Last two years of Indian equity markets is characterized by heavy foreign investor selling, elevated crude oil prices, a weaker rupee, higher global bond yields and the rotation of international capital towards AI linked technology and semiconductor businesses. Our central message is therefore measured: we do not believe a long term equity allocation should be
Indian Equity Markets: Updates and Outlook Read More »
Company Overview Jio Platforms Limited (JPL), incorporated in November 2019, is a technology platform company that combines digital connectivity with consumer applications and enterprise technology solutions. Its key operating subsidiary, Reliance Jio Infocomm Limited (RJIL), provides mobile and fixed broadband services across India. As of June 30, 2026, Jio served 533.3 million customers, with its
Jio Platforms Limited: IPO Review Read More »
Market Performance Summary – September 2026 Overview: What Changed? Currency & Institutional Flows Click here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximize their wealth by leveraging the power of unbiased advice Sector Performance: Sector Return What Drove It? Media +1.66% Best sector of
Market outlook Oct-26 Read More »
The global energy market has entered a more difficult phase. Brent crude is trading around $106 a barrel after an extraordinary journey this year, moving from around $63 to as high as $126 before falling back towards $70 and then rising again. However, crude is no longer the only concern. The bigger pressure is now
The Energy Shock Is No Longer Just About Oil Read More »
Market Performance Summery – August 26: Overview: What Changed? Currency & Institutional Flows Click here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximize their wealth by leveraging the power of unbiased advice Sector Performance: Sector Return What Drove It? Metal +3.77% Best sector of
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By Research desk Market Performance Summery – July 26: Overview: What Changed? Currency & Institutional Flows Click here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximize their wealth by leveraging the power of unbiased advice Sector Performance: Sector Return What Drove It? IT +17.1%
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By Research desk Market Performance Summery – June 26: Overview: What Changed? Currency & Institutional Flows Click here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximize their wealth by leveraging the power of unbiased advice Sector Performance: Sector Return What Drove It? Realty +11.1%
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By Research desk Market Performance Recap: Indian equity markets witnessed a challenging month in May 2026, with benchmark indices ending lower amid persistent foreign outflows and global uncertainties. The Nifty 50 declined 1.9% during the month, while the Sensex fell 2.8%. Market sentiment weakened further towards the end of the month due to MSCI Global
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By Research desk Market Performance Recap: Indian equities staged a strong recovery in April 2026 after the sharp correction in March, supported by easing tensions in West Asia and a moderation in crude prices from recent highs. The Nifty gained 7.5% during the month, while the Sensex rose 6.9%, reflecting a meaningful bounce in sentiment.
Market Outlook for the month: May 26 Read More »
SEBI just said the quiet part out loud. For years, India’s mutual fund industry had a problem it preferred not to advertise. Your “Infrastructure” fund and your “Consumption” fund were holding largely the same stocks. Your “EV and Energy Transition” fund and your “Manufacturing Renaissance” fund were financial twins wearing different hats. You paid a
SEBI’s 2026 Mutual Fund Overhaul: The Closet Indexing Problem Finally Addressed Read More »