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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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 Investing – Avoiding a large loss
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’...
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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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Common Sense
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...
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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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Share Markets – Uncertainly certain
How do we make sense of the ever-fluctuating share markets? Simple, think long term In life, we are surer about the near term – where we will be tomorrow or what we will be doing next week, but as we think more into the future, the less...
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Simply Equity
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...
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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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