Know The Now – Bulls back in control

A dramatic rally in the midst of peak bearishness has made India amongst the top performing equity markets globally. Over the last few months we have remained over weight on the Indian equity markets and while we can list all the data backed reasons why, an easier way is to let the titles of our reports speak for themselves – Stylish Bears and Boring Bulls (March 8th, 2022), Feeling F.U.D (April 20th, 2022), Buy the 15% Correction? (May 24th, 2022), What’s Your Narrative? (June 15th, 2022) and Business Cycle Update (July 18th, 2022).