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...
Before I get to the impact and opportunities from demonetization over short, medium or long term, I would like to put out 3 disclaimers: Disclaimer on demonetization: The last time we had such an event was in 1978. That was a time when there was no ATM, internet or...
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...
