News

Perspective on GDP Announcement from Mohit Ralhan, TIW Capital Below The Perspective on GDP Announcement from Mohit Ralhan, Chief Executive Officer TIW Capital The GDP growth came in at a solid 7.8% YoY in Q1 FY 2024. Both consumption and investment activity grew at a robust rate. This growth is quite significant since it has been achieved even though the government expenditure declined compared to Q1 FY 2023 and weak global demand weighed on exports. Services growth was led by financial and real estate services which grew at 12.2% YoY. Even other ...
Perspective on GDP Announcement from Mohit Ralhan, TIW Capital
Perspective on GDP Announcement from Mohit Ralhan, TIW Capital
Source: PR Agency
1/09/2023 11:38:46 AM
Perspective on CPI Data By Mr. Mohit Ralhan , TIW Capital Below Perspective on CPI Data By Mr. Mohit Ralhan, Chief Executive Officer, TIW Capital "Inflation in July reached 7.4% YoY, the highest since April 2022. Food inflation led to a sharp jump. Vegetables, spices, pulses and milk registered double-digit inflation. However, on the positive side services inflation remained broadly unchanged. Fuel inflation and housing inflation came in at 3.7% YoY and 4.5% YoY respectively. Even though the headline number is higher, it is mainly becau...
Perspective on CPI Data By Mr. Mohit Ralhan , TIW Capital
Perspective on CPI Data By Mr. Mohit Ralhan , TIW Capital
Source: PR Agency
14/08/2023 7:08:52 PM
Perspective on RBI MPC Data By Mr. Mohit Ralhan , TIW Capital Below the perspective of Mr. Mohit Ralhan, Chief Executive Officer, TIW Capital on the RBI MPC Data. "As expected, the RBI decided to keep the policy rate unchanged while adopting a hawkish tone. The MPC decided to look through higher CPI readings in June. It was mainly because of higher vegetable prices, which the MPC expects to be temporary. It revised the inflation projection for this year to 5.4% from 5.1% earlier. This is because of a 100 bps and 30 bps upward revision in Q2...
Perspective on RBI MPC Data By Mr. Mohit Ralhan , TIW Capital
Perspective on RBI MPC Data By Mr. Mohit Ralhan , TIW Capital
Source: PR Agency
10/08/2023 1:53:29 PM
Perspective on WPI Data : At -4.1% YoY, India`s WPI remained in deflationary territory in June By Mr. Mohit Ralhan TIW Capital Below The Perspective on the WPI Data of Mr. Mohit Ralhan, Chief Executive Officer, TIW Capital    “At -4.1% YoY, India's WPI remained in deflationary territory in June. The decline in the index was primarily driven by a drop in fuel and power prices and manufactured product prices. Fuel price drop was on a high base last year while the decline in manufactured prices was because of a dip in edible oil, textile and chemical & chemical products prices. Ho...
Perspective on WPI Data : At -4.1% YoY, India`s WPI remained in deflationary territory in June By Mr. Mohit Ralhan TIW Capital
Perspective on WPI Data : At -4.1% YoY, India`s WPI remained in deflationary territory in June By Mr. Mohit Ralhan TIW Capital
Source: PR Agency
14/07/2023 3:28:24 PM
CPI IIP Announcement: The good news on inflation was further accentuated by an increase in IIP to 4.2% in April Says Mr. Mohit Ralhan, TIW Capital Below Perspective on CPI IIP Announcement By Mr. Mohit Ralhan, Chief Executive Officer, TIW Capital “At 4.25%, inflation continued to remain on a downward trajectory, reaching a 25-month low, driven by the decline in consumer food price inflation from 3.8% in April to 2.9% in May. A decline in oils & fats, vegetables, meat & fish prices more than offset any increase from cereals and spices. Fuel inflation also declined from 5.5% to 4.6% YoY. However, the core c...
