Blog
Blog
Motilal Oswal India Opportunities Fund (IOPV2) – PMS Review
Product: Motilal Oswal India Opportunities Fund (IOPV2) Strategy Focus: deliver higher returns by making investments in stocks and sectors that can benefit from India’s emerging businesses. Concentration: The portfolio typically consists of 15-20 mid cap stocks. Ideal...
IndiGrid InvIT – Should You Invest?
Caveat: Promoter Disclosure While the yields look attractive for IndiGrid InvIT, its Promoters: Twin Star Overseas Limited (Mauritius) and Vedanta Limited together hold ~74% in Sterlite Power which in turn is the promoter of India Grid Investment Trust. Both these...
Tata Motors Stock Analysis
About Tata Motors Stock Price: Rs. 330 View: Buy Tata Motors operates in 2 business segments – Automotive Operations and Others [1] Automotive operations accounted for 98.95% of the total revenues in Q3 FY 2018. The Company’s automotive operations segment is further...
CDSL Stock Analysis
I HAVE IN PAST ADVISED AGAINST INVESTING IN CDSL STOCK BECAUSE OF UNJUSTIFIED VALUATIONS. AT RS. 280/ SHARE, MY VIEW STANDS CHANGED. FEEL FREE TO TREAT THIS AS A RECOMMENDATION. Incorporated in 1999, Central Depository Services (India) Limited (CDSL) (promoted by The...
Salasar Techno Engineering Stock Analysis
About Salasar Techno Engineering Salasar Techno Engineering Limited (“Salasar Techno” or the “Company) provides customized steel fabrication and infrastructure solutions in India. With almost 10 years of experience, the Company provides telecommunication towers,...
Why The Next PNB Fraud Will Happen
Back in 2010, I completed my final IPO transaction as a lawyer. My job was to prepare due diligence reports on companies that were going to list on a stock exchange. To put it mildly, due diligence is one of the most boring and pointless things you can do with a human...
Judge portfolio performance and time, not timing
I once saw a business card of a financial advisor which had the letters 8% – 12% – 16% – 24% printed on the back. I asked him what this meant. His reply: It just creates curiosity, everyone who gets this card in hand asks me what you just asked. It gives me an...
Long Term Capital Gain and Grandfathering of Prior Capital Gains – How Does it Work?
On 1st of February 2018, in his budget speech, The Finance Minister introduced Long Term Capital Gain (LTCG) Tax at the rate of 10% on stock investments and investments in equity oriented mutual funds. For starters, I dont think the markets are falling because of...
Can Debt Mutual Funds Give Negative Returns?
Short Answer – Of course yes. What Are Debt Mutual Funds? A debt mutual fund invests in various fixed interest bearing instruments, primarily government and corporate bonds, NCDs, preferential shares and cash equivalents. Just like a fixed deposit, these instruments...
Fixed Income fund Ideas in Rising Market
With debt fund returns falling, a lot of investors are selling their fixed income fund. With rising inflation, the chances of another rate cut look dim, because of which there has been little (and in some cases, negative return in debt funds). At first I believe that...
Motilal Oswal India Opportunities Fund (IOPV2) – PMS Review
Product: Motilal Oswal India Opportunities Fund (IOPV2) Strategy Focus: deliver higher returns by making investments in stocks and sectors that can benefit from India’s emerging businesses. Concentration: The portfolio typically consists of 15-20 mid cap stocks. Ideal...
IndiGrid InvIT – Should You Invest?
Caveat: Promoter Disclosure While the yields look attractive for IndiGrid InvIT, its Promoters: Twin Star Overseas Limited (Mauritius) and Vedanta Limited together hold ~74% in Sterlite Power which in turn is the promoter of India Grid Investment Trust. Both these...
Tata Motors Stock Analysis
About Tata Motors Stock Price: Rs. 330 View: Buy Tata Motors operates in 2 business segments – Automotive Operations and Others [1] Automotive operations accounted for 98.95% of the total revenues in Q3 FY 2018. The Company’s automotive operations segment is further...
CDSL Stock Analysis
I HAVE IN PAST ADVISED AGAINST INVESTING IN CDSL STOCK BECAUSE OF UNJUSTIFIED VALUATIONS. AT RS. 280/ SHARE, MY VIEW STANDS CHANGED. FEEL FREE TO TREAT THIS AS A RECOMMENDATION. Incorporated in 1999, Central Depository Services (India) Limited (CDSL) (promoted by The...
Salasar Techno Engineering Stock Analysis
About Salasar Techno Engineering Salasar Techno Engineering Limited (“Salasar Techno” or the “Company) provides customized steel fabrication and infrastructure solutions in India. With almost 10 years of experience, the Company provides telecommunication towers,...
Why The Next PNB Fraud Will Happen
Back in 2010, I completed my final IPO transaction as a lawyer. My job was to prepare due diligence reports on companies that were going to list on a stock exchange. To put it mildly, due diligence is one of the most boring and pointless things you can do with a human...
Judge portfolio performance and time, not timing
I once saw a business card of a financial advisor which had the letters 8% – 12% – 16% – 24% printed on the back. I asked him what this meant. His reply: It just creates curiosity, everyone who gets this card in hand asks me what you just asked. It gives me an...
Long Term Capital Gain and Grandfathering of Prior Capital Gains – How Does it Work?
On 1st of February 2018, in his budget speech, The Finance Minister introduced Long Term Capital Gain (LTCG) Tax at the rate of 10% on stock investments and investments in equity oriented mutual funds. For starters, I dont think the markets are falling because of...
Can Debt Mutual Funds Give Negative Returns?
Short Answer – Of course yes. What Are Debt Mutual Funds? A debt mutual fund invests in various fixed interest bearing instruments, primarily government and corporate bonds, NCDs, preferential shares and cash equivalents. Just like a fixed deposit, these instruments...
Fixed Income fund Ideas in Rising Market
With debt fund returns falling, a lot of investors are selling their fixed income fund. With rising inflation, the chances of another rate cut look dim, because of which there has been little (and in some cases, negative return in debt funds). At first I believe that...
Free Investment Newsletter
Join us and connect with over 65,000 subscribers who benefit from our insights on the latest
in the world of stocks and personal finance.
Free Investment Newsletter