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[14-Jan] Newsletter: Investing in HoldCos, Market Overview & 5 Good reads


🔆 Saturday Coffee Newsletter

  • Quote: Wisdom in a few words
  • Market Overview: Top stocks & asset classes
  • Of the Chart: Sensex 30 PE ratio
  • Good Reads: 5 good reads from across the globe
  • Capitalmind LIVE: Should you invest in holding companies?

Quote ✍️

“It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong”

— George Soros

What’s up with markets? 📉📈

This week, two tata companies top the list on either side of the line. Tata motors gained 7.7% while Titan plunged by 4.7%. Another Tata behemoth, TCS, gained 5.1% backed by strong earnings.  [14-Jan] Newsletter: Investing in HoldCos, Market Overview & 5 Good reads

Crude was below $80 last week and it seems we got too happy, too soon. It gained back 7.9% this week and ended at $84.8 per barrel. Just where it was last year. Similarly, the Nifty 50 is where it was last year.

INR has depreciated by 10% over the last 1 year and thus also helped Gold gain in value which is now up by 17% this year.

[14-Jan] Newsletter: Investing in HoldCos, Market Overview & 5 Good reads

Of the Chart 📊

The price-to-earnings (P/E) ratio is a measure of the price of a share relative to its earnings. This ratio can be calculated for the index as well. Here’s how the P/E ratio of Sensex stands now compared to its historical trend.

[14-Jan] Newsletter: Investing in HoldCos, Market Overview & 5 Good reads

What we are reading? 📝

Should you invest in Holding Companies? 🤝

In latest our weekly show, we discuss holding companies with Deepak Shenoy

  • What are holding companies
  • The peculiar thing
  • Should you invest?


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