CPI IIP Announcement: The good news on inflation was further accentuated by an increase in IIP to 4.2% in April Says Mr. Mohit Ralhan, TIW Capital
CPI IIP Announcement: The good news on inflation was further accentuated by an increase in IIP to 4.2% in April Says Mr. Mohit Ralhan, TIW Capital
Source: PR Agency
13/06/2023 11:13:06 AM
Agriculture grew 5.5% while manufacturing growth came in at 4.5% Says Mohit Ralhan, TIW Capital Below  Perspective on GDP Data By Mohit Ralhan - Chief Executive Officer, TIW Capital "The March quarter growth has come out better than estimates, cementing India's position among the fastest-growing major economies of the world. The economy grew 6.1% YoY in Q4 FY 2023, much higher than 4.5% YoY in the previous quarter. The most critical was the growth in private investment activity. Gross fixed capital formation was up 8.9%, becoming the major growth driver while gover...
Agriculture grew 5.5% while manufacturing growth came in at 4.5% Says Mohit Ralhan, TIW Capital
Agriculture grew 5.5% while manufacturing growth came in at 4.5% Says Mohit Ralhan, TIW Capital
Source: TIW Capital
31/05/2023 8:22:29 PM
WPI inflation continued on a downward trajectory Says Mohit Ralhan, TIW Capital Below Perspective on WPI inflation data for January By Mohit Ralhan - Chief Executive Officer, TIW Capital   “WPI inflation continued on a downward trajectory. It came in at -0.92% YoY, the lowest since July 2020. Fall came mainly on account of 2.42% YoY deflation in manufactured products. Sequentially, the wholesale price index remained unchanged as an increase in prices of primary articles was more than offset by a 2.68% decline in fuel and power prices. Pric...
WPI inflation continued on a downward trajectory Says Mohit Ralhan, TIW Capital
WPI inflation continued on a downward trajectory Says Mohit Ralhan, TIW Capital
Source: TIW Capital
15/05/2023 3:06:46 PM
Perspective on CPI and IIP Data : Core inflation also continued on a downward trend By Mr. Mohit Ralhan, TIW Capital Below the Perspective on CPI and IIP Data by Mr Mohit Ralhan, CEO, TIW Capital    “The easing of inflation to 18 month low of 4.7% makes India one of the few major countries which have managed the inflation challenge effectively. The Consumer Food Price Index (CFPI) came in at 3.84% as vegetable, oil and meat and fish prices declined on a YoY basis. Core inflation also continued on a downward trend. This is now the second consecutive month that CPI has come in withi...
Perspective on CPI and IIP Data : Core inflation also continued on a downward trend By Mr. Mohit Ralhan, TIW Capital
Perspective on CPI and IIP Data : Core inflation also continued on a downward trend By Mr. Mohit Ralhan, TIW Capital
Source: TIW Capital
13/05/2023 9:52:40 AM
The sharp decline in WPI inflation to 1.34% in March from 3.85% in February is an extremely significant Says Mohit Ralhan, TIW Capital Below Perspective on WPI By Mr. Mohit Ralhan, Chief Executive Officer, TIW Capital “The sharp decline in WPI inflation to 1.34% in March from 3.85% in February is an extremely significant event also since it is across the board. The negative inflation in vegetable prices and manufactured products indicates to easing of retail inflation as well in the coming quarter. The negative inflation of 23.53% crude petroleum is also a big positive. RBI still may need to look for stabilizat...
The sharp decline in WPI inflation to 1.34% in March from 3.85% in February is an extremely significant Says Mohit Ralhan, TIW Capital
The sharp decline in WPI inflation to 1.34% in March from 3.85% in February is an extremely significant Says Mohit Ralhan, TIW Capital
Source: PR Agency
17/04/2023 4:07:15 PM
RBI`s decision to pause the rate hike indicates its confidence in the persistent downward pressure on inflation Says Mohit Ralhan, TIW Capital Below Quote on RBI MPC Announcement By Mr. Mohit Ralhan, Chief Executive Officer, TIW Capital  “RBI’s decision to pause the rate hike indicates its confidence in the persistent downward pressure on inflation. The expectation of record rabi foodgrains production, above-trend manufacturing production and moderation in commodity prices are crucial factors behind this pause. Having raised the benchmark rates already by 240 bps, it’s an opportune time to wait an...
