New Year is a month away but brokerage houses and hedge fund managers have started debating on what equity markets 2018 India would be like? Morgan Stanley (which has given 1L figure for Sensex by 2030) came first in predicting 2018 to be a 7-8% returns year. Quick revert from our homegrown Prubhudhar Lilaldas thatRead More
Stocks
New Investor’s Baggage : Unrealistic Returns Expectations
You know Demonetization was not a “demon” for the investment industry. In fact, papers are pink with praises how physical asset lovers changed loyalty and started sailing with financial assets. But a new investor someone who started in 2016 or 2015 has started on a very high note. He has only seen green pasture andRead More
What is Bubble in Investments?
Investment Bubbles are quiet hidden like stealth and investor rarely knows that he is being surrounded. This article identifies & deal with market bubbles.Read More
Do Not Rent Equity- Own it
One of my investors who own a sizable chunk of Mutual Funds, asked me – Madhu when are we going to invest in equity? I answered, “we are already investing in 70-80% of markets through the MFs. So why do you think we are not investing in equity?” He said, “Through MFs I get units.Read More
Equity Investing is a Marathon NOT a Sprint
Equity investing is now under so much research and eye glazes because it is at a point that nobody has seen. Nifty crossed 10000 this week for the first time in history. Our philosophy has been that Equity is long term investments and market levels do not matter to us. But this milestone can beRead More
What Nifty PE Ratio Tells You About Present Nifty Valuation?
The full form of PE ratio stands for price to earnings ratio and it is one of the most simple but very helpful buy/sell indicators for all investors who believe in buying good companies at throwaway prices. It is used to analyse valuation. It helps in judging how cheap or expensive a particular stock orRead More