May this Samvat 2074 be a prosperous and healthy year for you and your family.
The last Samvat was a good year for the market and our clients. Strong domestic flows that strongly countered foreign outflows and investors shrugging off high PE multiples combined with a slow pickup in earnings helped the market this past Samvat.
Markets will keenly watch earnings as we enter this Samvat and how the economy settles down as GST and "demon" impacts normalize. RBI rate cuts will be keenly watched as well.