China Market Rebound: Opportunity or Risk for Investors?

Over the past week, the Hang Seng Index and the CSI 300 Index of china have experienced a dramatic reversal, transforming significant one-year declines into robust gains within days. Market sentiment has shifted decisively from a stance of “Anything But China” to “All In, Buy China.” Hang Seng Index Overview As of October 7, 2024, […]
Which Housing Finance Company To Invest In?

Share of Housing Finance market – Here’s a list of players by the quantum of home loans. Housing Finance companies LOAN OUTSTANDING/AUM As of Mar-24 Rs in Cr PE Market Cap Market Share HDFC BANK ₹ 7,72,786.00 18.96 ₹ 12,92,266.29 22.208% SBI ₹ 7,25,818.00 9.71 ₹ 7,07,141.61 20.858% ICICI BANK ₹ 2,96,940.75 19.51 ₹ 9,08,025.54 […]
SHOULD YOU INVEST IN NYKAA?

NYKAA TOP-DOWN ANALYSIS India is projected to become a ₹2,474 billion beauty and personal care opportunity by 2027 from ₹1506 billion in FY22 TOTAL ADDRESSABLE MARKET IN BPC FOR NYKAA The online BPC market is expected to grow at 29% CAGR over the next 5 years to ₹799 billion in 2027 from ₹227 billion in […]
Manorama Industries Stock Analysis

UPDATE: STOCK SPLIT 1:5 – 8 Marh 2024 If you have eaten a Ferrero Rocher chocolate or used the Mango Body Butter from The Body Shop, chances are you have consumed butter made at a factory in Raipur, Chhattisgarh, owned by Manorama Industries. ABOUT THE COMPANY Manorama Industries Ltd. (Manorama) is a leading global producer […]
Mutual Funds for Long Term (SIPs and Lumpsum investments)
Until a few years back, I invested wholly on my own. Almost 100% of my investments were in stocks and I hardly ever looked at mutual funds. Over time, I have realized the importance of diversification both in terms of asset classes and also in terms of managers. It is important to put your investments […]
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 it really mean when someone […]
Confessions: What your Financial Advisors will not tell you
This is 100% true for 100% financial advisors; Just that some tell it more than others! (1.) We are likely to disclose selectively– No mentor ever told his prodigy – ‘you will have to lie to succeed’. That is not something anyone aspires to do. What financial advisors do all the time however is to […]
Life Insurance Saving Plans Explained – Assured and Money Back Plan
In continuation of the article – Different Types of Life Insurance Policy Available, in this article, I am going to explain 2 more types of very lucrative life insurance saving plans. 2 Types of Life Insurance Saving Plans Assured Income Plan (Or Guaranteed Income Plan) Money Back Plan [1] Assured Income Plan – This life insurance saving […]
Different Types of Life Insurance Policy Available
As most commonly understood, a life Insurance policy provides financial protection to your family in the unfortunate event of your death. lt involves paying small sums each month called premiums and at maturity of the policy, you will receive returns the policy may have earned over the years (depending on the type of life insurance […]
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 for: Ideal for investors looking to invest in small and mid cap stocks for higher than average growth. Note: […]