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Macroeconomics
2023 - An Economic Thriller
2023 - An Economic Thriller
Emerging Trends - 2023
Emerging Trends 2023
Decoding the Impact of Budget 2023
Decoding the Impact of Budget 2023
Decoding the market craziness with data
Decoding the market craziness with data
Predictions for the Budget - 2023
Predictions for the Budget - 2023
Impact of Global Recession on Indian IT sector
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.
Outlook for the New Year
New Year is the time to - make predictions!
Bye 2022. You wont be missed!
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!
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.
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!
No Gyan, Only Data
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!
Investor Questions Answered - Diwali Edition
Diwali is a season that brings in luck! Where should we invest this Diwali and what to look out for in the next year? Find out…
Earnings - Do they even matter?
Earnings release is a huge event every quarter. Let's analyse if that actually matters...
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.
Which sectors are gaining from the atmanirbhar initiatives?
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.
Why are FIIs buying into the Indian market?
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.
Is festive season the time to bet on consumption?
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.
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.
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?
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.
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
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.
The Growing Craze of IPOs in India
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.
This Diwali, add sparkle to your portfolio with Wright Research.
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.
Markets at a Discount
The markets rising rapidly over the last month took a nosedive last week, with small and mid-caps losing more than 5% as Nifty crashed 2%.
Regime Modeling
One of the underlying principles of our investment philosophy is that the markets do not always stay the same.
Markets at 60k!
In this month's markets & macros review, we celebrate Sensex hitting 60k!
Market Pulse - Deep Dive
There's uncertainty in the equity markets and churn happening from cyclical to defensive sectors. Investor nerves are frayed!
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?
Markets & Macros - July 2021
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
Riding the Tide of The Covid-19 Second Wave
As the world is fighting the second wave of Covid19. How does this translate to conditions of the Indian Financial Markets?
Sector Rotation with Augment Capital
Sector rotation strategies may help you align your portfolio with your market outlook and the different phases of the business cycle
Wright Views: Post Elections 2020
Monthly portfolio update and views on the US election results
Trading US Elections with Data Science
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
2020: What lies ahead?
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!
Economic Impact of India-China trade war
Let us understand the economic implications of India-Chine trade war on your portfolio.
Macro Regime Prediction Model
In this post we use macro economic variables to model stock market risk and returns
Covid – 19: Impact, Recovery & Investment Strategies
Once again, India and the world are in the face of a crisis like no other.
