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 […]
Weekend Reflections – Week ending 19th Oct 2024
Week ending 19th Oct 2024 # 1 Markets Successive market fall in continuous trading sessions last week barring Friday, was anyway waiting to happen. When the Cyclically Adjusted PE ratio stands at 43 times (which reflects long term view by averaging earnings over the last 10 years), when Nifty 50 is trading at PE ratio […]
Weekend Reflections – Week ending 12th October 2024
Week ending 12th October 2024 Rarely India witnessed mourning of this scale of a corporate icon, by all groups, capitalist or socialist with the passing of Padma Vibhushan Shri Ratan Tata. To describe him merely as one of the greatest industrialists of our time is a gross understatement. Ratan Tata was a remarkable individual, possessing […]
Weekend Reflections – Week ending 5th Oct 2024
Week ending 5th Oct 2024 # 1 Markets Both the Sensex and the Nifty posted significant losses on Friday. The correction was fuelled by rising fears over the Iran-Israel conflict, the attractiveness of Chinese stocks due to government stimulus, and concerns over high valuations in Indian equities. Nifty 50 fell by 0.81%, marking a weekly […]
Weekend Reflections – Week ending 28th Sept 2024
Week ending 28th Sept 2024 # 1 Markets Indian markets saw their third consecutive week of gains, with both the Sensex and Nifty reaching all-time highs on Thursday. However, profit booking on Friday led to a slight dip, closing at 85,571 and 26,178 respectively. New-age tech IPOs surged, raising ₹15,000 crore, making 2024 the best […]
Weekend Reflections – Week ending 21st Sept 2024
Week ending 21st Sept 2024 # 1 Markets Despite starting the week on a weak note, India’s key stock indices surged by about 1.5% to reach all-time closing highs on Friday, following a higher-than-expected rate cut by the US Federal Reserve, the first in four years. The Sensex crossed the 84,000 mark for the first […]
Weekend Reflections – Week ending 14th Sept 2024
Week ending 14th Sept 2024 # 1 Markets Despite a marginal decline on Friday due to profit-taking, the Nifty and Sensex indices rose by 2% this week, driven by rate cuts in China and the EU, as well as the anticipation of a possible Fed rate cut next week. In fact, all sectoral indices ended […]
TVS Capital Funds Strengthens Leadership with the Appointment of Chandrasekar as Partner
TVS Capital Funds (TCF), a leading growth private equity firm with a history of empowering India’s next-generation entrepreneurs, is pleased to announce the appointment of Chandrasekar V (Chandra) as Partner, Research. Chandra brings with him over two decades of rich experience from McKinsey & Company, where he specialised in building, transforming, and leading at-scale high-performance […]
Weekend Reflections – Week ending 31st August 2024
Week ending 31st August 2024 # 1 Markets Indian Markets had their longest winning streak in 31 years recording positive uptick in continuous 12 sessions. Notably both indices touched fresh highs at opening bell on Friday with Sensex closed at 82365 and Nifty at 25235 tracking continued gains in the rest of the Asia. It […]
Weekend Reflections – Week ending 24th August 2024
Week ending 24th August 2024 # 1 Markets On Friday, the Sensex and Nifty closed at 81,231 and 24,823, respectively, amid mixed global cues and volatile trade. An interesting development is that mid and small-cap stocks have doubled in the last two years, reaching $1 trillion (approximately ₹84 lakh crore) each in market capitalization as […]