The Indian IT sector is a significant contributor to the global economy, generating billions of dollars annually. However, just like any other industry, it is affected by global economic downturns.
We had big hopes for you 2022, but needless to say, you turned out to be one of the craziest years for investors. Here’s looking back at 2022 - obviously with memes!
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.
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.
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!
Are you tired of all the investment gyan ever present on the internet? I know that I am. Every other investment manager is rattling off about the long-term story and the strength of the Indian market. So we thought that this week, we would not join the bandwagon!
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.
Stocks benefiting from the critical policies have a long way to go. In this post, we will drill down into the sectors and industries covered under these schemes, which will be crucial to spot these winners.
After months of constant selling from October 2021 to June 2022, foreign institutional investors (FII), are back in love with Indian markets and, to date, have purchased shares worth $ 5 billion.
Consumer confidence is an economic indicator that measures the degree of optimism regarding a country's economy. Consumer confidence has been picking up in recent weeks.
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.
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.
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 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.
72 Initial Public Offerings (IPOs) were launched in India between January and September, raising a total of $330.66 billion. In addition, 33 IPOs are planned for this year, including Nykaa, Mobikwik, Paytm, and the well-known LIC.
With Diwali approaching, now is the time for investors to assess their investment portfolio and add some luster to it with some exciting investing themes.
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
US Elections are the one of most important events for the markets. There is a lot of fear in the market on the ongoing trend in the equity markets getting broken after elections
As 2020 progresses in a frenzy of fear and greed, we review of equity markets and macros and evaluation of the upside potential and uncertainties in the rest of 2020!