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08Jul ' 26
'Daily Voice | Market set for a two-year rally? CIO Shailendra Kumar sees earnings strength but flags 4 risks'

Shailendra Kumar of Narnolia Financial Services expects a meaningful pickup in private capital expenditure, complemented by sustained public capex

Read NowMoney Control
01Jun ' 26
'Daily Voice | Narnolia's Shailendra Kumar sees 2HFY27 significantly stronger than 1HFY27 for corporate earnings'

Toward the end of the last calendar year and into the early months of 2026, India's macroeconomic indicators were exhibiting clear signs of strengthening demand before the recent West

Read NowMoney Control
21May ' 26
'India Energy Basket'

Our research report discussing India’s Energy Consumption, Transition & Outlook

Read NowN Blog
01May ' 26
'Daily Voice: Why this CIO is staying bullish on India despite the West Asia fallout'

Shailendra Kumar of Narnolia Financial Services remains constructive on the banking and auto sectors and continue to maintain an overweight stance. However, his current contrarian preference is the pharma sector.

Read NowMoney Control
02Apr ' 26
'Deploy Capital in a calibrated manner despite West Asia uncertainty'

A large part of India’s quality universe is domestic consumer-facing, and if the monsoon remains favourable this year, we expect a meaningful demand revival across several of these businesses

Read NowMoney Control
05Mar ' 26
'MC Interview: Narnolia’s Shailendra Kumar warns Gulf tensions could trigger 5% market drop, full‑blown US-Iran war likely'

The current environment is admittedly clouded by uncertainty — the US-Iran conflict and the ongoing debate around AI's economic impact are creating visible headwinds for market sentiment, said Narnolia's Shailendra Kumar

Read NowMoney Control
05Mar ' 26
'Daily Voice: Supreme Court ruling lifts sentiment but won’t trigger a sustained rally, says Narnolia’s Shailendra Kumar'

According to Shailendra Kumar, the court ruling does not put uncertainty to rest; rather, it is likely to create a new layer of uncertainty in the near term.

Read NowMoney Control
04Mar ' 26
'Narnolia and GIS London unveils UCITS investment platform for Indian investors'

The cross-border partnership has introduced US Dollar denominated Global UCITS fund platform designed to provide Indian investors with structured access to international markets.

Read NowN Blog
04Mar ' 26
'Narnolia and GIS Form Strategic Tie-Up; Mumbai Investor Forum to Showcase Global Investment Platform'

Narnolia and GIS Form Strategic Tie-Up

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03Feb ' 26
'India-US trade deal Impact: We anticipate multi-year re-rating in engineering, auto components, textiles, jewellery'

India- US trade deal secures a massive price advantage for our engineering, textile, and pharma sector, said Narnolia's Shailendra Kumar.

Read NowMoney Control
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