Best Equity Mutual Funds in India

The analysis presented below is based on the performance and current composition of 3 market leading funds as of 14th November 2014 in their respective category. There are thousands of funds to choose from and within these funds there are the ones with high concentration on equities or debt. There are the gold funds, infrastructure funds […]

Picking Value Stocks – My Best Stock Purchase Decision

May be I have written so much about stocks which did not do well, asset classes (like Gold) which are certain to destroy investor wealth and about other negative biases about investing that I have started receiving mails like this: Sir – I follow your blog regularly but over the past few weeks you have written that […]

Investing in Gold – Good or a Bad investment option?

In January of 2013, when the gold price was at its peak (trading in the range of ~ Rs. 32,000/ 10 gram), I had written this in my e-book – The Honest Truth: . . . . . . “In addition to fixed income and equity investments, there is a lot of buzz about investing […]

E-Commerce Companies – Why Valuations and Future Plans Matter

A man once discovered a large treasure consisting of an unquantifiable amount of gold and diamonds buried under his house. He started digging and realized that at some point the entire treasure will come out of the earth. To make most of the situation and the frenzy created by his discovery he decided to invite […]

Investing in the Oil and Gas Sector in India

The Oil and Gas Industry in India is one of the most important sectors and constitutes over 15 % of the GDP. In addition, it serves as the backbone for transportation and hence affects the performance of many other industries such as infrastructure, cement, construction etc. The oil and natural gas sector includes exploration, refining […]

Is It The Right Time To Sell Stocks?

If the job has been correctly done when a common stock is purchased, the right time to sell is almost never. – Philip Fisher The question here is one of whether the job has been done correctly or not? THE QUESTION HAS MORE TO DO WITH ONE’S OWN ABILITIES AND IS IN ITSELF A LESSON […]

Making Money in Stocks is Not for Everyone

Over the last few weeks a lot of people have approached me for help with their stock investments. I will take two popular questions today. I.            Should I invest directly in stocks or should I invest in mutual funds? II.            Is it possible to invest money in the stock market in a safe, risk free […]

Investing in IPOs – Valuation or the Share Price?

Lately, I have been getting some questions on investing in IPOs. This morning, it just occurred to me that despite working on IPOs and drafting offer documents for 5 years of my life, I have not written a single post about it. Just goes to show how much you ignore things that you know the […]

A Simple Rule to Calculate Fair Value of Stock

Updated on 27 December 2016 On 1 December 2016, Sunil Hitech issued 10:1 stock split and 1:1 bonus issue shares. For the purpose of this article, consider Sunil Hitech price as 20 times of its current market price. If you have been reading my posts or of any other fundamental stock analyst, you would have noticed […]

Real Estate Investment Trusts (REITs) in India

REITs – Meaning Real estate as an investment option is mostly unaffordable for most Indian retail investors. The Real Estate Investment Trusts (REITs) announced in the Union Budget 2014–15 enable investors to collectively invest in commercial properties and earn a profit from such investments. At the same time, REITs provide an alternative funding channel for […]