RBI`s decision to pause the rate hike indicates its confidence in the persistent downward pressure on inflation Says Mohit Ralhan, TIW Capital
RBI`s decision to pause the rate hike indicates its confidence in the persistent downward pressure on inflation Says Mohit Ralhan, TIW Capital
Source: PR Agency
6/04/2023 3:40:40 PM
The 5.2% growth in IIP for the month of January has come slightly ahead of the estimates of 5.0% Says Mohit Ralhan, TIW Capital Below Perspective on IIP Data By Mohit Ralhan - Chief Executive Officer, TIW Capital “The 5.2% growth in IIP for the month of January has come slightly ahead of the estimates of 5.0%. The average since April-2022 has been 5.4% and therefore the January number has come quite close to the average. It is a significant improvement from the 4.3% number in December. The IIP growth in India has demonstrated and an average of 6.05% between 1994 and 2022 and from this perspective there i...
The 5.2% growth in IIP for the month of January has come slightly ahead of the estimates of 5.0% Says Mohit Ralhan, TIW Capital
The 5.2% growth in IIP for the month of January has come slightly ahead of the estimates of 5.0% Says Mohit Ralhan, TIW Capital
Source: PR Agency
10/03/2023 7:14:02 PM
The WPI has further eased to 4.73% in January Says Mohit Ralhan, TIW Capital Below Perspective on WPI inflation data for January By Mohit Ralhan - Chief Executive Officer, TIW Capital "The WPI has further eased to 4.73% in January. It’s quite significant since it is coming after surprisingly higher retail inflation of 6.52%. The downward trend in WPI has been continuing since May-2022, while the YoY CPI change numbers have been more volatile. If we just look at the absolute level of the CPI index, then it has remained between 175 and 177 s...
The WPI has further eased to 4.73% in January Says Mohit Ralhan, TIW Capital
The WPI has further eased to 4.73% in January Says Mohit Ralhan, TIW Capital
Source: PR Agency
14/02/2023 3:09:15 PM
The Federal Reserve slowed its drive to rein in inflation Says Mohit Ralhan, TIW Capital Below is Quote on The Federal Reserve slowed its drive to rein in inflation from Mohit Ralhan - Chief Executive Officer, TIW Capital The Federal Reserve slowed its drive to rein in inflation and said further interest-rate hikes are in store as officials debate when to end their most aggressive tightening of credit in four decades. Policymakers lifted the Fed’s target for its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75%. The smaller move followed a hal...
The Federal Reserve slowed its drive to rein in inflation Says Mohit Ralhan, TIW Capital
The Federal Reserve slowed its drive to rein in inflation Says Mohit Ralhan, TIW Capital
Source: PR Agency
3/02/2023 5:38:35 PM
Year Ender Quote : Indian stocks are likely to continue performing better Says Mohit Ralhan, TIW Capital Perspective Year ender quote for stock market by Mr Mohit Ralhan, CEO, TIW Capital “Although Nifty has increased just by about 3% in 2022, it did relatively better, given the challenges faced by major economies around the world. S&P 500 index declined by about 20% in 2022. Adjusting for INR depreciation, i.e., in US dollar terms, Nifty has shown a decline of about 7% in comparison. Nifty also did significantly better in the second half, after touching a low of 15,183 in...
Year Ender Quote : Indian stocks are likely to continue performing better Says Mohit Ralhan, TIW Capital
Year Ender Quote : Indian stocks are likely to continue performing better Says Mohit Ralhan, TIW Capital
Source: PR Agency
28/12/2022 4:58:53 PM
The 50-bps rate hike by the US Fed was along the expected lines Says Mr. Mohit Ralhan, TIW Capital Perspective on FED Data by Mr Mohit Ralhan, CEO, TIW Capital The 50-bps rate hike by the US Fed was along the expected lines. The inflation in the US has trended down but it is still significantly above the 2% target threshold and Fed has given enough indication that it will take the policy rates to 5%. Although the gasoline and electricity prices declined a bit in November and food inflation moderated, the housing rents still remain high. It is likely that Fed will continue to i...
