Market Perspective is a Detailed Analysis of the Stock Markets considering Domestic & Global Macros. It also discusses the Investment argument for various Themes in the Market.
Built on a legacy of Observation, Research and Knowledge
Narnolia, an investment management and advisory firm, was founded in 1997 and has one of the best data-driven buy-side research teams in the country, with capabilities spread across asset classes & investment strategies.
Invest in NS Portfolios that aim to deliver superior-risk adjusted returns absolutely, relatively and consistently, designed by the ‘Most Consistent Portfolio Manager of the Country’, awarded consecutively in 2018 & 2019.
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Pick Your NS Investment Advisory Portfolio
NS Investment Advisory Portfolios are research-backed thematic baskets designed to provide professional competency while retaining the flexibility of direct ownership of stocks, for long-term wealth creation.
Other NS Advisory Portfolios
NS Industry Leaders
Industry Leaders IAP aims at long-term capital appreciation by investing in companies that are the top-3 players of their respective industries and are showing growth in value characteristics with expected higher return ratio.
- Min. Investment₹ 3,00,000
- Risk Category Conservative
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NS 5TX5T
This portfolio provides a unique theme-based investing opportunity in the Indian market. As India approaches towards becoming a 5 trillion economy by GDP, the total Market Cap of Indian companies will also set to increase by 11-12% CAGR.
- Min. Investment₹ 5,00,000
- Risk Category Aggressive
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NS Mid and Small Cap
Long-term capital growth by active investing in smaller but growing companies of India with improving fundamentals. Tactical weight allocation under the sub-classes is employed to generate alpha while managing beta.
- Min. Investment₹ 3,00,000
- Risk Category Aggressive
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NS Ethical - S1
The portfolio provides a unique theme-based investing opportunity in the Indian market. As India approaches to become $7trillion economy by GDP, the total Market Cap of Indian companies will also set to increase by 11-12% CAGR
- Min. Investment₹ 5,00,000
- Risk Category Aggressive
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NS Multi Cap
Meant to be a core buy & hold portfolio to capitalize on the wealth-creation opportunity in the Indian economy, comprising of judicious mix of large, mid & small-cap companies to manage risk & generate the right force to outperform in the long term.
- Min. Investment₹ 5,00,000
- Risk Category Moderate
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Research Connect
| Topic | Month | Year | Action |
|---|---|---|---|
| India Equity Outlook | September | 2023 | |
| Growth Magnets for the New Bull Market | May | 2023 | |
| India Equity Outlook | April | 2023 | |
| India Equity Outlook | March | 2023 | |
| India Equity Outlook | February | 2023 | |
| India Equity Outlook | January | 2023 | |
| India Equity | December | 2022 | |
| Impact of Rising Interest Rates | November | 2022 | |
| Market Outlook & Investment Opportunity Amid Recent Volatility | October | 2022 | |
| India Opportunities | September | 2022 | |
| This Decade Belongs to Emerging Markets-India to Shine | August | 2022 | |
| Markets Settling to a New Normal | July | 2022 |
Fund Manager's Perspective and Outlook about Markets and Investment Strategy.
Analyst's Perspective on a particular Macro-Economic or Market Related Topics and Themes.
| Topic | Month | Year | Action |
|---|---|---|---|
| Growth Magnets of India Series - $1 trillion of Merchandise Exports by 2030 | September | 2023 | |
| High Growth alongwith Margin revival witnessed in Portfolio companies for Q4FY23 Quarterly Results | June | 2023 | |
| Indian Banks stress test amidst Global Banks failure environment | March | 2023 | |
| UNION BUDGET 2023 - Another Right step in Right direction | February | 2023 | |
| Macro Vs Micro - Unknowable Vs Knowable | January | 2023 | |
| Strong Q2FY23 Results for Portfolio Companies Amidst Global Volatility | November | 2022 | |
| Sideways Market keeping Sectoral / Style Out-Performance Illusive | October | 2022 | |
| Market Short term movement anchored on Bond Yield | September | 2022 | |
| NS Portfolio Companies Shines Amid Gloomy Q1FY23 Results | August | 2022 | |
| PLI SCHEME-EMERGING INVESTMENT OPPORTUNITY | August | 2022 | |
| Indian Banking Opportunity - Higher Credit Growth Alongwith Lower NPAs and Higher Recoveries Promises Higher Profitability for Banks | August | 2022 | |
| Investigating Recent Under-Performance of Quality Companies with Narnolia | July | 2022 |
