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Markets are making all time highs nearly every other day and the pace of the rise is creating fears of an impending sharp fall. Our analysis shows that there is much more upside to come and the sharp correction may not happen altogether The market movements today should be viewed with the perspective of the … Read more
Our Equity markets, represented by the Sensex, have risen more than 300 times from 1979 @ 16% per annum CAGR. Future economic growth projections by analysts within India and across the world put India amongst the fastest growing economies in the world. Our markets will again provide opportunities for multiplying wealth another 200-300 times or … Read more
It is my firm belief that the key to building long term wealth is to never incur a large loss. The good news is that by following a few thumb-rules we can insulate our investments portfolio from any big jolt A large loss sets you back by years’ worth of savings and earnings, and recovering … Read more
The best advice that I ever got for my investments was to “leave it alone”. I remember I didn’t want to follow that advice initially and when a big international event happened, and the markets went into a downward spiral, I wanted to liquidate all my Equity Mutual Funds. I wanted to sit out through … Read more
The value of the sensex is at an all-time high level, but the valuations are trading near long term averages. Considering the trends in recovery of earnings, these valuations will get cheaper by the quarter
A smart fund manager puts money on what he believes are the best investment ideas today that will play out in the next 3-5 years. After that he would not sit back, and wait for the next 3-5 years for the expected outcome. The best fund managers assess and re-assess their holdings every day and make … Read more
Sometime back we had written about the fact that markets don’t like uncertainty, the reverse is also true – “Markets love certainty”. The results from the recently concluded state elections in India have set our markets on a sure-shot path of bullishness
In this age of continuous disruptions, the only constant is change. There is a perpetual risk to our regular sources of income – be it a job or business. What we need is to have the cushion of carefully planned savings to comfort us during times of disorder. It is therefore important to save wisely … Read more
India is a secular growth economy and over the decades, the economy has withstood the test of national and international events, gone through upturns and downturns, with nominal GDP (Manufacturing, Services and Agriculture) growing at near-constant decadal rates of about 15% per annum Stock markets have representation from the manufacturing and services sectors but not from agriculture. … Read more