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Economy
RBI Hikes Rates, But The Market Yields Had Already Moved Up
The RBI increased rates today. For the first time since Jan 2014 we have seen rates go up. The repo rate (at which banks borrow) has gone up to 6.25%. The ...
Premium
Premium: Adding a CV OEM to Long Term Portfolio
We now add a company in the Long Term Portfolio after a long hiatus. It's been a rough market, and while stocks are still richly valued, we continue to find ...
Premium
Portfolio: Replacing 11 Stocks in Momentum Monthly Rejig
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
Premium
LongTerm Portfolio: We Exit [Stock] After A Rough Year of Results
We are exiting TNPL in the Long Term Portfolio at a return of only 32% in about two years. (This isn’t quite that much, even though it’s positive) ...
Foundations
Loan Waivers – The Moral Hazard & Incentive to Default
India is a predominantly agriculture based country. This is not reflected by way of contribution to GDP but in terms of the percentage of population that is ...
Charts & Analysis
The Nifty has a Flat May While Most Other Stocks Drop
The Nifty’s reached a stop point in May after an awesome April. It was flat for the month. The whole month has been a bore for the Nifty, though the ...
Opinion
Focus on Portfolio, Not on Stocks
Manpasand wasn’t a stock that found pasand among investors in recent days with the stock over the last 3 days falling by 50%. Thanks to the concept of price ...
Premium
Fundas: Understanding the Price to Book (P/B) Ratio
In this post lets try and understand the Price to Book ratio also commonly known as P/B ratio. What does it mean when companies trade at a P/B of 1, why do ...
Foundations
Charts: A Different Perspective
When we talk about Charts, the assumption is that it refers to Index Charts or Stock Charts. But real information can be extracted by creating charts using ...
General
The Banking Sector is in a Mess – Is there a way out
IDBI Bank today announced it has 28% bad loans. For every 100 rupees they’ve lent, nearly Rs.28 has gone bad. Do note that even the best banks ...
