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Month: July 2023

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Growth Investing In India: A Quantitative Approach

In this article, we outline a strategy blueprint for growth investing in India, and explore how we leverage quantitative tools to guide our decision-making in ...

[Newsletter] High ROCE means higher returns?, 5 Good Reads, and Market Overview

Brent Crude has risen by 13% in the past month and is now trading around $84. Nifty 50, Gold and Silver cooled off a bit this week while USDINR gained a ...

The nitty-gritties of the ITC Hotels Demerger

Why are they demerging ITC Hotels from the tobacco giant, ITC? And why is it all this complex? The long-waited step towards separating the business units into ...

[Newsletter] Letter from Fund Manager, 5 Good Reads and Market Overview

Nifty 50 inches up and reaches yet another high point. While the street expected to see 20k print on the Index but it wasn't to be. Silver has delivered a ...

[Podcast] Stock market returns are lumpy. Get used to it

 Our latest podcast episode is here, and it’s all about exploring the different ways investors make money in ...

Wealth Letter July 2023: It’s raining new highs

  In the Netherlands, there are two lotteries. One is the regular lottery – you get a number, and if they draw that number, you make riches. But ...

[15-Jul] Market Overview, 5 Good Reads and Sensex 30 PE ratio

🔆 Saturday Coffee Newsletter Market Overview: Top Indices & Asset Classes Sensex 30 PE: Markets at high but not costly! Good Reads: 5 good reads on ...

[Newsletter] Merger of Mammoths, Market Overview and 5 Good Reads!

This week, Gold, Crude, and USDINR experienced gains across all asset classes, while the S&P 500 faced headwinds. The Nifty 50 also had a positive week, ...

What the HDFC Bank merger really means for investors

What's the post-merger scenario for HDFC Bank? In a nutshell: 1. Most of the synergies have already been established, and therefore, no major changes are ...

Decoding ‘Trending Value’ in India: Insights from the investing classic ‘What works on Wall Street’

What works on Wall Street by James O'Shaughnessy published in 1997 is the original quantitative investor's handbook. One of the strategies explored in the book ...