Articles / Market Updates

• 04 Oct

  RBI Bi-monthly Policy, October 2019 – Comments by Chief Investment Officer

  The RBI Monetary Policy Committee (MPC) voted to cut the policy repo rate by 25 bps, with all MPC members unanimously voting for a rate cut (5 members for 25 bps cut and 1 member for 40 bps cut). The MPC decided to continue with an ‘accommodative’ stance as long as it is necessary to revive growth, while ensuring that the inflation remains within the target. We believe that this is a dovish rate cut, with the possibility to reduce the rates further if needed. Even though some small sections of the market was expecting 40 bps rate cut, a 25bps rate cut along with dovish approach is positive for the market.

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• 20 Sep

  CIO Comments – Govt. provides large fiscal stimulus to help aid economic slowdown

  The government announced a large fiscal stimulus by slashing corporate tax rates for domestic and new manufacturing companies, in a bid to deal with the current economic slowdown and help pump-prime the economy and promote investment. For domestic company, the corporate tax rate has been reduced to 22% (plus surcharge, effective tax rate 25.17%), from … Continue reading CIO Comments – Govt. provides large fiscal stimulus to help aid economic slowdown

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• 04 Sep

  CIO Article – Polarized & narrow markets paint a different picture from the headline indices

  Above article is published on “ET Markets” online news portal, for more information visit: – https://economictimes.indiatimes.com/markets/stocks/news/how-a-polarised-market-turned-ulips-equity-funds-out-and-out-laggards/articleshow/70905263.cms?from=mdr

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• 29 Aug

  Five strategies to deal with market volatility

  The Indian markets have seen some volatility and correction lately. Although the correction in the headline Nifty 50 index has been moderate, the broader markets (mid/small-cap stocks & indices) have witnessed a much deeper correction, from their highs–touched in the beginning of 2018. Here we look at some strategies that ULIP investors can use in … Continue reading Five strategies to deal with market volatility

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• 07 Aug

  CIO Comments on RBI Bi-monthly Policy, August 2019

  RBI cuts rates by 35 basis points to address concerns of some slowdown in economic growth The RBI Monetary Policy Committee (MPC) voted to cut the policy repo rate by 35 bps, with all MPC members unanimously voting for a rate cut (4 members for 35 bps cut and 2 members for 25 bps cut). … Continue reading CIO Comments on RBI Bi-monthly Policy, August 2019

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• 05 Aug

  Rs 55,000 cr wealth manager says large part of D-Street correction behind us

  Above article is published on “ET Markets” online news portal, for more information visit: – https://economictimes.indiatimes.com/markets/stocks/news/rs-55000-cr-wealth-manager-says-large-part-of-d-street-correction-behind-us/articleshow/70494508.cms

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• 30 Jul

  Macro-Economic Heatmap – July 2019

  Click here to download Macro-economic Heatmap – July 2019

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• 29 Jul

  CIO interview – India is still a stock picker’s market, but investment horizon should be 5 years

  Above article is published on “Moneycontrol” online news portal, for more information visit: – https://www.moneycontrol.com/news/business/ipo/affle-india-ipo-opens-should-you-subscribe-4257271.html

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• 09 Jul

  Decoding Union Budget FY 19-20

  Click here to download De-coding Union Budget FY19-20

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• 05 Jul

  CIO Comments on Union Budget FY20

  Overall, the budget has tried to reach out to various sections of the society, and has been a balanced and forward-looking one—promoting ease of living. It has focused on segments like digital economy, infrastructure, and provided various benefits to electric vehicles–to increase penetration and adaption. For the digital economy, the government wants to promote digital … Continue reading CIO Comments on Union Budget FY20

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