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US- China trade war has hurt the INR that has depreciated sharply against the USD. (Read our note on INR). How does the trade war impact India? The impact is more indirect than dirRead More
Issue opens: Wednesday, 20th June 2018 Issue closes: Friday, 22nd June 2018 Face Value – Rs.5 Price Band – Rs.780-783 Min Bid Lot – 19 Equity shares and in multiples thereon. ListiRead More
Issue Opens  – 20th June 2018 Issue Closes  – 22nd June 2018 Issue Price    –  Rs.180 – 185 (Discount of Rs.6 per share for retail investors) Face Value    Read More
Avenue Supermarts held its first analyst meet on 14th June 2018, which left investors concerned over its stock valuations. Currently the stock is trading at a P/E multiple of 120x Read More
FIIs/FPIs have sold Indian equity shares worth Rs. 100 billion in the month of May 2018 and sold shares worth Rs. 8.31 billion till now in this month. The Nifty Index futures witneRead More
Bond markets in India and globally are factoring in policy normalization by central banks. RBI hiked the repo rate in its meeting on the 6th of June while Fed hiked rates for the 2Read More
Indian bond yields have largely factored in multiple rate hikes by the RBI while a flattening UST yield curve suggests that inflation expectations are still muted globally. OutlookRead More
Road construction sector is one infrastructure play that offers strong visibility in Revenue and Earnings growth  in India. Fy 18 saw strong traction in road construction companiesRead More
FIIs/FPIs have sold Indian equity shares worth Rs. 100 billion in the month of May 2018 and bought shares worth Rs. 22.41 billion till now in this month. The Nifty Index futures wiRead More
RBI at beginning of rate hike cycle, our Fixed Income Growth Portfolio is Long Bonds plus Lower Rate Credits RBI hiked the repo rate by 25bps last week and will hike rates by at leRead More
                             Click Here to Read Complete Equity Strategy Note Click Here to Read Complete Fixed Income Strategy Note Click Here to Read Complete Commodity Strategy Read More
Outlook for Major Currencies in 2018 The year 2018 could see an initial continuation of the trend of 2017 with the USD declining against Euro and other EM currencies including YuanRead More
Gold will under perform while industrial metals out perform. Oil will stabilize, Commodity prices continued to recover in the first half of 2018, the recovery started in 2017 afterRead More
In the Fixed Income Strategy Note released in January 2018, we positioned our strategy on rising interest rates, which have come out as per our expectations. Bond yields have risenRead More

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