Weekend Reflections – Week ending 28th Dec 2024
Week ending 28th Dec 2024 # 1 Markets 1.1 As India weathers yet another slew of volatile headwinds, we pay obeisance to Dr Manmohan Singh, architect of liberalised economy who opened up India in 1991 and freed it from restrictive licence raj policies. 1.2 The S&P 500, which tracks the stock performance of 500 of […]
Weekend Reflections – Week ending 21st Dec 2024
Week ending 21st Dec 2024 # 1 Markets Markets log worst week in 30 months pulling the Sensex by 4100 points caused by host of global factors – hawkish statement from US Fed chief, continuous FII outflows, rupee plunging to all time low and weak trade data weighted on investor sentiments. The Indian rupee hit […]
Weekend Reflections – Week ending 14th Dec 2024
Week ending 14th Dec 2024 # 1 Markets Nifty and Sensex managed to sustain positive momentum for the fourth consecutive week by recording a weekly gain of 0.5% amid consolidation, principally aided by FII net buying in December worth Rs.14450 cr. Sensex staged a stellar recovery of over 2,000 points to end 843 points higher […]
How TVS Capital Funds Is Reinventing Its Investment Playbook After Two Decades
Meha Agarwal | Inc 42 | 12 December 2024 Summary Since its launch in 2007, TCF has deployed nearly INR 3,000 Cr from three growth focussed PE funds, fully exited its first two funds and deployed 96% of its third fund In January 2024, TCF got SEBI’s approval to launch its fourth fund and has […]
Weekend Reflections – Week ending 7th Dec 2024
Week ending 7th Dec 2024 # 1 Markets While the regulatory diktat in September 2023 to prevent abusing the foreign portfolio investor (FPI) route sparked a sizeable chunk of the aggressive FPI selling in the recent past, they reversed their selling trend in December, recording net equity inflows of Rs 24,454 crore so far this […]
Weekend Reflections – Week ending 23rd Nov 2024
Week ending 23rd Nov 2024 # 1 Markets The Indian stock market snapped its two-week losing streak on a high note on Friday, offering relief after weeks of correction possibly due to short covering. The rebound saw the benchmark equity indices ending up about 2.5 percent, with Sensex jumping nearly 2,000 points to close at 78963 and […]
Weekend Reflections – Week ending 16th Nov 2024
Week ending 16th Nov 2024 # 1 Markets Shortened week witnessed longest losing streak since October 7, with Indian equity indices ending lower for the sixth straight session on Thursday. Nifty 50 having lost 10% of its peak value in September closed at 23532 while Sensex having lost 9.3% closed at 77580. Based on […]
Weekend Reflections – Week ending 9th Nov 2024
Week ending 9th Nov 2024 # 1 Market The initial wave of exuberance in Indian markets following Donald Trump’s win has tapered as the realization sets in that Indian companies may not substantially benefit. The Sensex and Nifty closed below 80,000 and 24,000, respectively, on Friday, reflecting ongoing concerns over high valuations and subdued earnings […]
Weekend Reflections – Week ending 2nd Nov 2024
Week ending 2nd Nov 2024 # 1 Markets Concerns over slowing earnings growth, elevated valuations, rising geopolitical tensions, and recent developments in China have prompted foreign portfolio investors (FPIs) to pull out record Rs. 1.14 lakh cr. funds from Indian equities in October, causing the Nifty 50 and S&P BSE Sensex to decline by 6.22% […]
Weekend Reflections – Week ending 26th Oct 2024
Week ending 26th Oct 2024 # 1 Markets A month-long slide in Indian stocks intensified Friday, with Sensex plunging for the fifth straight session to crash below 80000 level caused by record selloffs by overseas investors. September-quarter earnings pointing to a definitive slowdown in demand across sectors and rising treasury yields in US prompted large […]