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 […]
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 […]