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 »
The Yes Bank episode is a reminder that a higher coupon does not necessarily mean a better investment. For affluent investors and ultra-high-net-worth families, the real question is not how much an instrument pays, but what could happen to their capital when things go wrong. In March 2020, investors holding ₹8,415 crore worth of Yes
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 »
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
Market Outlook for the month: Sep-26 Read More »
Introduction Climate is increasingly becoming an important driver of the global economy and financial markets. Beyond agriculture, changing weather patterns now influence inflation, interest rates, energy demand, commodity prices and corporate earnings. In 2026, the focus has shifted towards the rapid development of a strong El Niño, with leading weather agencies indicating that it could
Super El Niño: A Rising Climate Risk for the Global Economy and Indian Markets Read More »
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%
Market Outlook for the month: July-26 Read More »
By Research desk Market Performance Recap: Indian equities saw a sharp correction in March 2026, giving up earlier momentum as global risk off sentiment and rising geopolitical tensions weighed heavily on markets. The Nifty fell 11.31% to close at 22,331, while the Sensex also declined significantly from its February highs. The trigger was largely external,
Market Outlook for the month: April 2026 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 »
Every few years, a financial product surfaces with the perfect pitch: higher returns than a fixed deposit, issued by a bank, looks safe on paper. AT1 bonds have played that role more than once. And more than once, investors who trusted that pitch have watched their capital evaporate. This is not a story about obscure
AT1 Bonds and HNI Investors: What the Fine Print Actually Says Read More »