Indian stock markets saw a sharp reaction after the Union Budget, with the Nifty plunging on Sunday’s session on low volume. While the headlines caused disappointment, market veteran Sunil Singhania said a closer look at the Budget reveals meaningful positives for long-term growth – even as recurring tax changes continue to unsettle investors.Responding to ET […]
The current valuation expansion of certain growth stocks is reminiscent of historical market cycles in which sentiment temporarily disconnected from fundamental measures. While modern financial instruments and digital assets promise quick returns, they inherently lack the fundamental security provided by a physical asset.Real estate is an irreproducible asset whose valuation is fundamentally dependent on sustainable […]
The Sesex has not gone anywhere in the last 12 months, with a return of -0.7% lagging behind and falls behind most global peers, a sobering outcome despite a background of policy outflow such as GST and income tax, interest rate letters and the inflow of domestic funds. Analysts point to weak business results, continuing […]
“This is a space that we love a lot. There are limited possibilities where you have such clear growth-visibility for the next 5 to 10 years. In defense, given the historically high level of the defense level of India-India, the world’s largest importer was until Ukraine recently caught up with us is a strong government […]