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We had constructed the Shariah twelve stock “strong core” portfolio on 18th July 2016 and it was benchmarked to the BSE Sensex. The portfolio has given 66% return sinceRead 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
OIS (Overnight Indexed Swaps) yields fell sharply last week on rate cut optimism. One-year yield closed down by 10 bps and five-year OIS yield closed down by 18 bps last week. One-Read More
FIIs/FPIs have bought Indian equity shares worth Rs. 172 billion in February 2019 and bought shares worth Rs. 8.64 billion in March 2019 (till 01st March). The Nifty Index futures Read More
The market continued to beat down mid and small cap stocks on election uncertainties, global macro issues and domestic earnings worries. Mid and small cap funds underperformed largRead More
Dear Advisory Client, The recent Indo-Pak conflict and May elections notwithstanding, there are positive factors emerging for equity markets. Equities have had a rough one year botRead More
The release of a dovish RBI policy minutes of the February MPC meeting failed to stop yields from rising across the market segment. Government bond, money market securities and corRead More
FIIs/FPIs have sold Indian equity shares worth Rs. 42 billion in January 2019and bought shares worth Rs. 20 billion in February 2019 (till 22nd February). FIIs have turned buyers oRead More
This company in our global 10 stock “Strong Core” portfolio has announced Q1Fy19 results. Net sales growth declined by 11% (Y-o-Y) to USD 3.7 billion and net profit decRead More
Results for Q3 2018-19: – This company has reported Q3Fy19 results, revenue from operation fell by 12% (Y-o-Y) & 17% (Q-o-Q) basis, EBITDA margin contracted by 140 bps (YRead More
Updates of Q3Fy19 Results: This company has reported a flat growth in revenue from operations on yearly basis and profitability margins have witnessed sharp fall due to higher operRead More
Bond yields at the short end of the curve turned bullish on rate cut expectations in RBI April policy. CPI inflation for January printing lower than expected led to the sharp rise Read More
FIIs/FPIs have sold Indian equity shares worth Rs. 42 billion in January 2019and bought shares worth Rs. 54 billion in February 2019 (till 17th February). The Nifty Index futures wRead More
Incoming economic data, both domestic and global suggest challenges to growth going ahead. Inflation is down and inflation expectations are trending down. Demand weakness is seen iRead More
This company has reported Q3Fy19 results, revenue from operation rose by 35% (Y-o-Y) & 8% (Q-o-Q) basis, EBITDA margin gained by 200 bps (Y-o-Y) due to higher utilisation levelRead More

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