Blogs
Description
Earnings Momentum
We've upgraded! Now we are including earnings momentum as a part of our models.
Outlook for the New Year
New Year is the time to - make predictions!
Emerging Investment Themes for 2023
As 2022 comes to a close, most of the world still faces stubbornly high inflation, aggressive interest-rate hikes and geopolitical tensions. But Indian market already has some exciting themes emerging that can bring a lot of color to our portfolios.
Overvaluation, Rate Hikes and What Looks Attractive?
Our market has been the most robust over the last year and is at a much higher valuation multiple than many emerging markets. Is this a concern during global recessionary fears.
India vs Emerging Markets
India has left behind the emerging market by a wide margin over the past few years in terms of stock market growth rate. But are we also over-valued?
Markets @ All-Time High | Factors to Watch
Ever since the inflation numbers have eased and the US FED has hinted at a slower rate hike, the market euphoria has returned. Nifty is almost touching the all-time high of 18600, and we have seen the FIIs return to India!
Multi Factor Investing
No one factor works well all the time! So let’s talk about the Multi-Factor portfolio. Wright Research’s Multi-Factor portfolios were the first portfolios we started with three years ago, and they have had a fantastic run.
