Prime Equity Outlook 2025
Our view on the equity markets in 2025 – a year that’s already showing signs of being challenging!
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equity markets
Interest rates: Should you move out of equities?
Long-standing warnings by market gurus about the imminent popping of the stock market bubble seemed to come good, with interest rates for US treasuries spiking up sharply and triggering a fairly sharp correction in stock prices across the world. But why should stocks fall if interest rates rise and will such a rate hike impact India?
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Outlook 2021 – Equity
The Nifty 50 has rallied 84% (March 2020 lows to Dec-20) in just nine months and the rally has been driven mainly by a global liquidity surfeit. Therefore, forecasts and estimates go that extra mile only to get more erroneous than they usually are. Given this strange combination of heady markets and uncertainty, we decided that
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No shortcuts to revival – Budget 2020 to equity markets
The budget is rationalising subsidies and focusing on capital spends. It is not helping the banks or NBFCs directly but providing ways for them to revive themselves.
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Prime Outlook – Equity 2020 – Opportunities in pockets
2019 was a baffling year for Indian stock markets. Benchmark indices headed upward, notching up newer highs. But most stocks were anything but gainers. Economic growth struggled. Can 2020 be a year less mystifying?
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What they don’t tell you about the Nifty PE
The market is at a new high. Should I invest a lumpsum in equities today? To answer this question, savvy investors look at the Nifty50’s PE ratio published by the exchange. But before making such drastic decisions based on this lone indicator, it is important to dig deeper into the Nifty50’s published PE.
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