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.
Curated Solution for Equity Investment
Bonanza Select Advantage presents the opportunity in the form of specially curated stock bucket by our research team. Strength of the bucket lies in fundamental data-based bottom-up stock selection process and continuous evaluation and revalidation of our research judgment on those stocks.
Why Us
Choose your Bonanza Select Advantage curated stock portfolio bucket
Bonanza Select Advantage 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.
Large & Mid Cap Stock Bucket
In this bucket we identify those businesses which are expected to continually perform in different market conditions and have strong leadership in the market.
- Min. Investment₹ 5,00,000
- Risk Category Moderate
- Already Invested?Login to Top Up
Multicap Stock Bucket
This bucket is primarily designed for investors who would like flavor of all market capitalizations and stocks are identified using proprietary bottom-up fundamental research.
- Min. Investment₹ 5,00,000
- Risk Category Moderate
- Already Invested?Login to Top Up
Mid & Small Cap Stock Bucket
Focus is on identifying companies in small and midcap segment which are showing improvement in fundamentals. Stocks are identified using detailed bottom-up fundamental research followed by due diligence on filtered stocks to arrive at optimum basket.
- Min. Investment₹ 5,00,000
- Risk Category Aggressive
- Already Invested?Login to Top Up
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 |
