Former Federal Bank CEO Shyam Srinivasan Joins TVS Capital Funds as Senior Advisor

TVS Capital Funds (TCF) is pleased to announce the appointment of Shyam Srinivasan as a Senior Advisor and Operating Partner. With over three decades of experience in banking and financial services, Srinivasan brings deep strategic expertise in institutional growth, digital transformation, and financial governance. As the Managing Director and CEO of Federal Bank for 14 […]

Week ending 29th March

Reflections of the week that was

Best wishes on new Samvat Year 2082 and Happy festivities including Chaitra Navratri, Gudi Padwa, Ugadhi, Bihu, Vishu across different States. Perils of trying to explain equity market movement on weekly basis from “easing tariffs fears” in the beginning of the week to “tariff overhang” at the end of the week. Markets Wrap: Domestic Indices […]

Week ending 22nd March 2025

Reflections of the week that was

# 1 Markets The Nifty surged 1,000 points this week, marking its best performance in nearly four years. Sensex closed higher at 76,905, while Nifty closed at 23,350—its fifth consecutive gain, supported by fresh FII inflows and Fed-driven optimism. Broader markets outperformed headline indices, buoyed by foreign interest, strong domestic fundamentals, and declining inflation. FIIs […]

Week ending March 15, 2025

Reflections of the week that was

Week ending 15th March 2025 # 1 Markets Indian equities have emerged as one of the worst performers globally as trade dynamics evolve. For the first time since 2009, the Sensex’s price-to-earnings (P/E) ratio has fallen below that of the Dow, highlighting valuation pressure. Historically, India traded at a +13% premium to the U.S., but […]

Week ending 8th March 2025

Reflections of the week that was

Week ending 8th March 2025 # 1 Markets 1.1 Indian stock markets are showing early signs of recovery, supported by a combination of favourable macroeconomic factors. Easing crude oil prices (around $70 per barrel), a decline in US bond yields, and a correction in the dollar index (below 104) have collectively boosted investor sentiment. In […]

Week ending 22nd Feb 2025

Reflections of the week that was

Week ending 22nd Feb 2025 # 1 Markets The Indian stock market extended its losses for the fourth consecutive session, reaching an eight‐month low amid persistent global economic concerns and significant foreign institutional investor (FII) outflows. The benchmark indices closed on Friday with the Sensex at 75,311 and the Nifty at 22,795.  While hopes have […]

Week ending 15th Feb 2025

Reflections of the week that was

Week ending 15th Feb 2025 # 1 Markets Indian equity markets have extended their losing streak for the fourth consecutive month from October 2024 to January 2025—marking the first such occurrence since 2001 and breaking a two-decade record. February shows little sign of respite, with subdued market sentiment. Concerns over Trump’s proposed tariffs, coupled with […]

Week ending 8th Feb 2025

Reflections of the week that was

Week ending 8th Feb 2025 # 1 Markets Last week, markets opened on a positive note, buoyed by global cues as investors reacted favourably to Trump’s decision to pause tariff cuts. However, the RBI’s rate cut announcement on Friday, which met expectations without any surprises, led to profit booking amid foreign fund outflows. Consequently, the […]

Week ending 1st Feb 2025

Reflections of the week that was

# 1 Market India marked a significant milestone in its space journey last week with the 100th launch of the GSLV rocket, underscoring the nation’s growing capabilities and ambitions in the sector. Market sentiment remained optimistic ahead of the Union Budget, bolstered by the Economic Survey’s GDP growth projection of 6.3–6.8% for FY26. However, during […]

Week ending 25th Jan 2025

Reflections of the week that was

Week ending 25th Jan 2025 # 1 Markets Sensex Hits 2.5-Year Low amid Sell-Off. Sensex fell to 76,190, and the Nifty dropped 0.49% this week to close at 23,092 on Friday, marking the third consecutive week of losses. Selling pressure persists, with hopes now pinned on the Union Budget session on February 1. Despite the […]