MW4me Outlook

This article covers the following: Review Outlook Risks Indian Economy Where do we go from here? On May 29, Nifty was closed at 9580, 20% lower than 1 year ago.

This article covers the following: Review Outlook Sector update Risks What are the consequences of the Covid-19 crisis for equity investors?

This article covers the following: Review Outlook Risks GDP Slowdown Government’s role Opportunity for long term investors Nifty Total Return Index (Nifty including dividends) earned ~12% Year to date Nov’19 and ~15% CAGR in the last 3 years from demonetization lows.

Nifty Total Return Index (Nifty including dividends) earned ~10% Year to date Oct 31 st, 2019 and ~12.3% CAGR in the last 3 years.

This month saw very volatile movements in equity. Hon. Finance minister announced bumper reform of lower corporate tax for large companies and for new manufacturing plants. This led to steep climb in stock price of potential beneficiaries from lower tax rate. However,…

Nifty Total Return Index (Nifty including dividends) earned ~2.5% Year to date 2019 and ~9% CAGR in the last 3 years.

We do not believe every crisis leads to a 2008 kind of crash. Equity is volatile and still generates the highest returns versus other asset classes.

Nifty Total Return Index (Nifty including dividends) earned 9.4% Year to date 2019 and ~14% CAGR in last 3 years.