Author Archives: Anirudh Gupta

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OUTLOOK 2018-19:BEYOND THE CLOUDS

Since our last review markets have been moving in a range.Kya acche din aarahe hain? Let us explore Earnings growth Continuity of earnings growth is important over the next 2 quarters. Government capex is the key driver for growth.GST collections have been lower on a month on month basis which is a short term problem….

INDIA Q2 REVIEW:THE ROAD AHEAD

The markets have been resilient so far and have been between 9700-10300. A few observations 1) Earnings growth :There has been a double digit profit growth of¬†13.45%on a year on year basis going by the September results of 700 companies.This excludes Banking and Finance companies.On account of restocking of Inventory post GST as well as…

RETIREMENT PLANNING FOR NRIS

Life as a nonresident in an overseas country is relatively more organized and like some people would put it hasslefree. If your retiring country where you would spend your golden days is India read on. A few key differences one needs to understand to put up a dream life post retirement 1) Tax returns need…

OUTLOOK 2017-18:THE ROAD AHEAD

The financial year has almost come to an end.It is an interesting and exciting time for different asset classes. Let us explore the different asset classes where most of us Indians have an exposure to 1) Equity markets :Equity markets see the combination of GST & potential cleaning up of the banking system as a…