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Evaluating Sectoral Performance
Most sectors in the Indian economy have struggled in the last six months of the bear market, and in these challenging times, the outlook for the sectors changes quickly. In this post, we evaluate the sectoral performance and the outlook.
All about bear markets. How to navigate one?
Let’s no longer play around with it and call a spade a spade. We are in a bear market! Spoiled by bull markets most of our lives, many have no idea what bear markets are, how long they last, and what to do with our money when in one. In this post, we will enlighten you all about them.
Managing Expectations
“You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets” - Peter Lynch
Sector Rotation & Business Cycles
“If you are in the right sector at the right time, you can make a lot of money real fast.” - Peter Lynch
We don't talk about bear markets, no, no, no
The crash has unnerved everyone! Are we in a bear market? What happens next? How to manage risk? Lets find out
Inflation & It's Impact
The markets have been routed over the past month after the central banks raised rates.Why are these central banks hiking rates and destroying our portfolios? The answer is INFLATION. In this post, we will look at inflation and try to predict the way. So gear up!
Invest in Atmanirbhar 🇮🇳 theme
Launching the Wright New India portfolio that invests in the Atmanirbhar Bharat theme - stocks favored by PLI, China+1 and Make In India
Can we Invest in Atmanirbhar 🇮🇳 theme?
Even with the recent volatility in the Indian market, the stocks that have stayed resilient are the atmanirbhar India stocks. The term ‘AtmaNirbhar’ has evolved from a buzzword to a solid profitable strategy.
Key Investor Questions
In the past few months and recent weeks there have been too many announcements to absorb. Furthermore, the global macro factors are also adding to investor ambiguity. So it makes sense to answer a few of the burning investor questions.
Falling Rural Demand vs Rising Agri Commodities
The rural economy that was just recovering from supply shock during the pandemic has been hit afresh by the commodity inflation fueled by the Ukraine-Russia crisis. Can the momentum in agri-commodity prices revive it?
Heard about Factor Investing?
Factors are indicators that can help describe stock returns. They are a extremely important tool to understand the market and deliver outperformance.
Decoding the Fund Flow
FIIs have sold equities worth $19.82 billion since October 1 last year. In 2008, FIIs sold $15 billion of shares during GFC. Yet, more surprisingly, the DIIs have kept the index stable. Why is this happening?
The Wild Commodity Price Rise
There has been a massive upsurge in crude, natural gas, metals, and agro commodities after the beginning of Ukraine's invasion by Russia. Let's explore the pressures and opportunities from the crisis.
The markets have been tough. Let’s dig in...
Is the market volatility making you jittery? 🥶 Let's keep our long-term investor hats on 🎩 and try to understand the economics of war, the impact on India, and portfolio guidance. Let's dive in.. 🏊
Serving Consistent Market Returns
At Wright Research, we believe that the market does not remain the same all the time. And as the market itself shifts its behavior, allocations within our portfolios also need to turn. This is why we like to follow a multi-factor approach in our stock selection and asset allocation.
Market Overview - Key Investor Questions
As volatility kicks in to the market with rising inflation in the US and rising Crude prices, we answer some key investor queries
Budget 2022 - Pivot your Portfolio the Wright way!
This is a Capex boosting budget which is prudent in other expenditures as the FM looks to contain the fiscal spending while enhancing growth. Understand how to pivot your portfolio as the market turns green.
Market Volatility Decoded
In this week’s blog post, we try to analyze the distinct reasons that alarmed the markets in the past 5-7 trading sessions. We also attempt to highlight a silver lining among this chaos and conclude with a performance report of our portfolios.
What to expect in the run-up to the Budget?
The 2022 Budget will be looked at from two critical angles. First, the expectation of a boost to economic growth through capital expenditure, and second, the ability to contain fiscal deficit in the increasingly uncertain global economy
Sector Deep Dive: Infrastructure
The Indian economy relies heavily on the infrastructure industry. This sector is critical to India's overall growth, and the government has placed a high priority on enacting regulations that would assure the country's building of world-class infrastructure promptly
New Year, Key Investor Queries
Market can scale new highs if the Budget delivers on growth: Sonam Srivastava of Wright Research
Decoding Algo Trading + New Products 🚀
Algorithmic trading has revolutionized stock market trading. It has provided traders with a competitive advantage to improve their skills and outperform traditional trading.
One Year of Momentum - Investor Playbook
These days, momentum investing is all the rage. However, this rage is not irrational as a momentum approach is designed to profit from the bull market and, we have witnessed a dream bull run phase.
The Burning Investor Questions
Is the market overvalued? Are we nearing price correction? Is this the right time to double down on investments? What about the FED tapering and rate hikes?
2 Years of Wright Research
Celebrate the 2 year milestone with us! Use coupon code 2YEARS for 30% discount
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