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What Happens to Indian IT When AI Reprices Its Core Business?
by Siddharth Singh Bhaisora5 min read
Indian IT revenue grew 6.1% in FY26 while headcount grew 2.3%. Here is what AI-led deflation, hyperscaler agents and shrinking fresher intake mean for the sector.
02 August 2026
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Why Is India's FMCG Moat Suddenly Under Threat?
by Siddharth Singh Bhaisora5 min read
Gen Z, quick commerce and data are eroding the distribution and branding moats that built India's FMCG giants. Here is what the 2026 reset means for investors.
26 July 2026
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Is India's 2026 Market Rewarding Rotation Instead of Direction?
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
India's 2026 market is rotating across market caps, sectors and factors while the index stays range-bound. Here is what is shifting and how systematic portfolios can respond.
19 July 2026
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Where Global FDI Is Actually Going in 2026? And Why Are Most Countries Left Out?
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
Global FDI rose 6% to $1.6 trillion in 2025, but AI infrastructure, chips and rich countries captured most of it. Here is what the UN's World Investment Report 2026 means for developing economies and India.
12 July 2026
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Why Did Semiconductor Stocks Sell Off? What Happens To Indian Semiconductor Stocks?
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
A look at the semiconductor sell-offs that hit chip stocks since June 2026, what actually triggered them, and why Korea took the hardest fall. And where does India stand in all of this.
05 July 2026
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What Do India's State Budgets in 2026 Mean for Growth and Markets?
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
India's combined state fiscal deficit stays within the Centre's ceiling in 2026, but cheap central loans, shrinking grants, and rising welfare bills test the calm. Read more.
28 June 2026
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Is India Getting a Weak Monsoon In 2026? What A Weak Monsoon Means for Agriculture and the Economy
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
India's 2026 monsoon opened nearly 40% below normal as a strong El Niño builds. Here is what the rain deficit means for crops, food prices, water and growth.
21 June 2026
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Factor Regime Compass — June 2026
by Sonam Srivastava5 min read
Where each factor sits in the current regime, and how the portfolios are positioned against it.
15 June 2026
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Data Center Supply Gap: Why AI Demand Is Outrunning Capacity
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
AI is driving data center power demand to double by 2027, but power, equipment, and labor shortages mean supply cannot keep pace. Here is why the gap keeps widening.
14 June 2026
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Rupee Near 100: What Defending It Costs, and How Far the RBI Can Go?
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
The rupee is closing in on 100 per dollar. Here is how the RBI defends it, the toll on forex reserves, and why it is holding rates instead of hiking.
07 June 2026
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Has AI Forced Indian IT to Rewrite Its Business Model?
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
AI triggered a $50 billion selloff in Indian IT stocks in early 2026. Here is what actually changed inside the companies, and what held firm.
31 May 2026
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Commodity Supercycle Has Arrived: War, Scarcity, and the Price of Everything
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
How the 2026 energy shock, a decade of underinvestment, and surging demand for critical minerals are reshaping the global economy.
24 May 2026
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A $700 Billion AI Infrastructure Bet: Where the Money Goes and What Could Go Wrong
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
US hyperscalers will spend $700bn on AI infrastructure in 2026, consuming 92% of operating cash flow. Will the AI bet pay out for these hyperscalers? Read more.
10 May 2026
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India’s Energy Security: Building Domestic Strength in a Fragile Global Order
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
India imports 88% of its crude oil and 40% of total energy needs. We examine India’s energy security challenges, policy shifts toward resilience and self-reliance emerging across the energy value chain.
03 May 2026
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Indian Money Flows: Where Capital Is Moving in April 2026
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
A data-driven analysis of Indian money flows in April 2026 covering FII equity outflows, mutual fund inflows, sectoral rotation toward cyclicals, asset class performance, and the Nifty correction recovery.
26 April 2026
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Momentum & Quality Note — April 2026
by Sonam Srivastava5 min read
Momentum cooled and quality carried the portfolios. What changed in the book, and why.
20 April 2026
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How a Weak Monsoon and the Strait of Hormuz Crisis Could Reshape India's Economic Outlook in 2026
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
With a weak monsoon forecasted for FY27 and global fertilizer prices up 50% from the US-Iran war, India faces rising food inflation, higher subsidies, and softer rural demand. Read our detailed analysis.
19 April 2026
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Is India In An Oil & Gas Crisis? Iran War & Strait of Hormuz Disruption
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
India faces a severe energy crisis after the Strait of Hormuz closure disrupts oil and gas supplies, driving prices higher and straining GDP growth. Read our analysis here.
12 April 2026
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How the Iran War Is Impacting Global & Indian Investment Portfolios
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
The Iran war has driven oil prices up 55%, disrupted global markets, and reshaped portfolios. Understand its impact on stocks, bonds, inflation, and asset allocation.
05 April 2026
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Fall of the Petrodollar and the Rise of the PetroYuan
by Siddharth Singh Bhaisora5 min read
How the 1974 petrodollar pact shaped global finance, why it's eroding, and how the 2026 Gulf War is accelerating China's petroyuan as a competing oil currency.
29 March 2026
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Top-up Note — March 2026
by Sonam Srivastava5 min read
Our thinking on adding to positions at these levels, across the PMS and smallcase portfolios.
25 March 2026
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What History Tells Us About Indian Stock Market Corrections?
by Siddharth Singh Bhaisora5 min read
The Nifty 50 has fallen 13% from its January 2026 peak. We analyse 12 major drawdowns since 1990 covering trigger types, severity regimes, post-bottom returns, key support levels, and what history suggests happens next.
22 March 2026
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What the Iran-Israel-US War Means For India's & World's Fertilizer Industry?
by Siddharth Singh Bhaisora5 min read
Strait of Hormuz closure has put 44% of global urea exports at risk, triggering gas rationing in India and 20–30% price spikes worldwide. Here's what it means for farmers, subsidies, and food security as kharif sowing approaches.
15 March 2026
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The Wright Brief — March 2026
by Sonam Srivastava5 min read
The month in the portfolios: allocation changes, factor performance and the macro read ahead.
05 March 2026
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Why You Should Review Your Mutual Fund Portfolio for Long-Term Wealth Preservation
by Siddharth Singh Bhaisora5 min read
Is frequent mutual fund checking hurting returns? Discover the right review frequency and how to optimize your portfolio with a structured approach.
01 March 2026
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Why India’s Private Capex Crisis Has Been Falling and Why the Floor May Be Near
by Siddharth Singh Bhaisora5 min read
India’s private capex has been falling for years, even as public investment rises. Understand the key causes, while exploring why signs of stabilisation that suggest the downturn may be bottoming out.
22 February 2026
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Is the World Running Out of Copper?
by Siddharth Singh Bhaisora5 min read
Is the World Running Out of Copper? What happens to copper consumers like EVs, Renewables & Data Centers? Read more to learn.
15 February 2026
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Will India's Fiscal Drag End in 2026 - 2027?
by Siddharth Singh Bhaisora5 min read
Here is a clear breakdown of India’s Budget 2026–27. Understand everything from fiscal deficit targets, revenue and spending mix, borrowing plans, and what it means for key sectors.
