Hindenburg Research recently accused Adani group of several irregularities and raised concerns about its accounting practices, corporate governance, and environmental record. We take an objective look at both the good and dark side of the Adani group in this article and derive lessons for investors.
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Are The Rats Leaving A Sinking Ship? FIIs exit India; look towards other Emerging Markets, It Was Getting Lonely At The Top - We are at the same Sensex level as compared to the oct, 2021 peak, US Equities Are Feeling The Heat - Nasdaq 100 corrected 28% from its peak level in Nov, 2021, Nothing’s Getting Cheaper In The US, The Global Supply Chain is Normalizing.
The analysis here will help taxpayers understand the pros and cons of each regime and make an informed decision about which is better for their individual financial circumstances, providing valuable insights and information.
A common question asked by the great Indian middle class when it comes to the India budget. The ultimate birthday gift for the country. They wait with bated breath to see what goodies the government has in store. The blog is a journey into the minds of the people who keep the country's economy ticking.
Since independence, numerous developments and reforms have shaped the Indian economy through Union Budgets. It has always evoked a sense of trepidation for various reasons which were discussed in the run up to the budget speech. We take a look at the various budgets over time and how they shaped the change in India over the last 75 years.
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Sensex Closed Positive in 2022 amidst all the macro headwinds, Domestic Investors Continued to be Resilient in 2022, Opportunities in Debt Investment Continues, Evergreen Gold Is Shining Again, Record Direct Tax Collection in FY2022-23.
As 2022 passes by, it’s time for our annual crystal ball gazing. Good to check our progress and plot the way forward. Like we say every year "Analyze, Plan And Execute The Strategy."
And on looking back at what we had said about 2022, we seemed to have had 95% of the game analyzed and predicted. Taking a pat on our backs for that. Like we have always said “It is hard to predict anything in general, but pointers... Yes, they help in planning and executing for the foreseen eventualities.”
RBI has implemented a pilot central bank digital currency (CBDC) in 4 cities aimed to complement, rather than replace, current forms of money and will provide an additional payment avenue to users, not replace the existing payment systems. The article takes a look at the pros and cons of the same.
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: India’s Q2 FY23 GDP Grows In line With Market Expectation .Q2 FY23 Corporate Earnings .India is nearing the Peak of Interest Rate Hike .US Equity: NASDAQ converging with Dow Jones . ₹ 1.4 Lakh Crore of GST Collection is the New Normal
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Indian Equity market is Standing Strong Amidst Global Issues, Highest ever DII Inflows in a Calendar Year, Shift of Sector Leadership, Stagnation of All Asset Class, Inflation is Cooling-Off.
Home loans have either floating or fixed interest rates. And the RBI MPC has hiked the repo rate. The article looks at whether you should prepay your home loan or continue paying the EMIs in light of the new variables in the market.
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: India’s Growth Continues to Diverge from Global Growth, India… A Fast-Growing Economy with lower Leverage than the World, INR standing relatively strong against USD, Noise of High Inflation will be a Thing of Past!, Indian Equity is Fairly Valued.
