August 2019
July 2019
June 2019
May 2019
At the end of the political game, rationality wins in markets

Rationality wins in markets

Benchmark indices first celebrated Modi’s second victory with all-time highs, and then fell to reality of fundamental challenges for the incumbent government.

April 2019
Banks: A roaring return

Banks: A roaring return

With their balance sheets fairly cleaned up and a steady third quarter, banks will be at the forefront of earnings growth in FY20, believe Ambit Group’s Ashok Wadhwa and Nitin Bhasin.  

February 2019
January 2019