The 50-bps rate hike by the US Fed was along the expected lines Says Mr. Mohit Ralhan, TIW Capital
The 50-bps rate hike by the US Fed was along the expected lines Says Mr. Mohit Ralhan, TIW Capital
Source: PR Agency
15/12/2022 3:05:07 PM
The easing of WPI to a 21-month low of 5.85% in November is the continuation of the trend Says Mr. Mohit Ralhan, TIW Capital Perspective on WPI Data by Mr Mohit Ralhan, CEO, TIW Capital The easing of WPI to a 21-month low of 5.85% in November is the continuation of the trend that we saw with the recent CPI data. The downward trend has been continuing for a few months now. It’s a nig positive for corporate earnings and operating margins. The easing of WPI in food articles to 1.07% is the most significant one which also augurs well for the CPI inflation in the coming quarters. Although the inflatio...
The easing of WPI to a 21-month low of 5.85% in November is the continuation of the trend Says Mr. Mohit Ralhan, TIW Capital
The easing of WPI to a 21-month low of 5.85% in November is the continuation of the trend Says Mr. Mohit Ralhan, TIW Capital
Source: PR Agency
14/12/2022 5:07:13 PM
RBI has managed the growth-inflation conundrum quite remarkably Says Mr. Mohit Ralhan, TIW Capital Perspective on the CPI and IIP Data by Mr Mohit Ralhan, CEO, TIW Capital The easing of CPI inflation to 11 months low of 5.88% is significant along with the fact that the inflation in food and beverages have now declined to 5.07%. It is now below the upper tolerance band of 6%. Although, RBI is likely to look at consistency of inflation remaining below 6%, it may be forced to take a harder look on the economy front given the contraction of 4% in IIP for the month of November. Thi...
RBI has managed the growth-inflation conundrum quite remarkably Says Mr. Mohit Ralhan, TIW Capital
RBI has managed the growth-inflation conundrum quite remarkably Says Mr. Mohit Ralhan, TIW Capital
Source: PR Agency
13/12/2022 9:07:57 AM
Reaction to the GDP Numbers for Q2 FY 2023 By Mr. Mohit Ralhan, TIW Capital Perspective on the Reaction to the GDP Numbers for Q2 FY 2023 by Mr Mohit Ralhan, CEO, TIW Capital  “The growth of 6.3% in India’s GDP for the Sep quarter is in line with the broader expectations including RBI’s own forecast. Similar to the July quarter, the growth continues to be driven by an increase in private consumption expenditure and gross fixed capital formation, indicating an ongoing robust recovery. A significant increase in steel consumption and ...
Reaction to the GDP Numbers for Q2 FY 2023 By Mr. Mohit Ralhan, TIW Capital
Reaction to the GDP Numbers for Q2 FY 2023 By Mr. Mohit Ralhan, TIW Capital
Source: TIW Capital group
1/12/2022 10:33:29 AM
RBI MPC Announcement : RBI has the herculean task of balancing growth, inflation and the value of INR Says Mohit Ralhan, TIW Capital Perspective on the RBI MPC announcement in September By Mr. Mohit Ralhan,  CEO , TIW Capital “The 50 bps hike in the repo rate by RBI is along the expected lines. RBI has to not only look at domestic inflation but also consider the policy actions of the US Fed. The current environment is quite challenging for emerging markets with the rising price of energy and agricultural commodities, currency depreciation, ongoing military conflicts and the looming threat of global reces...
