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!
No one factor works well all the time! So let’s talk about the Multi-Factor portfolio. Wright Research’s Multi-Factor portfolios were the first portfolios we started with three years ago, and they have had a fantastic run.
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 biggest USP for Wright Research portfolios is our strong investment philosophy. It is a great thing that this philosophy has also led to a fantastic performance.
Last week, Wright completed one year of offering our flagship portfolios to investors via smallcase! This first year of our journey has been the most incredible