Week ending 18th Jan 2025
Week ending 18th Jan 2025 # 1 Markets 1.1 Indian equity markets halted their 3-day positive momentum, with IT stocks and banking heavyweights pulling the Sensex down by 423 points to close at 76,619, while the Nifty settled at 23,203. The market downturn highlights concern over valuations, as macroeconomic factors continue to weigh heavily on […]
Weekend Reflections – Week ending 11th Jan 2025
Week ending 11th Jan 2025 # 1 Markets 1.1 The Sensex and Nifty extended losses for the third consecutive session on Friday, mirroring weak trends in global equities. Foreign Institutional Investors (FIIs) have offloaded nearly $2 billion worth of Indian equities in the first seven trading days of 2025. Key factors driving the sell-off include […]
Weekend Reflection – Week ending 4th Jan 2025
Week ending 4th Jan 2025 # 1 Markets 1.1 Following two days of a strong 650-point rally, in the absence of fresh triggers, the market took a breather on Friday with Nifty and Sensex closing with 1% weekly gain at 24004 and 79223 respectively. Nifty 50’s earnings growth is expected to remain below 10%, but […]
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 […]