Sticker shock in the aftermath of Covid is the primary reason why consumer demand across the product range fell below trend line in the last 5 years in India. Consumption slowdown eventually weighed on stock market sentiment, leading to sharp …
The Indian stock market has experienced a nearly 15% decline from its peak due to concerns over an economic slowdown and fears of a trade war under newly elected U.S. President Donald Trump. However, there are compelling reasons to believe …
What is the difference between timing the cycle and timing the markets? Timing business cycle is dependant competitive dynamics of respective industries and sectors. Business cycle expands when competition reduces and hence profit margin expands, and declines when competition intensifies. …
What key factors make you such a strong advocate for the India growth story? Three factors that will help India drive superior growth sustainably than rest of world are: Younger demography in an otherwise ageing world Neutral position in hostile …
While the union budget for 2024 was comprehensive, covering multiple aspects, it still invoked all kinds of emotions from various parties from different sectoral backgrounds. That said, it struck a balance between capital expenditure, fiscal prudence, and social welfare. The …
By Arun Subrahmanyam and Sanjaya Satapathy At Ampersand, we consider earnings growth to be the primary driver of stock performance. We use valuation tools to assess downside risks, and will stay invested as long as growth prospects remain healthy. Our …
Alternative Investment Funds are in the spotlight more than ever. Here’s how they cater to HNIs Much of the spotlight on the rise in Indian equity markets in the post-Covid era has centred around retail investors in general, and mutual …
High Five In Sept 2022, Ampersand completed 5-years of managing the AIF. Our track record so far has been quite exemplary, considering the disruptive events which panned out during the course of short existence. This also includes market volatility induced …
Toughest quarter since onset of Covid India stock market declined sharply during Apr-Jun 2022. An early indication of this possibility was provided when broader markets started to correct in the previous quarter. Inflation and fears of possible recession were the …
Slippage in returns, the first in 2 years CY22 has been dramatic so far, and it shows through the first quarterly decline in returns from equities in nearly 2 years. The Russia-Ukraine conflict added a new dimension to the already …