market-commentary

MARKET COMMENTARY

Scroll Down

Prudence In The Short Term

Apr 22, 2016

1:57 pm

Equities We laid out a clear and optimistic green shoots story for Indian equities in our maiden Sanctum Investment Strategy Call earlier this week At the time the Nifty was at 7550. The market obviously saw the same things we saw and we have seen the Nifty zoom higher by 4.0% in a holiday shortened…

Read More

Positive Developments In The Domestic Economy

Apr 11, 2016

1:14 pm

Equity Positive Developments in the Domestic Economy Over the past few weeks, we have been noting a number of positive economic developments in the domestic economy. In particular, we see upticks in leading and coincident indicators in the transportation sector. This is of particular importance as transports are a leading indicator of economic activity. Valuation…

Read More
Top