Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
Indian equities structurally rewards “quality” and the evidence is very hard to ignore. The reasons are distinctly Indian; (i) promoter-dominated ownership, (ii) corporate governance dispersion and (iii) wide earnings variability mean that disciplined selectivity carries a durable edge. Quality portfolios, which are, screened on ROE, low debt/leverage and earnings stability, have consistently delivered superior returns […]
Indian equity markets have seen a material correction over the past 18 months or so, bringing valuations back in-line with long-run averages and creating an attractive entry point. The current sell-off is majorly driven by geopolitical uncertainty, elevated oil prices and continued FII outflows. India’s GDP growth trajectory, corporate earnings growth and domestic inflows remain […]
The USA is undergoing one of its most significant industrial shift in four decades, driven by tariffs, geopolitics, and a bipartisan push to rebuild domestic manufacturing capacity. Tech sector, which today accounts for ~45% of the S&P 500, is likely to face a slow but structural compression as capital rotates towards real asset sectors that […]
2024 HDFC TRU