Stagflation Shadow On The World
Rising inflation, high unemployment and depreciating currencies have given birth to a vicious cycle that could very well dismantle the fragile post-Covid recovery. Can India escape this fate?
Kamalika Ghosh - May 31, 2022
Not worth the wait
With a surge in COVID-19 cases, economists are worried if the fragile recovery India has made will collapse under a new round of restrictions
April 02, 2021
“Everything about the market recovery is not froth”
Axis Mutual Fund's Jinesh Gopani on why he is betting on IT and consumption stocks
N Mahalakshmi - March 01, 2021
Why EMs are more immune to COVID-19 disruption than DMs
GMO’s EM equity team makes a case for MSCI EM Index’s resilience and speedy recovery
July 30, 2020
Crude is cheap but is it a good time to buy into OMCs?
Their valuations look slippery as demand recovery looks uncertain
Debangana Ghosh - May 21, 2020
Hope Blooms
Foreign investors have pushed the indices to a record high on expectations of reforms push and earnings recovery. Slippage on either could spoil the party
V Keshavdev - June 11, 2019
Bank on this transition
With provisions peaking and rising hopes of an economic recovery, banks may be a good parking lot for patient investors
Prathamesh Mulye - June 11, 2019
Is the worst over for small-cap and mid-cap stocks?
After dropping sharply in the past six months, small-caps and mid-caps have started showing price recovery
July 31, 2018
Is This The Best Time To Buy Into FMCG Stocks?
Five months after demonetisation, the FMCG sector’s recovery prospects remain tentative
April 26, 2017
Is The Recovery In Metal Stocks For Real?
A sharp recovery in metal prices have rubbed off on metal stocks. But their valuations exude too much optimism
Jitendra Kumar Gupta - March 31, 2017