08 February 2026
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Is The India–EU FTA Really The Mother of All Deals? How the EU FTA Could Benefit India?
by Siddharth Singh Bhaisora5 min read
Is the India–EU FTA truly beneficial? A detailed breakdown of the India–EU FTA: export winners, import risks, and why EU standards, CBAM and compliance will decide India’s gains.
01 February 2026
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Can India And IT Sector Win In AI?
by Siddharth Singh Bhaisora5 min read
Indian IT has seen this cycle before: early disruption, then bigger new revenue pools. Here’s how AI shifts from pilots to production, what Q3 FY26 earnings reveal, and where services can win in FY27–FY28.
25 January 2026
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Why The Indian EMS Industry Is Stuck In A Hard Place?
by Siddharth Singh Bhaisora5 min read
India’s electronics output and exports are booming, but EMS firms remain trapped in low margins and high working-capital stress. Here’s why the “assembly-first” model stalls value capture and what it takes to break out.
18 January 2026
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US Takes Over Venezuela Oil: Impact Globally and on India
by Siddharth Singh Bhaisora5 min read
US detention of Nicolás Maduro could reshape Venezuela’s oil exports via sanctions resets and US investment. For India: low near-term risk, medium-term upside.
11 January 2026
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Markets Beneath the Surface: A Data-Led Review of 2025 and Outlook for 2026
by Siddhart Agarwal5 min read
Markets Beneath the Surface: A Data-Led Review of 2025 and Outlook for 2026Markets Beneath the Surface: A Data-Led Review of 2025 and Outlook for 2026
04 January 2026
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New Age of Trade in 2025: Globalisation Rewired & Global Value Chains Bent
by Siddharth Singh Bhaisora5 min read
Tariffs surged in 2025, but trade didn’t collapse. Supply chains rerouted, services led globalization, and connector economies reshaped value chains plus India’s edge.
28 December 2025
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India's 2025 Inflection Point: Nominal Growth Slows, Easier Money, and a Market Turning Selective
by Siddharth Singh Bhaisora5 min read
India’s nominal GDP has downshifted as consumption leans on debt and capex misses productivity. RBI eases, INR drifts, and large caps regain lead.
21 December 2025
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Why the Rupee Crossed 90: India’s Balance-of-Payments Story
by Siddharth Singh Bhaisora5 min read
Despite the rupee crossing 90, India’s economy remains strong. This isn’t a crisis but a structural adjustment driven by a wider current account deficit, weaker FDI flows and RBI smoothing operations.
14 December 2025
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Are India’s GDP Numbers Strong Or Uneasy?
by Siddharth Singh Bhaisora5 min read
India’s latest GDP data show rapid real growth but weak nominal momentum, raising questions on data quality and implications for policy, markets and investors.
07 December 2025
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Indian Wedding Season 2025: When Shaadi Meets Soaring Gold
by Siddharth Singh Bhaisora5 min read
Discover how record gold prices are reshaping the 2025–26 Indian wedding season, from lightweight, design-led bridal jewellery to EMIs and old-gold exchange.
30 November 2025
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Picking High Growth Sectors & Emerging Potential Opportunities | Podcast with Sonam Srivastava
by Wright Research5 min read
Free Workshop Registration- https://shorturl.at/GSA2ZHigh Growth, High Potential Opportunities | Picking Emerging Sectors for Massive ReturnsIn this video, w...
23 November 2025
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Picking High Growth Sectors & Emerging Potential Opportunities | Podcast with Sonam Srivastava
by Wright Research5 min read
Free Workshop Registration- https://shorturl.at/GSA2ZHigh Growth, High Potential Opportunities | Picking Emerging Sectors for Massive ReturnsIn this video, w...
23 November 2025
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India’s Near-Zero Inflation: How We Got Here and What Comes Next
by Siddharth Singh Bhaisora5 min read
India’s CPI inflation has crashed to 0.25% even as growth stays strong. This explainer unpacks food deflation, GST cuts, RBI’s forecast misses, real rates, and the rate-cut dilemma.
23 November 2025
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Indian Metals Sector Deep Dive Amid Global Gold, Copper and Aluminum Upswing
by Naman Agarwal5 min read
The Nifty Metal Index outpaces the Nifty 50 as strong Q2 earnings, policy support and global rallies in gold, copper and aluminum lift India’s metals market in November 2025.
16 November 2025
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Deregulation, Liquidity, and the Next Leg of India’s Financials Rally
by Siddharth Singh Bhaisora5 min read
From 2024 tightening to 2025 easing, India’s banks and financials enter an early upswing as funding costs fall. Policy easing and deregulation free capital and lift credit.
09 November 2025
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Is India An Anti-AI Investment Play?
by Siddharth Singh Bhaisora5 min read
Global AI capex is surging while India looks under-indexed to AI and over-indexed to IT and services. See whether India is an anti-AI hedge now or AI winner?
02 November 2025
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Is India’s Next Decade of Growth Fueled by Necessities Or Affluence?
by Siddharth Singh Bhaisora5 min read
India’s demand is shifting from necessities to aspiration as incomes rise, digital rails scale, mortgages deepen and a young workforce fuels premium consumption.
26 October 2025
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Why Are Gold & Silver Breaking Record Highs And Rallying This Diwali 2025?
by Siddharth Singh Bhaisora5 min read
Gold nears record highs this Dhanteras as silver outpaces gains. Explore what’s driving Gold Rally and Silver Rally in India this Diwali and festive season.
19 October 2025
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Is India’s Capex Story Coming Back in FY26?
by Siddharth Singh Bhaisora5 min read
India’s FY26 capex: public infra holds high, private spend pivots to power, rail/roads, data centers and semiconductors—what’s real, what’s next.
12 October 2025
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How Demand In India Is Shaping Up This Festive Season & What To Expect
by Siddharth Singh Bhaisora5 min read
India’s 2025 festive season is bigger, earlier, and digital-first—GST 2.0, easing inflation, and quick commerce drive a rare double-peak; jewellery lags on high gold prices.
05 October 2025
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Immediate vs. Medium-Term Impact on Indian IT From H-1B Visa Fee Hike
by Siddharth Singh Bhaisora5 min read
Trump’s $100K H-1B visa fee reshapes Indian IT, jobs, students, and real estate. Explore near-term risks, long-term opportunities, and economic impact.
28 September 2025
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Daily Voice: India Inc enters upgrade cycle as Nifty eyes Diwali highs, says Wright Research’s So...
by Wright Research5 min read
The supportive policy backdrop and global liquidity easing set the stage for earnings upgrades rather than downgrades over the coming 2–3 quarters, said Sonam Srivastava.
21 September 2025
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What The US Fed Rate Cuts Means For Inflation, Labor & Stock Markets?
by Siddharth Singh Bhaisora5 min read
The Fed eases 25 bps amid sticky inflation and cooling jobs, signaling caution on stagflation while keeping balance-sheet runoff. How the Fed Weighs Inflation vs Unemployment?
21 September 2025
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Consumption Levers Driving The Indian Economy
by Siddharth Singh Bhaisora5 min read
Why consumption will drive earnings in 18–24 months: GST rationalisation, cooling inflation, easy liquidity, faster credit transmission and festive tailwinds.
14 September 2025
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Are Auto Components & Automobiles Booming In India - Or Not?
by Siddharth Singh Bhaisora5 min read
India’s auto value chain is in an upcycle: record components turnover, PV mix shifts, 2W revival, strong hybrids & CNG, EV surge, export momentum, and the policies shaping FY26.
