1. Where do you see markets by FY24? Having spent more than twenty-five years in the listed equity space, one thing I have absolute certainty on is the inability to have absolute certainty on what

1. Where do you see markets by FY24? Over the longer term, equity indices have compounded at nearly the same rate as earnings growth. This implies that the market today has a high probability of

Where do you see markets by FY24?  In the last two years, fund flows supported a broad-based rally in Indian markets. Most sectors and stocks participated in this rally supported by a low interest rate

Fund Managers as a whole, more or less, mirror the market, says Mr. Samir Arora of Helios Capital.  Since they themselves are the market, by definition all of them cannot outperform the market. If there

While we all understand that no other asset class, apart from equities, has the potential to unlock superior Alpha, it is equally important to deploy capital in less-riskier asset classes, like Debt, Gold, and so

In 2022, markets welcomed all bad news on the economy as good news hoping it signals a pause in Fed rate hikes. Going into 2023, we think a pause in the Fed rate would be

Investors have termed phases in equity markets as “bull and bear”, depending on whether equities are collectively appreciating or depreciating in value. A bull market is associated with persistently rising share prices, whereas a bear