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.
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.
“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
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!
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.
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.
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?
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?
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.
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.. 🏊
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.
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.
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.
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
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
Algorithmic trading has revolutionized stock market trading. It has provided traders with a competitive advantage to improve their skills and outperform traditional trading.
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.
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?
Once a month, it makes sense for us to take a pause and look at the markets & macros to make sense of all the noise. Here we look at markets, our performance and hits & misses