Archives
74 / 647
Premium
Oil Marketing Companies: What Pushed Them Down Will Pull Them Up Too
India’s largest three oil-marketing companies – Indian Oil Corporation Ltd., Bharat Petroleum Corporation Ltd., and Hindustan Petroleum Corporation Ltd. ...
Mutual Funds
HSBC Focused Equity Fund: Should you invest?
HSBC has launched an NFO (New Fund Offering) for a Multi-Cap Equity Mutual Fund. The NFO is open from 1st to 15th July 2020. We took a look to see if it makes ...
General
[Media] On HT Mint Video: Riding out the economic downturn with mutual funds
A lot has been brewing in the debt mutual fund space for the last couple of years. In this HT Mint virtual panel discussion series; Deepak discusses with ...
Premium
Rough Framing a Trend Following Strategy | Moving Averages & Metrics
“It is a capital mistake to theorize before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit ...
General
[Media] On CNBC TV18: Mutual funds to attract stamp duty. How will it impact your returns?
Deepak was on CNBC TV18 today to talk about the impact of stamp duty on Mutual Fund Investor Returns. Mutual funds to attract stamp duty. How will it impact ...
Premium
Q4FY20 Earnings Report: Balkrishna Industries
The global OHT market is estimated to be $12 Billion. This company in our portfolio has a global market share of 8% in agricultural tyres and 2-3% in the OTR ...
Stocks
Q4FY20 Earnings: Vodafone Idea’s Liquidity Worsening
We wrote about the impact how even the most favourable verdict from the Supreme Court in the AGR case will not make it easy for Vodafone Idea to survive: Can ...
Stocks
Bharti Airtel: Phoenix Rising From The Ashes
This Premium article has now been unlocked for free access The Indian telecom sector is entering a phase of tariff discipline which along with paradigm shift ...
Charts & Analysis
Arbitrage Funds: You Don’t Want to be the Elephant in the Room
This analysis in this post was subsequently referenced in a 2nd July Business Standard article: “Rising shares of arbitrage funds in futures segment ...
Foundations
How to think about Asset Allocation in India – Part 2
Part 1 of this two-part Asset Allocation post used a simple equal-allocation strategy over four available assets to make the case for asset allocation as a ...