07 September 2025
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How India's 50% Tariff Storm is Sparking a New Era of Growth and Innovation
by Naman Agarwal5 min read
Find out how India faces 50% tariff shock yet transforms these challenges into opportunities, driving innovation, economic growth, and a resilient New India future.
31 August 2025
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Can Indian Macros & GST 2.0 Revive Consumption?
by Naman Agarwal5 min read
India’s equities face a ‘moment of truth’: disinflation, GST 2.0 and capex may boost consumption, but pricey valuations and weak earnings temper optimism.
24 August 2025
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Corporate Panic: Nvidia, AMD Give US 15% of China Chip Sales in Historic Deal
by Naman Agarwal5 min read
Discover how Nvidia and AMD’s historic deal with the Trump administration, involving a 15% revenue share from Chinese chip sales, is reshaping global trade, triggering corporate panic, and setting a dangerous precedent in the tech industry.
17 August 2025
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Switch to short duration now - Money News | The Financial Express
by Wright Research5 min read
With the RBI holding repo rates steady, short-duration bond funds offer attractive yields and lower volatility. Learn how a barbell strategy can balance accrual income with potential upside, and why booking profits in long-duration bonds may be timely for fixed-income investors.
10 August 2025
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Batteries Arbitrage Exists & Are India’s New Power: Should you add it to your portfolio?
by Siddharth Singh Bhaisora5 min read
Solar driven price swings and new ancillary markets make 1 to 2-hour BESS profitable in India. See returns, drivers, risks, and how retail investors can play.
10 August 2025
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Multi-caps for the long haul - Market News | The Financial Express
by Wright Research5 min read
Multi-cap funds, mandated to invest at least 25% each in large, mid, and small-cap stocks, have outperformed flexi-cap funds over five years (25.15% vs 21.3% average returns).
27 July 2025
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Do China’s Macro Surprises Actually Impact Global & Indian Markets?
by Siddharth Singh Bhaisora5 min read
China’s industrial production beats or misses, markets react within minutes. See the channels to India and how to position on data‑release days.
27 July 2025
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Why Has Indian Data Centre Industry Boomed in 2025?
by Siddharth Singh Bhaisora5 min read
Explore how AI adoption, data‑localization laws, cheap power, and $25 bn investment have turned India into Asia’s fastest‑growing, 4.5 GW data‑centre hub.
20 July 2025
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Revival of Momentum in the Indian Stock Markets: What factors are pushing markets higher?
by Siddharth Singh Bhaisora5 min read
After a slow start to 2025, Indian equities are roaring back. Rate cuts, breadth and FPI buying push Nifty, Sensex, mid & small caps toward new highs. Learn more!
13 July 2025
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Why Did SEBI Ban Jane Street from Indian Markets?
by Naman Agarwal, Siddharth Bhaisora5 min read
Understand why SEBI banned Jane Street from Indian Derivative Markets and what are it's implications on Indian equity & derivative markets.
06 July 2025
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Turning Caution into Confidence – June 2025 Macro & Strategy Update
by Sonam Srivastava5 min read
Wright Research's June 2025 macro update — from RBI’s bold rate cuts to earnings upgrades and strategy refinements. Learn how we're evolving to capture alpha with confidence amid shifting market winds.
29 June 2025
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Will the Israel-Iran Conflict Spark an Oil Shock in India?
by Siddharth Singh Bhaisora5 min read
How the Israel-Iran conflict could trigger oil price spikes, trade disruption, and economic challenges for India. Explore 3 scenarios and sectoral impacts.
22 June 2025
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What 40 Years of Data Tells Us About Market Crashes, Drawdowns & Recoveries?
by Siddharth Singh Bhaisora5 min read
Large stock drawdowns are common in long-term investing. Learn how long recoveries take, when to worry, and why some crashes lead to major comebacks.
15 June 2025
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India: The Next Chemicals Manufacturing Hub
by Siddharth Singh Bhaisora5 min read
Explore why India's chemical sector is becoming a global manufacturing leader. Discover insights into specialty chemicals growth, market opportunities, challenges, and investment potential.
08 June 2025
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US Is Drowning In Debt: Will It Impact India?
by Siddharth Singh Bhaisora5 min read
The U.S. national debt has exploded to $36 trillion—over 120% of GDP—fueling fears of a global debt spiral. Discover the 4 brutal truths behind the crisis, the fallout from a new tax cut bill, and how this impacts global markets, India’s economy, the rupee, inflation, and your financial future.
01 June 2025
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India’s Defence Industry Rises: From Importing to Making In India
by Siddharth Singh Bhaisora5 min read
Operation Sindoor marks a turning point in India’s defence strategy—showcasing precision, indigenous tech, and rising global ambition. Explore how India is evolving into a self-reliant defence powerhouse.
25 May 2025
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What is the Impact of Monsoon On Indian Stock Markets?
by Siddharth Singh Bhaisora5 min read
Explore how the Indian monsoon affects agriculture, rural demand, inflation, and why rainfall trends don’t always align with stock market returns.
18 May 2025
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Smart beta funds for alpha - Money News | The Financial Express
by Wright Research5 min read
Amid rising India-Pakistan tensions, smart beta funds offer downside protection and alpha potential. These factor-based strategies use metrics like quality, low volatility, and value to reduce risk, enhance returns, and bring portfolio discipline during volatile market conditions.
11 May 2025
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The Economic Cost of War: Detailed report of India's War Economy from Kargil to Operation Sindoor
by Naman Agarwal5 min read
A comprehensive analysis of the 2025 India-Pakistan war, including its impact on the Indian stock market, FII/DII trends, defense and supply chain sectors, and the Balochistan insurgency. Includes latest data, charts, and global index comparisons.
11 May 2025
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Impact on Markets from India & Pakistan Conflicts & War: Kargil, Uri, Operation Sindoor & More
by Siddharth Singh Bhaisora5 min read
Explore how the India Pakistan conflicts & wars historically and including the recent Operation Sindoor, affects markets like Nifty 50 and Sensex, bilateral trade, investor sentiment and more.
11 May 2025
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Can India Become the World’s Electric Vehicle Hub?
by Siddharth Singh Bhaisora5 min read
Explore India’s evolving EV landscape as Tesla, BYD, Ola Electric, and Ather navigate policy hurdles, IPOs, and market dominance.
04 May 2025
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How to Select Banking Stocks in the Current Market Cycle — A Quant + Fundamental Playbook
by Sonam Srivastava5 min read
Learn a step-by-step quant + fundamental framework to pick winning Indian banking stocks in 2025, leveraging RBI LCR reforms, asset quality, and margin drivers.
27 April 2025
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Is Indian IT a Buy in 2025? Tariffs, Valuations & Earnings
by Siddharth Singh Bhaisora5 min read
Trump’s tariff threats, weak earnings, and global uncertainty weigh on India’s IT sector. Outlook cautious for FY26; BFSI stable, other verticals lag. Read to learn more!
20 April 2025
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What Happens Next? Our Strategy for 2025
by Sonam Srivastava5 min read
Wright Research Strategy 2025
13 April 2025
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Real Impact of Trump’s Reciprocal Tariffs On India & The World: Will India Actually Benefit?
by Siddharth Singh Bhaisora5 min read
President Donald Trump unveils sweeping reciprocal tariffs to address the $1.2 trillion U.S. trade deficit, sparking fears of global stagflation and trade wars. India faces a 26% tariff but emerges relatively well-positioned amid the global supply chain shift away from China.
