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Budget 2022…a calm and collected gateway to “Amrit Kaal”

The Finance Minister today called the 25-year-long lead up to India@100 years the “Amrit Kaal”. The Budget speech had some emeralds to mine, precious green commitments to foster faster adoption of ESG, diversity and inclusion and climate action initiatives towards India’s goal of net zero carbon emissions by 2070.

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India

A promising year for India

Public markets are currently hammering all stocks due to the interest rate reset taking place... the good ones will emerge stronger and need not worry given their fundamentals. However, the public market investors need to learn how to value loss-making businesses as well.

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