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 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 […]
By analysing post‑2020 thematic fund launches, this study examines whether the recent surge in thematic mutual funds has translated into consistent outperformance versus broad‑based indices, or whether returns have largely been driven by short‑term market trends. Executive Summary We had earlier published this study titled “Do Thematic NFOs Outperform the Index” in March 2021. In […]
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