RBI MPC Announcement : RBI has the herculean task of balancing growth, inflation and the value of INR Says Mohit Ralhan, TIW Capital
RBI MPC Announcement : RBI has the herculean task of balancing growth, inflation and the value of INR Says Mohit Ralhan, TIW Capital
Source: PR Agency
30/09/2022 2:40:57 PM
Reaction to The Fed`s FOMC meet in September by Mohit Ralhan, TIW Capital Group Below is reaction to The Fed’s FOMC meet in September by Mr Mohit Ralhan, CEO at TIW Capital Group “The rate increase of 0.75% by the Fed was on the expected lines. Fed has been communicating its resolve to continue increasing rates till the time inflation comes down to 2%. Jerome Powell’s speech yesterday was probably the strongest one in terms of demonstrating a commitment to controlling inflation. The inflation in the USA is still above 8% and there is a long way to go...
Reaction to The Fed`s FOMC meet in September by Mohit Ralhan, TIW Capital Group
Reaction to The Fed`s FOMC meet in September by Mohit Ralhan, TIW Capital Group
Source: PR Agency
22/09/2022 5:14:38 PM
Reaction to the GDP Numbers for Q1 FY 2023 By Mr. Mohit Ralhan, TIW Capital group Perspective on the Reaction to the GDP Numbers for Q1 FY 2023 by Mr Mohit Ralhan, CEO, TIW Capital Group “The growth of 13.5% in India’s GDP for the June quarter is quite remarkable given that most of the major economies are staring at looming threat of recession. Although, the growth came to be a bit lower than RBI’s forecast of 16.2%, it still indicates that India has done significantly better in reviving its economy and the fiscal year target of achieving a growth...
Reaction to the GDP Numbers for Q1 FY 2023 By Mr. Mohit Ralhan, TIW Capital group
Reaction to the GDP Numbers for Q1 FY 2023 By Mr. Mohit Ralhan, TIW Capital group
Source: PR Agency
1/09/2022 12:01:43 PM
Perspective on the performance of the equity markets by Mr. Mohit Ralhan, TIW Capital Group Below is Perspective on the performance of the equity markets on 26th August by Mr. Mohit Ralhan, CEO at TIW Capital Group “Sensex has responded positively to a flurry of good news on both the global and domestic front. There was an expectation of an increase in private CAPEX in the second half of FY-23 which increasingly looks like to follow through. The growth in private project implementations has topped 9%. Also, RBI has been quite proactive in controlling inflation and a fu...
Perspective on the performance of the equity markets by Mr. Mohit Ralhan, TIW Capital Group
Perspective on the performance of the equity markets by Mr. Mohit Ralhan, TIW Capital Group
Source: PR Agency
26/08/2022 4:23:18 PM
Reaction to the CPI numbers By Mr. Mohit Ralhan, TIW Capital group Perspective on the CPI Numbers for July 2022 by Mr Mohit Ralhan, Managing Partner, TIW Capital Group “The inflation appears to be easing with CPI coming at 6.71% in July in comparison to 7.01% in June. It looks like the peak of inflation was 7.79% in April and the trend is downwards. Still, as far as inflation is concerned India is not out of woods as it remains above 6% now for 7 months. RBI will be hard pressed to bring the inflation down to below 6% as it will need to submit ...
Reaction to the CPI numbers By Mr. Mohit Ralhan, TIW Capital group
Reaction to the CPI numbers By Mr. Mohit Ralhan, TIW Capital group
Source: TIW Capital Group
13/08/2022 11:20:45 AM
Reaction on RBI MPC Announcement By Mr. Mohit Ralhan, TIW Capital Group Perspective on the Reaction on RBI MPC Announcement By Mr. Mohit Ralhan, Global CEO and Managing Partner, TIW Capital Group. “Fighting inflation is now the core focus of central banks worldwide, and RBI is no exception. The inflation in India remains higher at about 7% in comparison to the 6% limit set by RBI. In addition, RBI also has to consider capital outflows given the policy rate hikes by the US Fed, which puts pressure on INR. There has been a capital outflow of US$ ...
