The Indian equity market has been on a tear of late, significantly outperforming other asset classes in India as well as other equity markets globally. There are three reasons for this strong performance: the first, a return to risk-taking across the world as well as some other economies going out of favour; the second, a bottoming out of the Indian economy; and the third, the historic electoral verdict that is likely to support market valuations for several months. Even if market commentators seem to be focused only on the last of these, all three are equally important, particularly for forward-looking analysis.
Hush on the shop floor
With significant excess capacity plaguing the industry, recovery in investments will be slow and painful
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021