Blogs

Inflation

Sectors that benefit from Rising Dollar

The dollar has had a drastic rise above all other major global currencies and companies that export to US stand to gain.

Inflation and Fear of Recession in the US and Impact on India

The US Fed has vowed to suppress growth to control inflation and keep raising interest rates until inflation reaches 2%. This is an evolving situation that can impact India.

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!

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.

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.. 🏊

India Inc Q2FY22 Earnings Snapshot

The cumulative net earnings of 42 Nifty50 businesses that have released their results so far increased by 19.2% YOY to Rs 1.12 trillion in Q2FY22. The consistent earning growth is indeed a new high.

Risk Management at Wright Research

Risk comes from not knowing what you're doing

Covid – 19: Impact, Recovery & Investment Strategies

Once again, India and the world are in the face of a crisis like no other.