Reaction on RBI MPC Announcement By Mr. Mohit Ralhan, TIW Capital Group
Reaction on RBI MPC Announcement By Mr. Mohit Ralhan, TIW Capital Group
Source: PR Agency
5/08/2022 3:09:10 PM
Perspective on the Pre RBI MPC meet in August 2022 By Mr. Mohit Ralhan, TIW Capital Group Perspective on the “Pre RBI MPC meet in August 2022” By Mr. Mohit Ralhan, Global CEO and Managing Partner, TIW Capital Group. “The August meeting of MPC is one of the most crucial ones as the Indian economy is at a critical juncture. June marked the sixth straight month when inflation at 7.01% came higher than the upper tolerance level of RBI. RBI also needs to look at the policy rate increases in the USA, as it would want to keep the spread under control. ...
Perspective on the Pre RBI MPC meet in August 2022 By Mr. Mohit Ralhan, TIW Capital Group
Perspective on the Pre RBI MPC meet in August 2022 By Mr. Mohit Ralhan, TIW Capital Group
Source: PR Agency
2/08/2022 12:08:16 PM
Performance of the WPI Numbers for June 2022 By Mr. Mohit Ralhan, TIW Capital group Perspective on the WPI Numbers for June 2022 by Mr Mohit Ralhan, Managing Partner, TIW Capital Group “While the WPI inflation eased out slightly to 15.18% in June in comparison to 15.88% in May, it remains at elevated levels mirroring the macroeconomic scenario across the globe. The most notable is an increase in the WPI food index from 10.89% in May to 12.41% in June, which indicates that the central government took the right call of banning wheat exports. On the other hand, th...
Performance of the WPI Numbers for June 2022 By Mr. Mohit Ralhan, TIW Capital group
Performance of the WPI Numbers for June 2022 By Mr. Mohit Ralhan, TIW Capital group
Source: PR Agency
14/07/2022 2:15:26 PM
Performance of the market for the first half of 2022 and outlook for next six months By Mr. Mohit Ralhan, TIW Capital group Perspective on the performance of the markets for the first half of 2022 and outlook for next six months by Mr Mohit Ralhan, Managing Partner, TIW Capital Group “The global markets, including India, have been under pressure primarily due to investor’s concern about inflation and uncertainties surrounding the impact of Russia – Ukraine conflict. In a persistent inflationary environment, investors tend to shift not only from growth stocks to value stocks but also from long-...
Performance of the market for the first half of 2022 and outlook for next six months By Mr. Mohit Ralhan, TIW Capital group
Performance of the market for the first half of 2022 and outlook for next six months By Mr. Mohit Ralhan, TIW Capital group
Source: PR Agency
4/07/2022 12:42:46 PM
Perspective on the LIC IPO listed By Mr. Mohit Ralhan, TIW Capital Group Below is Perspective on the LIC IPO listed by Mr. Mohit Ralhan, Managing Partner at TIW Capital Group “The 8% lower debut of LIC shares is a commentary on the current state of global markets rather than the company itself. In terms of subscription, the LIC IPO was extremely successful given the fact that it was the biggest IPO of India. LIC has a solid business, trusted brand, and market leadership in an underpenetrated insurance market. In FY-21, LIC’s market share w...
Perspective on the LIC IPO listed By Mr. Mohit Ralhan, TIW Capital Group
Perspective on the LIC IPO listed By Mr. Mohit Ralhan, TIW Capital Group
Source: TIW Capital Group
17/05/2022 4:05:25 PM
Reaction on RBI announcement by Mr. Mohit Ralhan, TIW Capital group Below is reaction On RBI announcement by Shivam Bajaj, Founder & CEO at Avener Capital  "The hike in the Repo Rate has been announced to mitigate the results of spiking inflation rates in the economy. As the RBI announces withdrawal of its accommodative stance, this move might hint at the RBIs willingness to further tighten the liquidity in the forthcoming time. The long term Impact of this rate hike across markets shall be an interesting sight.&qu...
