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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
Introduction Our equity stance since 2012 has been extremely positive and we predict that the Sensex can touch 40k this year. Click here for our Sensex 40k ppt. At current levels oRead More
RBI rate hike is more positive than negative for markets The 25bps rate hike by the RBI lowers uncertainty for markets on the timing of the hike. Bond yields are largely factoring Read More
  FIIs/FPIs have sold Indian equity shares worth Rs. 100 billion in the month of May 2018 and sold shares worth Rs. 5.16 billion till now in this month. The Nifty Index futureRead More
RBI to hike rates next week, which is more positive than negative for markets RBI will holds it bi-monthly policy review over 3 days next week, 4th, 5th and 6th of June. The centraRead More
The 6th June RBI monetary policy has a lot of significance to markets and your investments. Arjun Parthasarathy will take all your questions on the policy at 4 pm on the on 6th JunRead More
Mid & small cap stocks have seen sharp correction in prices since April 2018. While some have warranted a correction, many others have posted strong results with very optimistiRead More
The Global Ten Stock “strong core” Portfolio has given a return of 92% and has outperformed the benchmark S&P 500 index by 62% since inception on 8th April 2015. &nRead More

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