Introduction: On February 1, Finance Minister Nirmala Sitharaman is set to present the Union Budget, a crucial financial blueprint for the Modi government as it approaches general elections. This budget, expected to be a vote-on-account, aims to sustain government finances until a new administration takes charge. Over the…

  Christopher Hohn’s activist hedge fund, The Children’s Investment Fund(TCI), showcased remarkable growth of 32.7% in 2023, outperforming broader equity markets. The fund, managing over $49 billion in assets, successfully recovered from an 18% loss in 2022 during global market turbulence. While TCI’s gains surpassed major indices, other…

I. Robust IPO Pipeline in 2024:   27 companies cleared by SEBI for Rs 28,500 crore, 36 await approval for Rs 40,500 crore. 3 new-age tech firms (OYO, Digit Insurance, First Cry) targeting Rs 16,000 crore. Anticipated IPO launches before election pause, per Pranav Haldea, Prime Database.  …

    Introduction: The year 2023 witnessed significant shifts in the Indian market, with certain sectors emerging as clear winners while others faced challenges. Let’s delve into the highlights of sectoral performance and market dynamics during this period.   Sectoral Winners:   Unreal Estate: Real estate, PSUs, and…

As we embark upon 2024, the financial markets are teeming with optimism. Both the Nifty50 and Sensex have scaled unprecedented heights, and midcaps and small caps are witnessing an upswing, affirming India’s robust growth narrative. To glean insights into navigating the upcoming year, we sought counsel from three…