Yearly Archives: 2023

Outlook for 2024

As we welcome a new year, a fresh outlook is always important. Let’s look at the opportunities and threats in the upcoming year for equity market investors. Union Budget and General Election The Union budget is usually the first major domestic event that we look forward to. The general elections…

Rewind 2023

In this blog, we look back at what happened in 2023. Higher interest rates define the new macroeconomic regime today. The coming decade will be very different from what we have seen after the GFC. Expanding production capacity helped central banks stabilize the economy and fuel growth through loose monetary…