Archives
76 / 647
Premium
Q4FY20 Earnings Report: Dr Lal Pathlabs
In this post we look at two companies in our long term multicap portfolio. The diagnostic space is set to undergo change, with people taking their health ...
Foundations
How to think about Asset Allocation in India – Part 1
Getting usual Asset allocation advice is like listening to in-flight safety demonstrations. The airline crew has to give it, and you don't even have to pretend ...
Premium
Understanding the Why of Trends | Siding with Shiller
Constancy of Human Nature There is something primal about the human emotions of Greed and Fear. It is these emotions in a collective sense that reflect in ...
Premium
The Indian Tile and Bathware Industry: Which companies are better placed – Part 2
In Part 1 of the Tile and Bathware Industry series, we looked at the Indian Tile Industry and how the market leader Kajaria dominates. Here we look at the ...
Deepak's Memos
The Dichotomy of Markets
In 1958, US Industrial Production had fallen 10% in a year. The stock market was up 30%. John Templeton wrote "The influences on stock prices are so numerous ...
Premium
Q4FY20 Earnings Report: Aarti Industries, Godrej Consumer Products
Results for the last quarter have started coming in, all the companies are impacted due the lockdown enforced in the last week of March. While the larger ...
Premium
If you can’t measure it, don’t trade it – Quantifying Trends
The idea of finding a reference If I were to tell you that ^NIFTY50 is going up, does it mean anything? I am sure you would ask me, how long has it ...
Fixed Income
Podcast #28: Why credit rating agencies are irrelevant and deserve a downgrade
“There’s an internal class system they have developed. Whether it is between companies or across countries. The developed countries get a ...
Mutual Funds
Mirae Asset Arbitrage Fund: Should you invest?
Arbitrage funds are relatively tax-efficient instruments to park money because they are taxed as equity funds. However, they are not entirely risk-free ...
Premium
SBI delivers reasonably in Q4, but pandemic impact remains to be seen
State Bank of India (SBI) for the quarter ended March 2020 reported 2.93% YoY income growth and nearly 5x YoY Net profit growth, to Rs. 3,581 cr. Lower ...