WHAT IS ABATING THE FEAR OF UNKNOWN

Published on – 06-June-2020 The equity markets around the world have rallied in last couple of weeks including India; defying all the damage to the underlying economic activity across geographies in the wake of COVID 19 pandemic led lockdown. We here, in this paper, are trying to infer the reason of this rally as Dow […]

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Macro Outlook – Market Turmoil 2020.

Published on 19th March, 2020. Are you surprised by the immediate Sharpe correction taking place in equities around the World, well surprise was already there since last couple of years.. Equities in US had a dream bull run, defying all logics and fundamentals for a prolonged period of time. COVID-19 is certainly a huge trigger. […]

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Budget 2020 – A Silent Boost to Consumption

Published on Feb 12, 2020. The budget 2020 can be called a budget with the mammoth expectations for the Economy, Markets & Investors.  The second lengthiest budget speech by Finance Minister though has left many disappointed. We are here interested to make out how this Budget is going to impact markets for next one year […]

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Positives are Weighing Higher

Published on Oct 29, 2019. On September 20th 2019, Finance Minister Nirmala Sitharaman surprised the street with the steepest cut in Corporate Tax Rates ever. This was a booster for the falling stock market as the profit estimates revised immediately. Stock markets immediately reacted and gained more than 8% in two days only. The Nifty […]

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Picking up nickels in front of a steam roller…

Published on Sept 24, 2019. This is what many retail investors got into doing since last couple of years. The investing metaphor became a reality on Friday. Selling far strike options gradually got a lot of favoritism among retail investors in last few years mainly due to the rise of discount brokerages which made such […]

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Market Event – Corporate Tax Rate Cut

Published on Sept 21, 2019. Key Highlights – 1. FM cuts corporate tax rate from 30% to 22%. The effective tax rate for a large cap company reduced from 34.95% to 25.17%. Almost 10% reduction in absolute terms translating into 28% lesser tax outgo.2. Govt projects INR 1.45 trillion revenue loss for FY 20.  Impact […]

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