The July 2021 edition of 'Netra' (our 'Early Warning & Signals' guide through charts) is out now!😎

Check out this thread👇 for the latest update.

If you want the full document, download it here: https://t.co/wkwXBkvafQ

Auto & Ancillaries generally outperform Nifty in most upcycles. Can this sector repeat the same? If it does, it will be quite an opportunity!

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Higher oil prices may not be all that bad, at least until they aren’t 'hurting'.

So the next time you see higher prices at the petrol pump, think about higher exports for India as a consolation.😑

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India's FX reserves are higher than its external debt. That makes India better-placed to withstand external vulnerabilities like a ‘Taper Tantrum’ & makes it a ‘Buy the Dip’ play on a tantrum.

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Income-inequality is a sticky & legacy issue in India. Crises causes the weak to become weaker & calls for a policy intervention.

More often than not, the best curve is faster growth, not redistribution!

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