AUTHOR
Kavitha Narayan
Kavitha has a strong background in Products, Fund Research, Performance Analysis and Operations with leading names such as Morningstar, HSBC and BNY Melon to name a few.
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Market Outlook: April 2026
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As we enter April 2026, the Indian investment landscape presents a nuanced and complex picture. While the long-term secular growth story remains intact, driven…
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Market Outlook – March 2026
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February 2026 unfolded against a backdrop of heightened global macroeconomic uncertainty. Escalating geopolitical tensions disrupted global risk pricing, energy shocks triggered a repricing of…
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Market Outlook – February 2026
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Macro Stability, Flow-Driven Volatility & Valuation-Led Rotation The Growth vs Inflation chart highlights a critical regime for January 2026India remains in a positive growth–disinflation…
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Monthly Market Outlook – January 2026
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India’s fundamental growth story — powered by resilient domestic demand, structural reforms, and demographic tailwinds — continues to underpin investor confidence. The outlook for…
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Monthly Market Outlook: December 2025 –
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Markets have been driven by growth and buoyancy. Domestic demand and consumption remain robust; consumption’s share of GDP at ~61.4% shows a structural tilt…
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Monthly Market Outlook: November 2025 – Are the markets back in vogue?
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Markets have remained in a volatile phase throughout 2025, but we have witnessed a turnaround as we entered the month of November despite them…
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Silver : Shining brighter than Gold?
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Gold has traditionally been deeply financialized. However, Silver is a metal that has been recognized for its rarity and usage. While being more affordable,…
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Market Outlook – September 2025
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The India consumption story has been bolstered by multiple measures including the most recent GST reforms. Whilst domestic growth has remained a persistent topic…
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Monthly Market Outlook – August 2025
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Currency Depreciation, tariffs and its impact on exports, and an economy that is significantly impacted; these have been a few of the bustling discussions…
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Monthly Market Outlook – July 2025
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India has been witnessing a transformation like no other, a burgeoning ecosystem of startups, in particular those addressing deep tech and agriculture need, competition…