06 April 2025
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Can India’s Cricket Fever & IPL Influence the Indian Stock Market?
by Siddharth Singh Bhaisora5 min read
Explore how cricket shapes India’s stock market behavior—from IPL media deals and brand sponsorships to emotional trading after major wins and losses. See real examples of short-term volatility and long-term economic gains.
30 March 2025
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What is Happening To The Commodity Markets? Why Are Gold & Equities Rising Together?
by Siddharth Singh Bhaisora5 min read
Explore the latest developments in India’s commodities, precious metals, and mining sectors. Discover the impacts of global factors, including China's policies, steel imports, safeguard duties, and gold’s price surge in March 2025.
23 March 2025
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FIIs Are Selling On The Indian Dream: When Will FIIs Return?
by Siddharth Singh Bhaisora5 min read
FIIs have been net sellers in Indian equities, triggering market corrections. Learn about the reasons behind FII outflows, their impact on mid & small-cap stocks, sector-wise trends, and what lies ahead for Indian markets in 2025.
16 March 2025
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Economic Fallout of India & US Reciprocal Tariffs: Who Wins, Who Loses?
by Siddharth Singh Bhaisora5 min read
The U.S. has reintroduced tariffs on China, steel, and aluminum, with reciprocal tariffs on India under review. Explore the economic impact on inflation, trade, and key industries like pharmaceuticals, auto components, and semiconductors.
09 March 2025
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Nifty’s Worst Losing Streak in 29 Years: What’s Next for Indian Markets?
by Siddharth Singh Bhaisora5 min read
Nifty 50 has hit its longest monthly losing streak since 1996, shedding nearly $1 trillion in market value. With foreign outflows rising and investor sentiment at a low, will the bearish trend continue? Read the full analysis here.
02 March 2025
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When Momentum Loses Momentum, Can Quality Become A Winning Trade?
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Momentum investing has faced setbacks in 2023 and 2025, leading investors to question its viability. As factor investing remains cyclical, could quality stocks—with strong financials and stability—be the next winning trade?
23 February 2025
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New US-China Trade War & Its Impact on India
by BG5 min read
Explore how the 2025 U.S.–China trade war is reshaping India's economy, stock markets, and key industries. Learn from past trade wars to anticipate future challenges and opportunities.
16 February 2025
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India Economy Growth in Focus: RBI Cuts Rates, But Is It Enough?
by Siddharth Singh Bhaisora5 min read
The RBI has cut rates, but is it enough to revive economic momentum? Get expert analysis on the latest monetary policy, inflation trends, Indian economy's growth outlook and capital flows.
09 February 2025
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Understanding the Smallcap Dip, Our Strategy & Dissecting Union Budget 2025
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore the reasons behind the recent smallcap stock dip, our investment strategy, and key takeaways from Union Budget 2025. Learn how tax reforms, fiscal policies, and economic growth plans will impact markets and investors, why smallcaps crashed and how we are handling it.
02 February 2025
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Budget winds fill the sails of retail investors. Will it last?
by Wright Research5 min read
Among the stocks that experienced an increase in retail ownership on a sequential basis, almost 50% saw a rise in their stock prices on Budget day, extending gains up to 20%.
02 February 2025
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Will investors flock to agri-stocks after the Budget? | Stock Market News
by Wright Research5 min read
The general feeling is that agriculture is becoming more connected to the bigger consumption story. But moving forward, we could see some action in the smaller, more specific areas of the agricultural sector.
02 February 2025
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Why Are Mid and Small-Cap Stocks Crashing in 2025?
by Sonam Srivastava5 min read
Discover why mid and small-cap stocks are underperforming in 2025, with the Nifty Midcap 150 down 7% and the Nifty Smallcap 250 down 9%. Learn about overvaluation, RBI's policies, global pressures, and FII outflows driving this downturn.
26 January 2025
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Hybrid funds built for volatility - Money News | The Financial Express
by Wright Research5 min read
If interest rates fall, bond component of such funds will benefit.
20 January 2025
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What to Expect from Donald Trump in 2025: Impacts on Markets and India
by Siddharth Singh Bhaisora5 min read
Explore the market volatility, trade dynamics, and sectoral impacts expected under Donald Trump's second term. Learn how his policies could reshape India's IT, defense, and export sectors while influencing global trade and emerging market investments.
19 January 2025
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Earnings Season Predictions: High Growth Stocks to Watch in Q3FY25
by Sonam Srivastava5 min read
Explore key sectoral trends in Q3FY25, including consumer durables, healthcare, agrochemicals, fintech, and premium discretionary. Discover growth drivers, challenges, and investment opportunities amid India’s stable 6% GDP growth and cooling inflation.
12 January 2025
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05 January 2025
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Indian Stock Markets 2024 Wrapped: Key Themes The Market Went Through
by Siddharth Singh Bhaisora5 min read
Explore the key themes shaping Indian stock markets in 2024, from interest rate cuts and diversification strategies to election-year impacts, sector rotations, and capex revival. A comprehensive recap with investment insights for a promising 2025.
22 December 2024
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India’s Capex Story - Will Government & Private Sector Increase Spending in Second Half of FY25?
by Siddharth Singh Bhaisora5 min read
India's capex has grown five-fold over the last decade, fueling infrastructure and economic development. While FY25 began with a slowdown due to elections and fiscal constraints, robust government initiatives, private sector participation signal a strong recovery in 2nd half.
15 December 2024
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What Is The December Effect On Indian Stock Market? Looking At Nifty Indices
by Siddharth Singh Bhaisora5 min read
Explore the December effect in Indian stock markets, with historical Nifty performance trends, sectoral strengths, and insights into key factors driving returns. Learn how investors can strategically navigate December's opportunities and risks for better gains.
08 December 2024
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India's $400 Billion E-Commerce Opportunity: Driven by Digital Growth & Quick Commerce
by Siddharth Singh Bhaisora5 min read
Explore India's rapidly growing e-commerce market, set to reach $400 billion by 2030, driven by rising internet users, rural expansion, mobile commerce, and quick commerce innovations.
01 December 2024
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Will the US indictment have ripple effects on Adani Group? | The National
by Wright Research5 min read
The multinational conglomerate dollar bond prices fell as calls for transparency rise
25 November 2024
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Urban slowdown: What happened to the Great Indian Middle Class?
by Wright Research5 min read
From cement manufacturers and paints companies to alcohol makers and quick service restaurant operators, the message was loud and clear this results season—one of the main engines of the ‘India Story’ is sputtering. How should investors approach the current situation?
24 November 2024
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What Are Adani's Bribery Charges? Is Adani Too Big To Fail?
by Siddharth Singh Bhaisora5 min read
Explore the implications of US bribery charges against the Adani Group, including bribery charge allegations, wider global fallout, and is Adani Group too big to fail. Read now!
24 November 2024
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Why Is The Indian Stock Market Correcting? Analysing Reasons Behind The Recent Crash
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore the causes behind India's recent stock market correction, sectoral impacts, global and domestic challenges, and strategic investment approaches to navigate volatility.