Reaction on RBI announcement by Mr. Mohit Ralhan, TIW Capital group
Reaction on RBI announcement by Mr. Mohit Ralhan, TIW Capital group
Source: TIW Capital Group
4/05/2022 4:23:18 PM
Comment on RBI MPC Announcement by Mr. Mohit Ralhan, TIW Capital Group Below is Comment on RBI MPC Announcement  by Mr. Mohit Ralhan, Managing Partner at TIW Capital Group “RBI has maintained the accommodative stance amidst an increase in inflation forecast to 5.7% in FY23 from 4.5%. There was also a downward revision in GDP growth forecast to 7.2% in FY-23 from 7.8%. It’s a tricky scenario with challenges on the global economic front led by Russia – Ukraine conflict, rise in energy prices and lingering risk on new varian...
Comment on RBI MPC Announcement by Mr. Mohit Ralhan, TIW Capital Group
Comment on RBI MPC Announcement by Mr. Mohit Ralhan, TIW Capital Group
Source: TIW Capital Group
8/04/2022 3:37:28 PM
Perspective on the merger of HDFC Ltd with HDFC Bank by Mr. Mohit Ralhan, TIW Private Equity Below is Perspective on the merger of HDFC Ltd with HDFC Bank by Mr. Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW PE.. “The merger of HDFC Twins has been expected for a long time but it took market participants by surprise today resulting in a significant increase in the share price of both companies as soon as the market opened. This merger has created a financial behemoth, which is still expected to grow at 20%+ rates and may create better profitability...
Perspective on the merger of HDFC Ltd with HDFC Bank by Mr. Mohit Ralhan, TIW Private Equity
Perspective on the merger of HDFC Ltd with HDFC Bank by Mr. Mohit Ralhan, TIW Private Equity
Source: PR Agency
4/04/2022 2:54:10 PM
Reaction on Monetary Policy by Mr. Mohit Ralhan, TIW Capital group Below is Reaction on Monetary Policy by Mr. Mohit Ralhan, Managing Partner of TIW Capital group “RBI has maintained the accommodative stance prioritising economic growth and recovery amidst the global concerns on rising inflation. The good news is that inflation in India looks relatively under control with unchanged CPI inflation forecast of 5.3% for FY-22 and projection of 4.5% for FY-23. Inflation is expected to peak in the current quarter and ease in the second half...
Reaction on Monetary Policy by Mr. Mohit Ralhan, TIW Capital group
Reaction on Monetary Policy by Mr. Mohit Ralhan, TIW Capital group
Source: PR Agency
10/02/2022 12:11:26 PM
Perspective on the market by Mr. Mohit Ralhan, TIW Private Equity Below is Perspective on the market by Mr. Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW PE. “The market has been facing downward pressure after touching its all-time high in October. While the economy has been recovering on expected lines, the global cues indicating unwinding of balance sheet expansion by central banks around the world have been a major factor. In this context, the US Fed’s hawkish stance has not been a surprise, but the ne...
Perspective on the market by Mr. Mohit Ralhan, TIW Private Equity
Perspective on the market by Mr. Mohit Ralhan, TIW Private Equity
Source: PR Agency
6/01/2022 4:52:32 PM
Year-end note on the Private Equity Industry and Outlook for the year 2022 By Mr Mohit Ralhan, TIW Private Equity Below is the Year-end note on the Private Equity Industry and Outlook for the year 2022 by Mr Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW Private Equity. The PE industry has invested more than USD 75 billion in 2021, making it one of the strongest years for PE investments. More significantly, it was a growth of about 57% in comparison to a successful year of 2020. In terms of sectors, technology, e-commerce, financial services, and infrastructur...
Year-end note on the Private Equity Industry and Outlook for the year 2022 By Mr Mohit Ralhan, TIW Private Equity
Year-end note on the Private Equity Industry and Outlook for the year 2022 By Mr Mohit Ralhan, TIW Private Equity
Source: PR Agency
30/12/2021 12:44:59 PM
Perspective on The performance of IPO's this year and the Outlook for 2022 By Mr. Mohit Ralhan, TIW Private Equity Below is Perspective on The performance of IPO's this year and the Outlook for 2022 By Mr. Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW Private Equity 2021 has been a watershed year for IPOs in India. Till the end of November, 53 IPOs have raised close to US$ 15 billion, making it the best year for mobilizing funds through IPOs. It also indicates the increasing confidence of investors - institutions, HNIs and retail alike – in the growth sto...
