Indian equity markets have remained resilient despite both global and domestic headwinds. Even as the US and European markets have tanked 8-10%, and Nasdaq 30% so far this year, Indian benchmark indices have gained around 4% and are close to reclaiming all-time highs. Nifty may touch a fresh lifetime high of 19000 by calendar year-end, … Read more
“One of the reasons why America was great is capital innovation and productivity. I think capital is available now across the world if there is a good idea but we will see a massive productivity cycle being unleashed in India,” says Hiren Ved, CEO, CIO & Director, Alchemy Capital Management. What is happening in banking … Read more
“One of the reasons why America was great is capital innovation and productivity. I think capital is available now across the world if there is a good idea but we will see a massive productivity cycle being unleashed in India,” says Hiren Ved, CEO, CIO & Director, Alchemy Capital Management. What is happening in banking … Read more
“One reason why the markets have held up so well in India is because after a long time, earnings growth is looking real. In a Covid year, earnings were up 18%. The next year, which is 2021-22, earnings were up 37-38%. On top of these two years of earnings growth, we were talking about a … Read more