17 November 2024
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Trump 2.0: What Does Post Re-Election Look Like For Asian & Indian Stock Markets?
by Siddharth Singh Bhaisora5 min read
Explore how Donald Trump’s re-election impacts global markets and India, with insights on U.S. equities, tariffs, Indian sectors, and currency trends. Discover the opportunities for Indian sectors, potential risks from high valuations, tariffs, and geopolitical shifts.
10 November 2024
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Understanding the Rise of Luxury Consumption From Affluent India
by Siddharth Singh Bhaisora5 min read
Explore how India’s luxury market is growing at a remarkable pace. Discover the rising growth of affluent India, expanding investments by brands like Dior, Louis Vuitton, and Balenciaga. Learn about shift towards Luxury sector & sectors to benefit from this shift toward premiumisation.
03 November 2024
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Impact of Trump vs. Harris Presidency on Indian Economy, Sectors & Stock Markets
by Siddharth Singh Bhaisora5 min read
Explore how the 2024 US presidential election could affect global stocks, currencies, and US and Indian stock markets. Key insights on the dollar, gold, inflation hedges, and Indian sectoral impacts under potential Harris vs. Trump presidencies.
27 October 2024
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Cyclicals vs Defensive Stocks: Historical Outperformance & Major Sector Rotations in India and US
by Siddharth Singh Bhaisora5 min read
Explore why investors in India and the US are pivoting towards defensive stocks amidst global market uncertainty and policy risks. Learn how cyclical stocks have outperformed in certain periods and how sector rotation is changing in 2024.
20 October 2024
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China's Stimulus Sparks Rally, But Is It Sustainable? And What Does This Mean for Indian Stocks?
by Siddharth Singh Bhaisora5 min read
China's stock market rallied after major multiple stimulus measures. But uncertainty looms over china's economy, labor growth, corporate earnings and long-term sustainability. So, how will this impact Indian stock markets, Indian investors & Indian economy?
13 October 2024
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Middle East Tensions, Chinese Stimulus & US Macro Data Hit Indian Stocks: Is It Temporary?
by Siddharth Singh Bhaisora5 min read
As tensions between Israel and Iran escalate, Indian markets face significant volatility. Crude oil prices surge, impacting key sectors like energy, pharma, and IT. Investors shift focus to defensive plays as geopolitical risks rise.
06 October 2024
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SEBI F&O Report: Individual Traders in F&Os Incur Rs 1.8 Lakh Crore Loss Over 3 Years
by Siddharth Singh Bhaisora5 min read
A SEBI study shows significant losses for individual F&O traders, totaling ₹1.8 lakh crore over 3 years. While institutional traders profited from algorithmic trading, retail investors struggled. SEBI proposes stricter regulations to curb speculative trading and protect small investors.
29 September 2024
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The Growth of India's Semiconductor Industry to $110 Billion By 2030
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore India's rapid growth in the semiconductor industry, driven by government initiatives and international collaborations. Learn about strategic U.S.-India partnerships, rising semiconductor investments, and the future of semiconductor manufacturing in India.
22 September 2024
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Data-driven approach to portfolio construction - Invest in factor funds for higher risk-adjusted ...
by Wright Research5 min read
Investors are increasingly turning to factor funds due to their ability to generate higher risk-adjusted returns. These funds invest in stocks based on factors such as value, momentum, quality and low volatility.
16 September 2024
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Indian Consumption Theme Is Rising: India’s Growing Middle Class & Shift Toward Premium Consumption
by Siddharth Singh Bhaisora5 min read
Explore India's booming consumption story driven by rising incomes, urbanization, and premiumization. Discover the key sectors poised for growth based on the consumption theme in 2024, including FMCG, retail, travel, and luxury goods, as India becomes one of the top consumer markets globally.
15 September 2024
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Impact of Interest Rate Cutting Cycle on Stock Markets: Analysis of Expansions & Recessions
by Siddharth Singh Bhaisora5 min read
Explore how the US Fed's interest rate cuts influence stock, cash and bond performance over 95 years historical trends. We explore how impact of interest rate cuts varies during recessionary & expansionary periods for the economy. Finally, see how interest rate cuts will impact Indian stock markets.
08 September 2024
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How Greed and Fear Drive Stock Market Investors?
by Sonam Srivastava5 min read
Discover how greed and fear drives stock market investor behavior and lead to extreme highs and lows. Learn how to use the Fear and Greed Index alongside other analyses to make smarter, more disciplined investment decisions.
25 August 2024
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Quarter 1 FY25 Earnings Review: Slow Growth Amid Mixed Sectoral Performance
by Siddharth Singh Bhaisora5 min read
Explore the mixed financial performance of Q1 FY25, with 6% sales growth and 4% profit rise in NSE500 companies. Delve into the earnings for different sectors, impact of easing WPI inflation, favorable monsoon, and sector-specific trends on India's economy & share markets.
18 August 2024
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What is the Japanese Yen Carry Trade? Impact on India & Global Markets
by Siddharth Singh Bhaisora5 min read
The unwinding of the Yen carry trade is causing global market volatility, affecting US tech stocks, Indian midcaps, and emerging markets. Explore what is the Japanese Yen Carry trade, impact of yen carry trade on stock markets historically & in 2024.
11 August 2024
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Detailed Analysis of Capital Gains Tax Hike on Smallcases & PMS Vs. Mutual Funds & AIFs
by Siddharth Singh Bhaisora5 min read
Explore the implications of the Union Budget 2024-25 capital gains tax changes on PMS, Mutual Funds, Smallcase, and AIFs. Learn how these tax hikes affect returns, and discover strategic responses by investment managers to optimize post-tax performance.
04 August 2024
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How Does The Budget Impact Your Equity Investing Strategy? Capital Gain Changes & Sector Analysis
by Siddharth Singh Bhaisora5 min read
Explore the 2024 capital gains tax changes made in the Budget 2024, impact of STCG & LTCG on different asset classes and investor strategies. Find how the budget affects key sectors like power, infrastructure, EV, textiles, financials and more!
28 July 2024
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Gold ETFs: Take the SIP route for higher returns - Money News | The Financial Express
by Wright Research5 min read
Allocate 10% of your portfolio to the yellow metal for diversification
22 July 2024
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Budget 2024: Indian Economy Growth With Government Interventions
by Siddharth Singh Bhaisora5 min read
Explore the Union Budget 2024 as Finance Minister addresses India's economic growth challenges. Key highlights of the Budget 2024 include measures to boost consumption, private investments, and job creation while managing fiscal deficit reduction.
21 July 2024
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Invisible Efficiencies of AI: Boosting Labor Supply, Transforming Society and Investing
by Abhishek Banerjee5 min read
Explore the integration of AI into daily life, its impact on labor markets, and its revolutionary role in finance. Discover how AI enhances productivity, drives innovation, and reshapes economic landscapes.
14 July 2024
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Indian Defence Stocks Are Rallying: Growth, Valuations, and Bubble?
by Sonam Srivastava5 min read
Discover why are Indian defence stocks rallying, and the key factors that are driving the Indian defense sector's growth. Driven by record-high defence production and strong defense sector government initiatives understand the growth opportunities in the defence sector.
07 July 2024
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Are New Age Tech Companies Recovering? Detailed Analysis of New Age Stocks
by Madhav Agarwal, Siddharth Singh Bhaisora5 min read
Explore the evolving landscape of New Age Tech Stocks in India. And see why new age stocks are rallying. See our detailed analysis of new age stocks focusing on key drivers, issues and positive developments.
