How to play India’s capex story
An economy thrives when there is spending across the board. In a consumption-led economy like India, you need private and public consumption to grow every year. That is expected to…
Why India is ‘hot’ right now
A lot is going on for India. If you want to start investing or expand your investment portfolio, this is the time. If market pundits are to be believed, India…
How to invest for India’s ‘Amrit Kaal’
There is an air of anticipation. India turns 100 in 2047, and if it continues to maintain the growth momentum of the past three decades, some dramatic changes will occur…
Investing in India’s digital economy
It was supposed to help realise dreams. India's consumer technology unicorns were riding on India's aspirational middle class. There was an overall downward trend in the technology sector around the…
The India Poverty Debate
It all started with a news report in April 2022 stating that a study published as an IMF working paper and authored by three reputed economists has concluded that India…
Is the India de-coupling story sustainable?
The year 2022 brought turmoil to financial markets. Rising interest rates and inflation took the wind out of equity prices. Major indices in the US, Europe and Asia shed 20-30%…
Investing in the times of a storm
Global financial stability risks have increased, and the balance of risks is significantly skewed to the downside. Several risks highlighted a few months ago have crystallised, says the latest Global…
Making sense of the India opportunity
The world is a troubled place right now. There is a war in Europe, a resurgent pandemic in China, US and Europe, and soaring inflation due to rising energy costs…
Indian Stock Market – an Island of Refuge
The Annual Spring Meetings of the world’s two prominent lending institutions World Bank and the International Monetary Fund (IMF) are underway. Global growth is projected to slow to 3.6% in…