Category: Articles

  • Macro Economic Heatmap – Nov 19

    Click here to download Macro-economic Heatmap – Nov 2019

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  • CIO interview – Returns for equity and debt funds have converged over 5-year period

    Above article is published on “ET Markets” online news portal, for more information visit: – https://economictimes.indiatimes.com/markets/expert-view/returns-for-equity-and-debt-funds-have-converged-over-5-year-period-sampath-reddy/articleshow/72003946.cms

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  • Quarterly Market & Macro Review – October 2019

    Click here Quarterly Market & Macro Overview – Oct 2019

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  • RBI Bi-monthly Policy, October 2019 – Comments by Chief Investment Officer

    The RBI Monetary Policy Committee (MPC) voted to cut the policy repo rate by 25 bps, with all MPC members unanimously voting for a rate cut (5 members for 25 bps cut and 1 member for 40 bps cut). The MPC decided to continue with an ‘accommodative’ stance as long as it is necessary to revive growth, while ensuring that the inflation remains within the target. We believe that this is a dovish rate cut, with the possibility to reduce the rates further if needed. Even though some small sections of the market was expecting 40 bps rate cut, a 25bps rate cut along with dovish approach is positive for the market.

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  • CIO Comments – Govt. provides large fiscal stimulus to help aid economic slowdown

    The government announced a large fiscal stimulus by slashing corporate tax rates for domestic and new manufacturing companies, in a bid to deal with the current economic slowdown and help pump-prime the economy and promote investment. For domestic company, the corporate tax rate has been reduced to 22% (plus surcharge, effective tax rate 25.17%), from … Continue reading CIO Comments – Govt. provides large fiscal stimulus to help aid economic slowdown

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Recent Weekly Market Update

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  • Weekly Market Update – 13 June 2025

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