Nifty 50 Earnings – FY 2018 & Q4 – Analysis On year-on-year basis (from FY 2017 to FY 2018) earnings* showed a growth of 9.01%. In comparison, average stock prices went up by 17.31% during the same period**. *Based on 30 companies which have declared the results...
Now that the whole world knows that markets are overvalued and that we are somewhere at the start, middle, or end of a bull market, the question for most investors is – should you still buy stocks and which ones? Of course you should buy stocks at all times. While the...
The recent correction in stock markets has brought down valuation for many sectors. Amongst others, Valuation in IT Stocks has come down significantly post the demonetization move by the Government. Keep in mind that IT stocks were already operating in a difficult...
All prices and growth figures based on close of trading day on 18th November 2016. Over the past few years, mid and small cap stocks have run far ahead of their large cap peers in terms of valuations. Many mid and small cap stocks have given multi-bagger returns while...
Over the past few months I have received many requests for portfolio rebalancing. Since August, I have been of the view that this is not the best time to deploy fresh capital in the market. Those already invested should try to rebalance their portfolios...
These days I see a lot of investors and perhaps fund managers running out of ideas. The general view seems to be that stocks are either too expensive or not worth owning because of poor fundamentals. My view differs to the extent that large caps that are not...
