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Which Debt Mutual Fund Should You Buy?
Over the last few weeks, I have been reading many articles on various aspects of debt fund investing. I have also received many queries on where investors should park their money to cushion against stock market uncertainty. To quote some of the more relevant...
NEITHER A BULL NOR A BEAR – A CREDIT CRISIS VIEW
Over the past few weeks, I have made some major changes to client portfolios. The ongoing credit crisis perhaps has changed my general tone on stocks, and other financial assets. I am not trying to rein in on anyone, nor suggest that a Multicap approach is astute...
NIFTY PE (Price Earnings Multiple) – FAIR VALUATION STUDY
With all this talk about Nifty PE ratio and what is most likely going to be a deteriorating earning season, I decided to have a look at how expensive/ cheap each stock on the Nifty really is. Of course, in absolute numbers, now at 9,266; historically speaking, Nifty...
Cadila Healthcare Stock Analysis
Price: Rs. 253.75 Date: March 30th 2020 Cadila Healthcare Limited (“Cadila” or the “Company”) is a pharmaceutical company that discovers, develops, and manufactures a broad range of healthcare products including human formulations, veterinary formulations and drugs,...
Voltas Stock Analysis
Date: 3 April 2020 Price: Rs. 472 Voltas Limited is the one of the India’s largest air conditioning company. The Company is also one of the most reputed engineering solution providers specializing in project management. The Company also provides its expertise across...
Financial Planning for a Post Coronavirus World
Things continue to go from bad to worse in terms of the coronavirus epidemic. Yet the stock markets have recovered up to 20% of their losses over the past 2 week. As an investor how should you go about your financial planning? The answer to this is not very different...
Diagnostic Stocks to Benefit from Covid-19 Hit
With the rise in the number of reported novel coronavirus (COVID-19) disease cases in India, the government on 18th March 2020, allowed private diagnostic labs to start testing for coronavirus samples. This could have a positive impact on the price of diagnostic...
Valuations are finally cheap – Here’s an answer to your questions
DO YOU KNOW, every time markets are trading below valuations of 16, they deliver 34% returns over the next 3 years. When trading between 16-19, they deliver 20% over the next 3 years. When trading above 19, the returns are only 3.4% for the next 3 years. But what does...
Why Asset Allocation is the Best Portfolio Management Strategy?
It is human to think that nobody will care about your money as well as you can. In reality, for most people such thinking leads to the construction of some of the most disgraceful portfolios. Over the past month or so, I have seen portfolios of excellent stocks that...
Karda Construction Stock Analysis
Karda Construction Limited (“Karda” or the “Company”) is a well-established Nashik based group having its presence in the construction industry for more than two decades. The Company is focused on developing affordable housing in the residential segment and from year...
Which Debt Mutual Fund Should You Buy?
Over the last few weeks, I have been reading many articles on various aspects of debt fund investing. I have also received many queries on where investors should park their money to cushion against stock market uncertainty. To quote some of the more relevant...
NEITHER A BULL NOR A BEAR – A CREDIT CRISIS VIEW
Over the past few weeks, I have made some major changes to client portfolios. The ongoing credit crisis perhaps has changed my general tone on stocks, and other financial assets. I am not trying to rein in on anyone, nor suggest that a Multicap approach is astute...
NIFTY PE (Price Earnings Multiple) – FAIR VALUATION STUDY
With all this talk about Nifty PE ratio and what is most likely going to be a deteriorating earning season, I decided to have a look at how expensive/ cheap each stock on the Nifty really is. Of course, in absolute numbers, now at 9,266; historically speaking, Nifty...
Cadila Healthcare Stock Analysis
Price: Rs. 253.75 Date: March 30th 2020 Cadila Healthcare Limited (“Cadila” or the “Company”) is a pharmaceutical company that discovers, develops, and manufactures a broad range of healthcare products including human formulations, veterinary formulations and drugs,...
Voltas Stock Analysis
Date: 3 April 2020 Price: Rs. 472 Voltas Limited is the one of the India’s largest air conditioning company. The Company is also one of the most reputed engineering solution providers specializing in project management. The Company also provides its expertise across...
Financial Planning for a Post Coronavirus World
Things continue to go from bad to worse in terms of the coronavirus epidemic. Yet the stock markets have recovered up to 20% of their losses over the past 2 week. As an investor how should you go about your financial planning? The answer to this is not very different...
Diagnostic Stocks to Benefit from Covid-19 Hit
With the rise in the number of reported novel coronavirus (COVID-19) disease cases in India, the government on 18th March 2020, allowed private diagnostic labs to start testing for coronavirus samples. This could have a positive impact on the price of diagnostic...
Valuations are finally cheap – Here’s an answer to your questions
DO YOU KNOW, every time markets are trading below valuations of 16, they deliver 34% returns over the next 3 years. When trading between 16-19, they deliver 20% over the next 3 years. When trading above 19, the returns are only 3.4% for the next 3 years. But what does...
Why Asset Allocation is the Best Portfolio Management Strategy?
It is human to think that nobody will care about your money as well as you can. In reality, for most people such thinking leads to the construction of some of the most disgraceful portfolios. Over the past month or so, I have seen portfolios of excellent stocks that...
Karda Construction Stock Analysis
Karda Construction Limited (“Karda” or the “Company”) is a well-established Nashik based group having its presence in the construction industry for more than two decades. The Company is focused on developing affordable housing in the residential segment and from year...
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