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    Monthly Market Outlook – March 2024:

    March 5, 2024 - By 

    India’s growth trajectory continued in a positive direction during the month of February 2024, with India’s stock market setting the stage for a compelling narrative of resilience, adaptability, and opportunity. For instance, Auto component exports are expected to grow and reach US$ 30 billion in FY26. This growth is further supported by a 100% FDA investment in the auto components sector. India is also the 2nd largest producer of steel globally and this bodes as a huge advantage for related businesses that use steel as a raw material. Within the Financial domain, the growth of Fintech’s, the cleaning up of…

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    The Economics of Spirituality:

    February 6, 2024 - By 

    A 500-year journey that is marked by intricate struggles by many has come to a fruition with the inauguration of the newly constructed Ayodhya temple. Built based on contribution and devotion, the consecration of the ‘Shree Ram Temple’ in Ayodhya has been one of the most widely touted events in India. It has put Bharat in the spotlight, with Uttar Pradesh gaining traction as a ‘new hub’ of development. The word ‘Ram’ has historically resonated with people based on 3 factors: Faith: Spirituality and faith have been amongst the largest drivers of our culture since history. For a country that…

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    The Interim Budget 2024: Expectations Galore!

    January 31, 2024 - By 

    Bharat has been witnessing significant growth and has been advantaged due to various factors; the slowdown in China and their real estate crisis being one amongst them. 2024 is another important year in the history of the country as it goes into elections in the month of April/May. The current government has brought about a multitude of changes with announcements like Demonetization, a centralized GST and new tax regime. However, they have left a lot of open ground to cover when it comes to reforms for regular tax payers, investors and small businesses. The interim budget, which is likely to…

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    Investing – (Not) A woman’s world.

    December 19, 2023 - By 

    They multitask; managing home, work, family and social life with efficiency that could put machines to shame. They are also amongst the most hardworking and emotionally strong people that we come across. Yet women; who handle household budgets with precision, often take a backseat, when it comes to investing. But is that narrative changing in the wake of a changing socio-economic setup? A global research from October 2023 concluded that about 60% women of the 2000 adults surveyed invested in the stock markets. In fact, women seem more resilient as compared to men when it comes to investing. Source:Fidelity In…

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    Fed’s Pause – A positive signal for India?

    December 18, 2023 - By 

    The US Central Bank kept rates unchanged for a third time in a row based on factors like a lower inflation rate, lower unemployment and expectations around an expanding GDP.  A strong consumer demand and improving supply conditions have led to an easing of the monetary policy. This is despite the fact that mortgage rates continue to remain amongst the highest ever in the US. The impact of FED’s decision to keep rates stable resulted in a wide spread implication across global markets. In the US, The Dow Jones Industrial Average closed at 37000. The S&P 500 touched the 4700…

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    Monthly Market Outlook – December 2023

    December 4, 2023 - By 

    From the Chang Mai Lantern Festival in Thailand, the Blackpool Christmas Lights in England and the Niagara Falls festival of lights, November is a month that marks festivities and celebration, largely connected to lights. In India too, Diwali is a festival of lights that is celebrated with a lot of fervor across the country. It’s a month that brings in the warm fuzzy feeling as we inch closer towards Christmas and the end of another stupendous year. This sentiment of positivity is reflected across global markets especially as there have been signs of economic activity expanding across the globe. Disinflation,…

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    Is FED’s Pause, India’s gain?

    November 21, 2023 - By 

    The Federal Reserve hit the pause button for a second time in a row, by keeping Interest rates unchanged. Jerome Powell however, didn’t rule out future rate hikes. Also consider this – the Fed has, over the past 16 months, raised rates by about 5%. An aggressive rate hike of this magnitude has not been witnessed since the 1900 and this has brought about a significant change in the US economy. The US Fed adjusts interest rates with two goals in mind – the first being inflation and the second being the rate of employment. Typically, we see the fed…

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    Monthly Market Outlook – November 2023

    November 3, 2023 - By 

    Dussehra, Navratri, Durga Puja, Diwali and Halloween – the month of October marks the beginning of festivities.  As the nation lights up in myriad colors to celebrate the various aspects of spirituality, the verve and the vibe also signifies the capability and the willingness of the retail consumer to be able to spend. An increased consumer spending and the magnitude of the festivities, signify many positive things. To start with, it highlights the increased purchasing power in the hands of the consumer. It is also reflective of the overall positive sentiment and the economic growth that the country has been…