Perspective on The performance of IPO's this year and the Outlook for 2022 By Mr. Mohit Ralhan, TIW Private Equity
Perspective on The performance of IPO's this year and the Outlook for 2022 By Mr. Mohit Ralhan, TIW Private Equity
Source: PR Agency
20/12/2021 2:16:59 PM
Perspective on US Federal Reserve Announcement By Mr. Mohit Ralhan, TIW Private Equity Below is Perspective on US Federal Reserve Announcement by Mr. Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW Private Equity. The Fed has signalled a hawkish stance in the coming years while keeping the policy rates unchanged for now. The dot plot shows that the Fed expects to raise policy rates three times in 2022 and three times in 2023 based on median projections. But even after that, the rates will not reach the level of 2.5%, which is considered a ...
Perspective on US Federal Reserve Announcement By Mr. Mohit Ralhan, TIW Private Equity
Perspective on US Federal Reserve Announcement By Mr. Mohit Ralhan, TIW Private Equity
Source: PR Agency
16/12/2021 3:15:00 PM
Perspective on How will the market look like by Diwali 2022? By Mr. Mohit Ralhan, TIW PE Below is Perspective on How will the market look like by Diwali 2022? By Mr. Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW PE The Indian market has gone up by ~60% since Diwali of 2020. It has been a massive bull market fuelled by economic recovery, vaccine breakthroughs and high liquidity. As a result, the markets have run ahead a bit of corporate earnings, with P/E of nifty hovering around ~26x-27x. Currently the market is in the zone of caution. Whi...
Perspective on How will the market look like by Diwali 2022? By Mr. Mohit Ralhan, TIW PE
Perspective on How will the market look like by Diwali 2022? By Mr. Mohit Ralhan, TIW PE
Source: PR Agency
3/11/2021 12:56:35 PM
Perspective on Nifty touching 18,000 by Mr. Mohit Ralhan, TIW Private Equity Below is Perspective on Nifty touching 18,000 by Mr. Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW PE. “Nifty Index crossing 18,000 levels marks the continuation of the bull phase in the India markets. There are strong positive sentiments on the domestic front, even though the global cues are pointing towards increasing risks. Central banks across the world are expected to unwind their balance sheet expansion sooner than later to counter increasi...
Perspective on Nifty touching 18,000 by Mr. Mohit Ralhan, TIW Private Equity
Perspective on Nifty touching 18,000 by Mr. Mohit Ralhan, TIW Private Equity
Source: PR Agency
11/10/2021 1:49:44 PM
Perspective on the RBI Monetary policy announcement by Mr. Mohit Ralhan, TIW Private Equity Below is Perspective on the RBI monetary policy announcement by Mr. Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW Private Equity “RBI has maintained the accommodative stance taking cue from the easing of inflation in July and August indicating that RBI will continue its policy support to sustain growth momentum. RBI has taken an extremely balanced approach, given that the Indian economy continues to be resilient, but the aggregate demand has still not...
Perspective on the RBI Monetary policy announcement by Mr. Mohit Ralhan, TIW Private Equity
Perspective on the RBI Monetary policy announcement by Mr. Mohit Ralhan, TIW Private Equity
Source: PR Agency
8/10/2021 12:11:24 PM
The market is facing downward pressure given the negative global cues by Mr. Mohit Ralhan, TIW Private Equity Below is quote on The market is facing downward pressure given the negative global cues By Mr. Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW Private Equity “The market is facing downward pressure given the negative global cues. We had turned cautious after the indices moved up quite a bit recently with Sensex touching a high of 60,000. While the domestic story of economic recovery and reducing risks on the COVID-19 front remains intact, the unfolding ...
The market is facing downward pressure given the negative global cues by Mr. Mohit Ralhan, TIW Private Equity
The market is facing downward pressure given the negative global cues by Mr. Mohit Ralhan, TIW Private Equity
Source: PR Agency
29/09/2021 4:47:31 PM