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Indiaโs growth has reverted to pre-pandemic sluggishness.
Myth 1: Markets always go up.
When talk is cheap, liquidity is cheaper, stocks are expensive.
The street is focused on buyers โ the FIIโs, MFโs, SIPers.
US Corporate profit growth has got a big boost from:
What is Nifty Small Cap 250 Quality 50 Index 
US Corporate profitability has enjoyed a dream run. The dream is about to run out. 2/16
1. Revival story has started โ Did you know PSU Banks have started to outperform after a decade of severe underperformance? 
Indiaโs trade deficit & foreign flows have been a continued source of problems.
The relentless speed of modern life impedes our ability to act with a long-term perspective. However, those who can consciously prioritize long-term thinking and identify enduring people, organizations, and investments gain a distinct advantage.
Inflation is easing. The indicators which make up the inflation basket have softened. This lowers one of the hurdles for policy makers.
A โRisk-offโ signal from bonds & stocks sell-off. Is it a time to buy? Maybe!
Consumption: The India story is alive and kicking. The changes which happen slowly and arenโt visible on a daily basis are powerful. Indian households are becoming more affluent.
Segments covered in this edition of #DSPTranscript ๐
US Dollarโs dream run may be overโฆ thatโs what the data suggests.
What are the key drivers that make Silver a potent investment option?
โI donโt track inflation for investingโ: 52-๐บ๐ฆ๐ข๐ณ-๐ฐ๐ญ๐ฅ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฐ๐ณ ๐ธ๐ช๐ต๐ฉ ๐ฏ๐ฆ๐จ๐ข๐ต๐ช๐ท๐ฆ ๐ณ๐ฆ๐ต๐ถ๐ณ๐ฏ๐ด ๐ฐ๐ท๐ฆ๐ณ 10 ๐บ๐ฆ๐ข๐ณ๐ด!
Lenders have been lazy while metals were hyper active. Are they likely to wake up from their slumber & have a good time?
Corporate Indiaโs margin expansion is under threat. Costs have escalated. A margins squeeze ahead?
India suffered a bleak employment situation due to the pandemic. This is now beginning to reverse. 
When equity prices rise exponentially, they reflect euphoric investor sentiment. This causes future real returns adjusted for inflation to be subpar for a long time.