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India Budget FY26: Fiscal Prudence, Friendly Taxation, Flat Capex

Jiral Mehta

Key Highlights 1. Fiscal Consolidation on track Reduction in fiscal deficit target to 4.4% of GDP for FY 26 vs 4.5% that was earlier announced – in line with fiscal…Continue Reading

5 Finger Framework Your All Seasons Equity Portfolio Strategy – 5 Year Update

Jiral Mehta

Here is a recap of how the strategy was designed and the thought process behind it.  What is the challenge in building an equity portfolio using mutual funds? Building an…Continue Reading

Should you wait for a market correction?

Jiral Mehta

Whenever you have money to invest in equities, a nagging thought inevitably comes up.   “Feels like markets could correct from here. Maybe I should wait and invest after a 10%…Continue Reading

Should You Consider Thematic And Sector Funds for Your Portfolio?

Jiral Mehta

Sector and Thematic funds are becoming popular… Over the past 12 months, more than 1/3rd of equity mutual fund net inflows have gone into sector and thematic funds.  It’s now…Continue Reading

Indian Equity Markets at All-Time Highs. Should you worry?

Jiral Mehta

In the last few months, Indian equity markets have rallied and reached new all-time high levels. When markets reach all-time highs, it’s normal to feel uneasy and worry that it…Continue Reading

Alpha | Cipla Ltd. – Equity Research Desk

Equities Desk

Introduction Established in 1935 and headquartered in Mumbai, Cipla Ltd. is a global pharmaceutical company renowned for its strong presence in key markets such as India, South Africa, North America,…Continue Reading

FI Bullets – April 2024

Equities Desk

In the month of April, with the start of the new financial year, Nifty made a new all-time high of 22,783.35 and also surged 1.24% adding 277.95 points. Likewise, the…Continue Reading

Alpha | Narayana Hrudayalaya Ltd. – Equity Research Desk

Equities Desk

Narayana Hrudayalaya Ltd. – Health for all. All for health. Incorporated in 2000 and headquartered in Bengaluru, Narayana Hrudayalaya Ltd. (NH) is primarily engaged in business of rendering medical and…Continue Reading

Alpha | Blue Star Ltd. – Equity Research Desk

Equities Desk

Blue Star Ltd. – Built on Trust Incorporated in 1943 and headquartered in Mumbai, Blue Star Ltd. is India’s leading Heating, Ventilation, Air Conditioning and Commercial Refrigeration (HVAC&R) company. It…Continue Reading

FI Bullets – February 2024

Equities Desk

In February 2024, the majority of global equity markets provided significant returns to investors. In India, Sector-wise, the BSE Oil & Gas index surged the most (6.7%) during the month…Continue Reading