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...
Nifty Corporate Earnings Analysis – Q4 | 2016 by Rajat Sharma | May 12, 2016 Yesterday we analyzed earnings trend for constituent companies of the S&P CNX Nifty. On year-on-year basis (Q4 2015 to Q4 2016) corporate earnings showed a growth of 14.7%....
Best Stock Valuation Method – Listed vs. Private Companies by Rajat Sharma | May 12, 2016 There are 2 rules to stock valuations: First, there is nothing like a best stock valuation method. Second, The rules vary based on many factors including (but not...
Just before the union budget, I recommended 2 PSU banks that you could buy – IDBI Bank and State Bank of India (SBI). Click the video below: DATE: 29 February 2016 Watch 6:20 Onward. Of course I have been negative on PSU Banks for 4 years. Let me take you back...
At Rs 190/ share, Oil & Natural Gas Corporation Limited (ONGC) remains one of my strongest buy ideas in the current market environment. ABOUT ONGC ONGC is the second largest oil and gas exploration and production company in the world and ranks 23rd among leading...
