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Latest Reports
Date Description Country Analyst Download
11-Mar-2024 MF Tracker (Feb) - Strong net flows; buying in oil & gas; selling in staples India Anjali Verma
29-Feb-2024 Model Portfolio - Continue to shift to large caps India Anjali Verma
28-Feb-2024 FY25-26 Macro and Strategy Outlook: Continuity in government, economy, and equities India Anjali Verma
15-Feb-2024 Q3FY24 Earnings Review: Earnings growth remains strong and in-line India Anjali Verma
12-Feb-2024 MF Tracker (Jan) - Strong net flows; buying in oil & gas; selling in financials India Anjali Verma
01-Feb-2024 Union Budget 2024-25: Fiscal consolidation leads; more details in final budget India Anjali Verma
18-Jan-2024 Budget Preview: Election influence likely but fisc health to limit any largesse India Anjali Verma
08-Jan-2024 Q3FY24 Earnings Preview: Earnings growth to remain strong; margins stable to positive India Anjali Verma
08-Jan-2024 Strategy: Actual changes in SEBI Classification in Jan 24 India Anjali Verma
03-Jan-2024 Model portfolio - Remain diversified across sectors as equities scale newer high India Anjali Verma
15-Dec-2023 COP28: Phasing of fossil fuel CONSIDERED; funding/RE in focus India Anjali Verma
11-Dec-2023 ESG - COP28 - Day 11 Key Takeaways - 12-11-2023 India Anjali Verma
08-Dec-2023 ESG - COP28 - Day 8 Key Takeaways - 12-08-2023 India Anjali Verma
01-Dec-2023 Macro & Strategy (Monthly): PCI Index dips; macro indicators robust India Anjali Verma
22-Nov-2023 Corporate Cost Structure: Lower cost to aid margins for one more quarter India Anjali Verma
21-Nov-2023 India Growth Model: Comprehensive, loaded with positives; China+1 – just a cliché India Anjali Verma
15-Nov-2023 Q2FY24 Earnings Review: Strong earnings growth momentum continued India Anjali Verma
13-Nov-2023 MF Tracker (Oct) - Strong equity net flows; buying in building materials; selling in financials India Anjali Verma
06-Nov-2023 Model portfolio - Diversified across sectors/ Mcap amidst range bound markets India Anjali Verma
11-Oct-2023 WIT (10 Oct): Domestic macros intact; geo-political worries escalate India Anjali Verma
11-Oct-2023 MF Tracker (Sep) - Strong equity net flows; buying in Utilities; selling in Financials India Anjali Verma
06-Oct-2023 Q2FY24 Earnings Preview: Earnings growth to remain strong India Anjali Verma
04-Oct-2023 WIT (3 Oct): Marginal dip in HFIs, yet strong India Anjali Verma
12-Sep-2023 MF Tracker (Aug) - Strong equity net flows; buying in IT; selling in Financials India Anjali Verma
11-Sep-2023 G20 New Delhi Declaration: A Success – India’s diplomacy and progressing stature win India Anjali Verma
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