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
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
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…
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
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
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
One of the most famous studies on human psychology has concluded that the basic needs of humans must be met (like food, shelter and security) before a person can realize his true creative potential In our quest to accumulate resources to take care of our basics, we get into the rat-race, and get so deeply … Read more
The value of the Sensex in its base year in 1979 was 100 and today it is up more than 270 times giving a compounded return of upwards of 16% per annum. This return by far exceeds other popular investment class returns which rarely come close to double digits %. Yet very few investors have … Read more
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