Outlook 2019-24 and beyond
It is rare to read in newspaper front pages about long term factors defining economic trends for the next 37 years, so it was a pleasant surprise to read this article on Monday morning...
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Smart Electorate – good for markets!
An analysis done by a large fund house shows that in every election year in the history of the Sensex, the markets go up! This is simple to understand… In the period before the elections, there is a buildup of Uncertainty – the biggest enemy of...
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Think smart, think differently
Rich is a relative term, hence, by definition, very few people can be rich! The most popular money-making ideas and methods may not work after all… Investing in stock markets is a proven avenue to get wealthy, but there is a huge variation in...
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Markets – Even better times ahead
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...
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Be optimistic, be wealthy
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...
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Equity investments – Lazy is the best strategy
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...
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Sensex@30000 – Value vs Valuation
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 Value – The long-term rise in the...
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Time to be a little greedy
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...
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Disruptions are here to stay, save wisely
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...
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Volatile markets – no problem
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...
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Simple is not Easy
There is a simple rule in stock market investing Buy Low – Sell High. As simple as it may sound, it is not so easy to follow. When markets fall, fear is the dominant emotion that prevails, we are afraid that markets will fall further and in...
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The Young and Vibrant India Growth Story
Each year millions of young Indians, in search of job opportunities need to shift base from their ancestral homes in small towns and villages across India to bigger cities and metros and start nuclear families. This is resulting in the breakdown...
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