Author name: fundyantra

Fundspeak

Market Outlook for July 2024 by Nilesh Shah – release date 11/07/2024

Market outlook in July 2024 remains almost unchanged from last month as Global economic dynamics shifts to protectionism, inflation tapers, and India’s growth outlook remains robust amid geopolitical tensions. Nilesh highlights the opportunities in Indian Markets, particularly Consumer and banking sectors as well as long duration debt and gold investments.

, ,

Market Outlook for July 2024 by Nilesh Shah – release date 11/07/2024 Read Post »

Fundspeak

Debt Market Oulook June 2024 by Dhawal, Edelweiss Mutual fund – released 24th june 2024

Summary Debt market outlook for June 2024 is positive due to various triggers like government support, RBI surplus transfer, improved ratings, and economic growth. Key insights

, , ,

Debt Market Oulook June 2024 by Dhawal, Edelweiss Mutual fund – released 24th june 2024 Read Post »

Fundspeak

EquityMarket Outlook June 2024 By Trideep Bhattacharya, Edelweiss Mutual fund – released on 24th June 2024

Summary Nifty50 index saw 14% YoY earnings growth in March quarter fi 24. Industrials and capital goods sectors up, while consumer stocks down. Expect transitions in 2024 with manufacturing sectors leading. Key Insights

, , ,

EquityMarket Outlook June 2024 By Trideep Bhattacharya, Edelweiss Mutual fund – released on 24th June 2024 Read Post »

Fundspeak

Market Insight Equities – by Vetri Subramaniam, CIO and Ajay Tyagi, Head Equities, UTI Mutual fund, release date 14th June 2024

Vetri Subramaniam, CIO and Ajay Tyagi, head Equities, UTI mutual fund on their perspective on Economy and post-election outlook on markets, valuations, and investment options.

,

Market Insight Equities – by Vetri Subramaniam, CIO and Ajay Tyagi, Head Equities, UTI Mutual fund, release date 14th June 2024 Read Post »

Fundspeak

Market Outlook Fixed Income – Anurag Mittal, UTI Mutual fund, release date 11th June 2024

Anurag Mittal discusses his views and insights on the fixed income market, which include the outcomes of the June MPC meeting, GDP growth forecasts, bond markets, and inflation dynamics.

, , , , , ,

Market Outlook Fixed Income – Anurag Mittal, UTI Mutual fund, release date 11th June 2024 Read Post »

Fundspeak

Presentation at the launch of “Sundaram Business Cycle fund”

Presentation by Bharath S, Head Equities, and Anand Radhakrishnan – CEO (Jun 12, 2024) Investment Themes today Market Outlook Sector Outlook Risk

, , , ,

Presentation at the launch of “Sundaram Business Cycle fund” Read Post »

Fundspeak

Market Outlook for June 2024 by Nilesh Shah – release date 10/06/2024

In this talk, Nilesh discusses the changing global economic landscape with a focus on factors such as trade restrictions, geopolitical risks, inflation, interest rates, and the performance of different sectors. He highlights opportunities in the Indian market, particularly in the consumer and banking sectors, as well as in long-duration debt and gold investments.

, ,

Market Outlook for June 2024 by Nilesh Shah – release date 10/06/2024 Read Post »

Beyond the Yantra, Geopolitics

Is the Quad Becoming a Potemkin Alliance?

With conflicts in Europe and the Middle East draining US attention and resources, US President Joe Biden seems to hope that a more conciliatory approach toward China will be enough to maintain stability in the Indo-Pacific. Strengthening the Quad grouping of regional democracies would be a much better bet.

, , ,

Is the Quad Becoming a Potemkin Alliance? Read Post »