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 […]
Dear Investors,We at Veritas Research and Advisors (applied for a Research Analyst License with SEBI) are excited to share our 2nd news letter for the quarter ended Sep ’25. We hope to add some valuable insights. Some Structural Reforms and the Global Developments: During Q2FY26, the global and domestic landscape witnessed a mix of challenges, […]
Dear Investors,We at Veritas Research and Advisors (applied for an RA License with SEBI) are thrilled to announce our first newsletter for the quarter ended June’25. We hope this newsletter adds some value in your daily insights. Market Recap FY25: Challenges Faced, Gains Secured: Before moving to Q1FY26, let’s briefly recap the past one to […]
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 […]