Over the past 8-9 months, equity markets have gone through a sharp correction phase, with the broader markets declining by over 30%. While the reasons behind this correction are widely known and debated, what stood out during this period was the divergence beneath the surface. As portfolios saw consistent drawdowns, a set of high-quality franchises […]
FY26: A Lazy Year, A Loud Signal. Dear Investors, We at Veritas Research and Advisors (a SEBI Registered RA – INH000024569) embarked on our journey on 22nd January 2026, with a clear intent-to deliver differentiated insights and uncover opportunities that lie beyond the obvious. As we mark the close of Q4FY26 and the financial year […]
How We View the Recent Volatility The recent market volatility needs to be seen in a broader context. For more than a year now, the Indian economy has been navigating multiple global headwinds-ranging from tariff-related uncertainties earlier to the current escalation of geopolitical tensions. While markets had begun to find some relief after tariff concerns […]
Heading into year-end — India is building its own growth engine. Dear Investors, We at Veritas Research and Advisors (applied for a Research Analyst License with SEBI) are excited to share our quarter ended Dec ’25 Newsletter. We hope to add some valuable insights. Global Market Updates – Heading into Year-End, Genuine Rally or AI […]