII Read More
PNC Infratech has reported improved Q3FY18 results on a sequential quarter on quarter basis. The standalone net sales (EPC Business) for the quarter grew by 2% yoy to Rs 4.7 bn as Read More