Market in time correction mode; Defense -Income, Cement Outlook Strong, it stands for AI Challenge: Jyotivardhan Jaipuria

Indian stock markets remain accessible this year, with investors struggling with high valuations, global uncertainties and muted profit growth. According to Jyotivardhan Jaipuria, founder and MD, Valentis advisers, the market is in a “time correction” phase after the sharp post-known rally, and the next major Upmove will depend on profit growth instead of re-appreciating further […]

VUCA World Reality: Growth Intact, but valuations look stretched

We are in a typical VUCA (volatile, uncertain, complex, ambiguous) world. Ai-conducted technological disruptions influence the world like never before. The long -term consequences of these technological disruptions will be in -depth. In the short term, a man – US President Donald Trump – disrupts geopolitric and global trade in an unprecedented way. Investors must […]

Fund Manager Talk | Srinivas Rao Ravuri Backs Down Down QSR shares for a surprising comeback

Srinivas Rao Ravuri, Cio van Bajaj Allianz Life Insurance, sees the chance in an unlikely corner of the Markt – Quick Service Restaurant (QSR) shares. After several neighborhoods of weak growth and sharp underperformance, he believes that the segment is ready for a change in the next 12-18 months, which offers a strong long-term potential. […]

Credit growth influenced by economic activity instead of surplus liquidity: report

Report stated that credit growth excluding uncovered personal and sustainable loans from consumers tend to delay during periods of surplus liquidity | Photocredit: Adnan Abidi Credit growth in the economy is more influenced by general economic activity than by the scope of the liquidity surplus, according to a recent report of Standard charteredAn international bank. […]