Oct 7, 2025 6:43 am
• As we enter a new quarter we see little reason to deviate form our core portfolio advice. • We expect China’s upcoming fourth plenum to deliver further structral reasons for optimism on Chinese equity market. • A female Prime Minister in Japan provides further evidence of Japan’s transformation. • As long as fiscal and…
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Oct 6, 2025 9:21 am
August Tariffs – Another Brick in the Wall The defining feature of the quarter was the 1 August tariff reset. A 10% universal baseline tariff was imposed on most imports, with higher rates for Japan, Korea, Canada, Mexico, and the EU. China was granted a temporary truce at 10% until November while longer-term terms are…
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Sep 30, 2025 12:19 am
• Corporate CAPEX growth of 11% this year as spurred global growth to surprising heights • Q2 US GDP surprises to the upside (3.8%) and 3% likely in Q3 • Tech spending a major driver; the sector should still perform well • High Grade bond spreads narrow still further – could they stray to negative?…
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Sep 23, 2025 7:34 am
• Further Fed cuts rates as expected, but the backdrop remains mired in politics and evolving economic landscape • The US economic data is particularly difficult to interpret, and patience is needed – but try telling the President • Risk of Fed policy error is high • Bank of England appears in no rush to…
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Dear Investor,
As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.
https://www.bseipf.com/investors_education.html
We believe that an educated investor is a protected investor !!!
Attention Investors: No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No need to worry about the refund either, as the money remains in the investor’s account. Prevent Unauthorized Transactions in your demat and broking account −> Update your mobile numbers/email IDs with your stock brokers and depository participants. Receive information of your transactions directly from Exchange & NSDL on your mobile/email at the end of the day..... Issued in the interest of Investors. (Ref Circular No : NSE/INSP/27346, BSE/ 20140822-30, NSDL 2014/94/97 & 2015 / 104). KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
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