Category: Articles

  • 3Cs behind selloff gone; it’s buying season on D-St

    Investors on Dalal Street should not panic and continue to invest in equities systematically to achieve their life goals, as a major correction in the domestic equity market seems to be over for now, says Sampath Reddy, Chief Investment Officer, Bajaj Allianz Life Insurance

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  • Investors Underweight on Equities Should Buy On Dips

    The Indian markets presently seem to be in a consolidation mode, and the correction has been accentuated by various macro challenges like elevated crude oil prices, rupee depreciation versus the dollar and the recent credit and liquidity crunch due to default by a major infrastructure lender. Global risk aversion — led by rising interest rates … Continue reading Investors Underweight on Equities Should Buy On Dips

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  • Rupee Reality Can be Best Understood from a Global Context

    The rupee has been the topic of much debate this year, as it has been slipping to new lifetime lows every second day. However, what also needs to be seen in context is that this depreciation has happened amidst global strength in the US dollar and risk aversion in global emerging markets. This has resulted … Continue reading Rupee Reality Can be Best Understood from a Global Context

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  • Quarterly Market & Macro Review & Outlook As of September 2018

    Click here to download Quarterly Market & Macro Review & Outlook July –September 2018

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  • CIO comments on RBI Bi-monthly Policy, October 2018

    RBI surprises markets by keeping rates unchanged and changing policy stance to “calibrated tightening” The RBI Monetary Policy Committee (MPC) went against broad market expectations and kept the policy unchanged (with five MPC members voting for keeping rates unchanged and one member voting for a rate hike). It also surprised, by changing its monetary policy … Continue reading CIO comments on RBI Bi-monthly Policy, October 2018

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Recent Weekly Market Update

  • Weekly Market Update – 26 July 2024

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  • Weekly Market Update – 19 July 2024

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  • Weekly Market Update – 12 July 2024

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