Jan 20, 2026 7:37 am
• US growth has been firmer than many feared • As geopolitics remains hot, tariffs are back on the agenda • We see risks of Europe experiencing faltering growth, and higher US inflation • To us, Japan is still a clean story For a brief moment late last week, it felt as though the global…
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Jan 19, 2026 11:22 am
• Global growth is expected to slow further in 2026, led by a deceleration in the U.S. economy. • Economic activity in India should improve driving earnings towards double digits in FY27. • Valuations have eased across most segments, though pockets of overvaluation persist • Indian equity returns may remain muted but more broad-based in…
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Jan 13, 2026 7:16 am
• Markets stay firm despite political volatility and mixed macro signals • Supreme Court likely to curb Trump’s tariff powers, easing trade tail risks • Jerome Powell pushes back • US tax cuts and earnings season offer near-term support, led by tech • Inflation data next week may challenge the disinflation narrative • East outperforms:…
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Jan 7, 2026 9:59 am
The Best May Be Behind Us • 2026 begins with momentum, not new policy support. Early gains are possible, but returns must be earned through growth and earnings. • The easy part of the cycle is over. Markets will prioritise growth first, inflation discipline second, and rate cuts only at the margin. • Capital is…
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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 !!!
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