The BSE Sensex reached a record high of 85,978 in Sep'24, but it's now seeing some dips. Meanwhile, Gold has been climbing steadily, crossing Rs. 80,700 in Oct’24. From a macro standpoint, India continues to enjoy favourable growth as past hurdles have been corrected - infrastructure is expanding, balance sheets are healthy, financial systems are strong, trade participation is rising. Insights on IT, Banks, Metals, Auto and Manufacturing Industries covered along with slowdown in urban consumption & FPI outflows.
Gear-up for Growth: Aim to capitalise on India’s Market Momentum India's Economic Surge: Positioning Your Portfolio for Growth. Hear from Chirag Mehta, CIO. September 2024
Where Your Values Are. Hear from Chirag Mehta, CIO. August 2024
Post Union Budget Perspective on Investments. Hear from Chirag Mehta, CIO. July 2024
Post Elections Budget Expectations. Hear from Chirag Mehta, CIO. June 2024
The Outlook for Asset Classes Given the Current Market Dynamics. Hear from Chirag Mehta, CIO. May 2024
Gold at all-time highs: Drivers and Future Direction. Hear from Chirag Mehta, CIO. Apr 2024
Liquidity Stress Test Results Revealed: Hear from Chirag Mehta, CIO. Feb 2024
Elections, Budgets and US Fed Policy: Assessing Impact on your Investments - Hear from Chirag Mehta, CIO. Jan 2024
Equity, Debt and Gold: What's in Store for 2024 - Hear from Chirag Mehta, CIO. Dec 2023
Samvat 2080 - Asset Class Outlook & Key Sectors to watch
Approaching the World of Small Caps with Confidence
HNI Podcast September 2023 - India standing out amid Global headwinds
What do the Quarterly Corporate Results Indicate? A Sectoral Analysis: Hear from Chirag Mehta, CIO. August 2023
Gold Monthly Outlook by Ghazal Jain, Fund Manager. July 2023
Gold Monthly Outlook by Ghazal Jain, Fund Manager. June 2023
HNI Podcast July 2023 - Participating in the Equity Rally? Be mindful of the risks
Gold Monthly Outlook by Ghazal Jain, Fund Manager. May 2023
Equity Monthly Outlook by Christy Mathai, Fund Manager. May 2023
Equity Monthly Outlook by George Thomas, Fund Manager. April 2023
Debt Monthly Outlook by Pankaj Pathak, Fund Manager. April 2023
Gold Monthly Outlook by Ghazal Jain, Fund Manager. April 2023
Equity Monthly Outlook by Christy Mathai, Fund Manager. Mar 2023
Gold Monthly Outlook by Ghazal Jain, Fund Manager. Mar 2023
Gold Monthly Outlook by Ghazal Jain, Fund Manager. Feb 2023
Debt Monthly Outlook by Pankaj Pathak, Fund Manager. Feb 2023
Equity Monthly Outlook by Christy Mathai, Fund Manager. Feb 2023
Equity Monthly Outlook by George Thomas, Fund Manager. Jan 2023
Gold Monthly Outlook by Ghazal Jain, Fund Manager. Jan 2023
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