30 June 2024
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Turning Market Fear into Opportunity: A Contrarian Investing Approach For Smart Investors
by Abhishek Banerjee, Siddharth Singh Bhaisora5 min read
Discover the fundamentals of contrarian investing, a strategy that leverages market inefficiencies and emotional reactions to identify undervalued opportunities. Learn how renowned investors like Warren Buffett and Michael Burry have successfully applied these principles.
23 June 2024
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Why Use XIRR Instead of CAGR To Evaluate Your Smallcases Performance | Smallcase How To Guides
by Siddharth Singh Bhaisora5 min read
Discover why XIRR is superior to CAGR for evaluating smallcase investments. Learn how XIRR accurately accounts for periodic investments and provides a true measure of investment performance. This is Your Guide to Calculating XIRR for Smallcase Investments.
09 June 2024
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China's Economy Recovers, Stock Market Rallies - What Does it Mean for Indian Investors?
by Siddharth Singh Bhaisora5 min read
China's stock market shows signs of recovery, but the property sector remains a major challenge. The global economy faces headwinds, while India emerges as a potential beneficiary of the "China Plus One" strategy. Understand the impact on China's stock market recovery for Indian investors.
02 June 2024
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Power of Monopolies: Will Investing In Monopoly Stocks Give Higher Returns?
by Abhishek Banerjee, Siddharth Singh Bhaisora5 min read
See if monopoly stocks outperform the market. Explore the potential of investing in monopoly stocks and how their market dominance can lead to higher returns. Learn why Warren Buffett favors monopolies and how monopoly stocks outperform broader market indices like NIFTY 50 and NIFTY 500 Multi Cap.
26 May 2024
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The Lindy Effect: Can a Company's Age Predict Its Stock Market Performance?
by Siddharth Singh Bhaisora5 min read
Can a Company's Age Predict its Future Success? Lindy Effect is a theory that suggests things that exist for a long time are likely to stay that way. Learn how this applies to stocks and how value investors like Warren Buffett leverage it to pick stocks for long-term success.
19 May 2024
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Key Insights from Q4 FY24 Earnings for Indian Stock Markets & Sectors
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Get a comprehensive breakdown of India's Q4 FY24 earnings season. Explore sector-by-sector performance, key trends & takeaways for investors. Strong growth in domestic cyclicals vs muted performance in defensives. Includes Nifty 50 & Nifty Next 50 analysis.
12 May 2024
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All About Large Cap Stocks With Wright Titan
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Seeking steady growth with minimal risk? Wright Titan offers a data-driven investment strategy focused on large-cap stocks for stability and mid-caps for growth. Learn more about Wright Titan and see if it's right for you.
05 May 2024
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Is Now the Right Time to Top Up Your Investment?
by Sonam Srivastava5 min read
Unsure when to add more to your investments? Explore top-up strategies, the power of time in the market, and how to navigate the current Indian market climate. Discover if market timing can boost returns, the benefits of a long-term horizon, and how to tailor your top-up plan to your goals.
28 April 2024
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Elections 2024 and Their Impact on the Stock Markets
by Sonam Srivastava5 min read
Elections 2024 and Their Impact on the Market and Other Major Economic Indicators
21 April 2024
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Indian Economic Outlook through Consumption and Inflation Trends
by Sonam Srivastava5 min read
Dive deep into India's economic landscape! Explore how consumption patterns, inflation management, and policy decisions shape the nation's growth trajectory and unlock insights for global investors.
14 April 2024
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Earnings Expectation For Sectors In Indian Stock Markets For Quarter 4 FY24
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Anticipated slowdown in earnings momentum across sectors for FY24. Nifty earnings projected to grow 5% YoY in Q4FY24. Explore key insights, sector specific outlooks, and growth forecasts for banking, IT, pharma, real estate, automobile, chemicals, insurance & more.
07 April 2024
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FY24 Stock Market Recap & Outlook For India In FY25
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
The Indian stock market witnessed a stellar year with the Sensex surging nearly 30%. Mid & small-caps outperformed, while IPOs boomed. Get the complete review of Indian stocks markets, including top performers, election impact, and sectors to watch for in FY25.
31 March 2024
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What led to stock market rallies in 2024? Relationship Between Low-Float Stocks & Returns
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Indian stocks have surged, with smaller companies and those with low share liquidity leading the rally. These low-float stocks have fueled the rally so far, but are high valuations sustainable? We analyze recent gains, corrections, and a long-term outlook for Indian equities.
17 March 2024
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Decoding the March Effect: Why Stocks Can Be Volatile in March
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Worried about volatile stocks in March? Learn about the "March effect" and how factors like budget announcements & tax deadlines impact Indian markets. Discover why this seasonal trend occurs in March.
10 March 2024
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Understanding SEBI's Advisory on Small Cap & Large Cap Mutual Fund Inflows
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
SEBI's directives on small & mid-cap funds raise questions for investors. Understand the impact, industry response, and what it means for your portfolio. Read more!
03 March 2024
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Investing in Multibagger Stocks in India: A Guide for 2024
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Discover the secrets of multibagger stocks in India! Learn key characteristics, analysis strategies, and potential risks to find high-growth investments that multiply your returns. This guide also looks at examples of multibagger stocks such as Varun Beverages, Jindal Stainless, Tata motors & others
25 February 2024
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Optimal Rebalancing Frequency: How Often Should You Rebalance Your Momentum Portfolio?
by Sonam Srivastava5 min read
Illustration depicting various factors influencing the optimal rebalancing frequency for a momentum portfolio
18 February 2024
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The PSU Rally: Why are they Soaring and Should You Invest?
by Sonam Srivastava5 min read
Public Sector Undertaking Stocks Boom: Should You Join the Herd or Stay Alert?
11 February 2024
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Top Sectors to Invest in After the Interim Budget
by Sonam Srivastava5 min read
Exploring Investment Opportunities: Top Sectors Post-Interim Budget 2024
04 February 2024
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What To Expect From India's Interim Budget for 2024?
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore the expectations for India's interim budget FY25, set for presentation on February 1, with insights on fiscal consolidation, defense and railways sector boosts, and strategies to address India's consumption challenges. Read more!
28 January 2024
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Q3 Earnings - How Are Indian Companies Performing? What To Expect From Different Sectors
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore our concise overview of Q3 FY24 corporate earnings across key Indian sectors. Discover insights into IT, Telecom, FMCG, Banking, NBFC, and Pharma industries, highlighting trends in sales, EBITDA, PBT growth, and sector-specific challenges and opportunities.
21 January 2024
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Interest Rate Cut Expectations In 2024 For India, US & the World: Impact On Stock Markets
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore the anticipated interest rate cuts in 2024 and their impact on global and Indian stock markets, economies, and businesses. Understand the reasons behind these cuts, including easing inflation and changing macroeconomic policies.
14 January 2024
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How To Maximize Returns Based On Your Diversification Ratio?
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Dive into our comprehensive analysis of small-cap and large-cap stocks in the Indian equity market. Discover their unique return potentials, risks, and the importance of diversification in different market conditions.
