As India pounded Pakistan to avenge the Pahalgam brutality, and a fragile ceasefire has finally been agreed upon, the nation stands united in grief, anger, and resolve. While geopolitical tensions stir emotions and headlines, it’s equally important to understand how such conflicts impact the Indian economy and markets. Wars & Economies: While wars often trigger […]
The recent tariff increase imposed by the United States on certain goods has stirred considerable concern globally. However, India, with its strong economic fundamentals and strategic advantages, is likely to emerge relatively less impacted. Here’s why: 1. Modest Impact on India’s GDP: While India exported goods worth $89.81 billion to the US in 2024, this […]
Indian markets witnessed one of their strongest performances in recent times, driven by broad-based buying and robust investor confidence. The highlight of the week was the rare yet powerful simultaneous participation of both foreign institutional investors (FIIs) and domestic funds in the cash market. FIIs swiftly closed their short positions, signaling a notable shift in […]
Union Budget 2025-26: Powering India’s Economic Growth and A Game-Changer for the Middle Class: After years of gradual changes, Budget 2025 brings a breakthrough for the middle class. Commitment to Growth & Resilience Union Budget 2025-26: Powering India’s Economic Growth and A Game-Changer for the Middle Class: After years of gradual changes, Budget 2025 brings […]
The ability to decipher true investment information from noise is always key to successful investing- Richard Bernstein Building wealth in equities isn’t about quick wins—it’s about patience, trust in strong companies, faith in the country’s growth, and tuning out the noise.Distractions will try to shake your focus, but true investors stay the course and win […]
Markets fell by 2.80% yesterday due to several reasons, but primarily because they had risen too high too quickly. This correction was necessary to make the markets more attractive. 🔰 Numerically 5%-15% corrections are part of any Bull Run. 🔰 Key Reasons why did it happen: 1. Poor US Job Data: US markets are sensitive […]
🔰 Emphasis was on to create uniformity in taxation on all assets as it is in many developed countries and tweak it marginally upwards. All listed financial assets as Long Term if held for more than 1 year, non-financial Asset will be considered long-term if held for more than 2 years. 🔰Exemptions available to shareholders […]
Markets are always tricky and unpredictable. From the perspective that BJP falling short of the majority can be nasty for the markets, to this day. Now BJP is well short of the Majority, but we have the same faces in the governance. A seemingly well-placed govt. which rides firmly on optimism of coalition and a […]
🔰 Citing India’s stellar performance in 2023. Moody’s raises India’s GDP Forecast for 2024 to 6.8%. Earlier they projected it to be at 6.1%. A big shift. 🔰 India will remain the fastest growing large Economy for the next 2 years. I see this growth even prolonged for this decade, as China continues to Struggle. […]