07 January 2024
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31 December 2023
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Should you invest in overlapping momentum investing strategies?
by Siddharth Singh Bhaisora5 min read
Can you overlap momentum investing strategies to outperform traditional momentum strategies? Jump into how similar but different momentum investing strategies can give higher risk-adjusted returns. We combine theoretical concepts along with practical research to answer this important question!
10 December 2023
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Are Foreign Investors Bullish On India? Will Foreign Portfolio Investor Invest In India Growth Story
by Siddharth Singh Bhaisora5 min read
Understand why foreign portfolio investors are bullish on Indian stock markets. Examine Foreign Investors' investing activity, look at inflows & outflows across different sectors. Learn why India is outperforming China & other emerging market countries & what foreign investors are investing in.
26 November 2023
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Greatest ODI Cricket Team Ever? Investing Lessons From India’s Cricket Dominance
by Siddharth Singh Bhaisora5 min read
Explore the Indian Cricket Team's historic ODI World Cup run and discover valuable investing lessons. From cricket strategies to stock markets, find insights for success.
19 November 2023
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How to Trade in Gold in 6 Simple Steps
by Alina Khan5 min read
Unravel the complexities of gold trading in six simple steps. Learn essential aspects of gold trading, including its economic impact, supply-demand dynamics, and strategic approaches. Whether you're a novice or an experienced investor, discover the step-by-step process to navigate.
12 November 2023
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Festive Season Forecasts a Bright Spark for India's Economic Revival
by Sonam Srivastava5 min read
Explore the economic impact of India's festive season, from surges in consumer spending to sectors thriving during festivals. Get insights on top investment picks.
05 November 2023
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Impact Of Elections on Indian Stock Markets
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore the historical impact of elections on Indian stock markets from 1989 to 2019. Discover market insights, sectoral analysis, and investing factors through wright blogs.
29 October 2023
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Comprehensive Q2 Indian Stock Market Analysis: Earnings, Market Valuation, Volatility, Trends & More
by Sonam Srivastava5 min read
Explore Q2 earnings, market valuations, monetary policies, key sectoral trends, inflation and navigate through India's economic landscapes, market volatility, and future investment potentials. We look at where the Indian Stock Market & Economy are today, and what are the key themes playing out.
08 October 2023
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Equity Funds vs Debt Funds: Making Informed Investment Decisions
by Alina Khan5 min read
Explore the world of mutual funds with a focus on Equity and Debt Funds in India. Learn the distinctions, merits, and considerations for each, and delve into strategic investing insights for different financial goals and risk appetites, with a lens on effective portfolio diversification.
01 October 2023
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Will market volatility continue? Where to invest in volatile times?
by Sonam Srivastava5 min read
Explore the factors driving global market volatility, from macroeconomic shifts to sector-specific trends. Dive into the Indian stock scenario, understand the long-term market outlook, and discover strategies to invest wisely in these uncertain times.
24 September 2023
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Inflation in India 2023 - Causes, Impact & What to Expect for Indian Stock Market & Investors
by Siddharth Singh Bhaisora5 min read
How is India’s inflation in 2023 doing - what is the effect on food and fuel prices, and the government's strategies for stabilisation. Understand Why India’s inflation has increased, where it is expected to go and how this will impact the Indian Stock Markets and you as Investors. Read now!
17 September 2023
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Dilemma of Portfolio Diversification: Understanding Concentrated Portfolios - Alpha Prime
by Sonam Srivastava, Siddharth Singh Bhaisora5 min read
Explore the pros and cons of diversification in your investment portfolio. Understand how the right balance between concentration and diversification can maximize your returns. Learn how concentrated portfolios can improve the performance of your portfolio without diversification.
10 September 2023
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Complete Guide to Factor Investing & the Wright Factor Fund PMS
by Sonam Srivastava5 min read
Tired of the stock market maze? Wright Factor Fund PMS offers a data-driven solution. Discover factor investing, a scientific approach for long-term capital appreciation. Invest smarter, not harder. Explore Wright PMS - The Future of Investing.
03 September 2023
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Investing in India's New Age Sectors: A Public Stock Market Perspective for 2023
by Sonam Srivastava5 min read
Investing in India's New Age Sectors: A Public Stock Market Perspective for 2023
27 August 2023
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Top Indicators For Momentum Investing
by Sonam Srivastava5 min read
Discover the power of momentum investing in our latest article! Learn about key indicators used by seasoned investors, the role of behavioral finance, and strategies like time series, relative, and dual momentum.
13 August 2023
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Unleashing the Power of Momentum: Factors to Consider before Investing in Small Caps
by Sonam Srivastava5 min read
Explore the uptrends in small-cap stocks and the power of momentum investing. Dive into key factors fueling these trends, explore portfolio performances, and get an intricate look at sector and industry trends. A must-read for investors seeking to understand and tap into these promising trends.
16 July 2023
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Alpha Prime: Unveiling Our New Concentrated Momentum, High-Risk Investment Portfolio
by Siddharth Singh Bhaisora5 min read
Alpha Prime: Unveiling Our New Concentrated Momentum, High-Risk Investment Portfolio
09 July 2023
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Complete guide to Factor Investing & Wright Balanced Multifactor Portfolio
by Siddharth Singh Bhaisora5 min read
Looking to demystify factor-based investing? Dive into our comprehensive guide on what is factor investing, the different risks of factor investing, the power of factor investing. Gain insights into the most frequently asked questions about the Wright Multifactor Balanced portfolio. Read now!
02 July 2023
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Best Small Cap Stocks 2023: Top Investment Picks
by Siddharth Singh Bhaisora5 min read
Explore top small cap stocks for 2023. Unlock potential investment picks for potential growth and maximize returns in the stock market. Read more.
02 July 2023
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New-Age Stocks: A Winding Road to Profitability and Investor Confidence
by Wright Research5 min read
New-Age Stocks: A Winding Road to Profitability and Investor Confidence
25 June 2023
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18 June 2023
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Guide to Quant Investing 2: What is Quantitative Trading?
by Sonam Srivastava5 min read
Introduction to Quantitative Strategies: An Indian Perspective
11 June 2023
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Market & Performance Update - 4th June 2023
by Sonam Srivastava5 min read
Market & Performance Update - 4th June 2023
04 June 2023
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Nifty @ All Time High, Adani stocks, Debt Ceiling - A Guide in Memes
by Sonam Srivastava5 min read
Nifty @ All Time High, Resurgence in Adani stocks, Debt Ceiling - A Guide in Memes
28 May 2023
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Emerging Trends in the Market Q1 FY24
by Sonam Srivastava5 min read
Emerging Trends in the Market Q1 FY24
21 May 2023
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Top Auto Stocks in India 2023: Best Automobile Stocks
by Siddharth Singh Bhaisora5 min read
Revving Up: Indian Automobile Sector Hits the Accelerator in FY23
14 May 2023
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Indian Banking Sector: A Promising Investment Opportunity
by Sonam Srivastava5 min read
Indian Banking Sector: A Promising Investment Opportunity
07 May 2023
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India's IT Sector - Opportunities & Challenges
by Siddharth Singh Bhaisora5 min read
The Indian IT sector has recently experienced a rollercoaster of fluctuations
30 April 2023
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Portfolio Allocation for Tackling Market Turbulence
by Wright Research5 min read
Portfolio Allocation for Tackling Market Turbulence
09 April 2023
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26 March 2023
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19 March 2023
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Artificial Intelligence in Investing
by Sonam Srivastava5 min read
Artificial Intelligence in Investing
12 March 2023
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History of Momentum Investing and its Strategies ⚡️
by Sonam Srivastava5 min read
Uncover Momentum Investing: Definition, Smallcase Integration, India-specific Strategies. Explore benefits & history at Wright Research for growth potential.
05 March 2023
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26 February 2023
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19 February 2023
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Why Momentum Investing?
by Sonam Srivastava5 min read
Explore the insights into momentum investing strategies. Learn Why Momentum Investing works with expert analysis from Wright Research's informative blogs.
12 February 2023
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05 February 2023
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22 January 2023
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Impact of Global Recession on Indian IT sector
by Sonam Srivastava5 min read
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.
15 January 2023
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Earning Momentum Definition and Strategy
by Sonam Srivastava5 min read
Unleash earnings momentum strategy power. Define, calculate, and see its impact on management, revenue. Maximize investment potential with the factor. Check now.
08 January 2023
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01 January 2023
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Bye 2022. You wont be missed!
by Sonam Srivastava5 min read
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!
25 December 2022
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Emerging Investment Themes for 2023
by Sonam Srivastava5 min read
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.
18 December 2022
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Overvaluation, Rate Hikes and What Looks Attractive?
by Sonam Srivastava5 min read
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.
11 December 2022
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Markets @ All-Time High | Factors to Watch
by Sonam Srivastava5 min read
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!
27 November 2022
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This week in investing memes
by Sonam Srivastava5 min read
Let’s unwrap the market with some charts and some high-quality memes!
13 November 2022
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The Multibaggers of Momentum
by Sonam Srivastava5 min read
Explore the concept of Multibagger Momentum. Discover the best multibagger stocks, learn how to find & understand the key characteristics that drive their success in the stock market.
06 November 2022
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Investor Questions Answered - Diwali Edition
by Sonam Srivastava5 min read
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…
23 October 2022
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We have raised 1M$ in funding from Orios Ventures
by Sonam Srivastava5 min read
We have raised 1M$ in funding to serve you better
16 October 2022
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Earnings - Do they even matter?
by Sonam Srivastava5 min read
Earnings release is a huge event every quarter. Let's analyse if that actually matters...
16 October 2022
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Sectors that benefit from Rising Dollar
by Sonam Srivastava5 min read
The dollar has had a drastic rise above all other major global currencies and companies that export to US stand to gain.
02 October 2022
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Inflation and Fear of Recession in the US and Impact on India
by Sonam Srivastava5 min read
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.
25 September 2022
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Sectors where Mutual Funds are buying in 2022
by Wright Content Team5 min read
Did you know that tracking the stocks that are being bought by large institutions like Mutual Funds can be a very profitable investing strategy?
04 September 2022
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Is festive season the time to bet on consumption?
by Sonam Srivastava5 min read
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.
21 August 2022
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All about bear markets. How to navigate one?
by Sonam Srivastava5 min read
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.
19 June 2022
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Sector Rotation Strategy & Business Cycles
by Siddhart Agarwal5 min read
Maximize Returns with Sector Rotation Strategy. Identify stock market sector rotation opportunities in different business cycle phases. Explore Wright Research now.
29 May 2022
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Inflation & It's Impact
by Sonam Srivastava5 min read
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!
15 May 2022
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Can we Invest in Atmanirbhar 🇮🇳 theme?
by Sonam Srivastava5 min read
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.
24 April 2022
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Falling Rural Demand vs Rising Agri Commodities
by Sonam Srivastava5 min read
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?
10 April 2022
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What is Factor Investing - Benefits and Risks
by Sonam Srivastava5 min read
Discover the concept, benefits, & strategies of factor investing in India. Explore factor investing in mutual funds, understand how it works, & stay updated with the latest research & examples.
27 March 2022
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Decoding the Fund Flow
by Siddhart Agarwal5 min read
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?
20 March 2022
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The Wild Commodity Price Rise
by Siddhart Agarwal5 min read
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.
13 March 2022
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Serving Consistent Market Returns
by Sonam Srivastava5 min read
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.
27 February 2022
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Market Overview - Key Investor Questions
by Sonam Srivastava5 min read
As volatility kicks in to the market with rising inflation in the US and rising Crude prices, we answer some key investor queries
13 February 2022
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Market Volatility Decoded
by Siddhart Agarwal5 min read
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.
30 January 2022
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What to expect in the run-up to the Budget?
by Sonam Srivastava5 min read
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
23 January 2022
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Indian startups chase surge in retail investors
by Nikkei Asia5 min read
Wright Research's has multifactor strategy based on quantitative research, and new themes such as Momentum, Smallcaps, Innovation, New India Theme and many more that aim to take advantage of the bull market. Click to read more!
10 January 2022
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New Year, Key Investor Queries
by Moneycontrol5 min read
Market can scale new highs if the Budget delivers on growth: Sonam Srivastava of Wright Research
09 January 2022
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This Diwali, add sparkle to your portfolio with Wright Research.
by Siddhart Agarwal5 min read
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.
01 November 2021
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Markets at a Discount
by Sonam Srivastava5 min read
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%.
24 October 2021
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SIP Investment Guide: What is SIP, How to Start, Benefits, & Is It Worth It
by Siddhart Agarwal5 min read
Discover the benefits of Systematic Investment Plan (SIP) and how it works. Start investing early with SIP to achieve your financial goals. Learn more now.
19 September 2021
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Market Pulse - Deep Dive
by Sonam Srivastava5 min read
There's uncertainty in the equity markets and churn happening from cyclical to defensive sectors. Investor nerves are frayed!
22 August 2021
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The Burning Investor Questions
by Siddhart Agarwal5 min read
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?
15 August 2021
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How to handle panic in the markets?
by Sonam Srivastava5 min read
The crash in Adani stocks on Jun 14th shook our portfolios, In this post we talk about this scenario and how we handled it.
27 June 2021
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Sector Rotation with Augment Capital
by Sonam Srivastava5 min read
Sector rotation strategies may help you align your portfolio with your market outlook and the different phases of the business cycle
04 April 2021
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Bond Yields, Commodities, Inflation & Equity Markets
by Sonam Srivastava5 min read
In the last couple of weeks we have heard these terms - bond yields, commodity price rise, inflation while watching the equity markets countless times. Let's try to understand where we stand now.
07 March 2021
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Wright is open for new subscribers!
by Sonam Srivastava5 min read
Your favourite quant advisor is back up and open for business. Now as a corporate SEBI registered investment advisor! So if you have been waiting to start your subscription with us, now is the time!
17 January 2021
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Rebalancing Updates: December 2020
by Sonam Srivastava5 min read
Last month was a good month for the Wright portfolios. Our tilt towards smallcap stocks and financial stocks worked in our favour.
06 December 2020
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Wright ⚡️Momentum
by Sonam Srivastava5 min read
Wright is launching a Momentum basket as a free for all research product, this portfolio invests in trending stocks
06 December 2020
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Trading US Elections with Data Science
by Sonam Srivastava5 min read
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
04 October 2020
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Three month performance update
by Team Wright5 min read
We have completed 3 months since we started our multi asset tactical portfolios!
27 October 2019
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Deep Learning in Finance
by Sonam Srivastava5 min read
We look at practical application of deep learning models in trading and finance
01 October 2017
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