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Portfolio: Adding Fifth Tranche of EV Portfolio
We have completed four tranches of buying electric vehicle portfolio. And today we will be buying in fifth tranche. The EV portfolio is all about companies ...
Opinion
Nifty 50 – The Runaway Kid!
Markets are rolling higher like no tomorrow. Nifty 50 is up 11% for the year and while the Nifty Small Cap 100 and Nifty Mid Cap 100 aren’t in the same ...
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Bond Baba: A Bank Bond That Gives 9.8%, Better Than Its Own Deposits, or Bond Funds?
In Bond Baba today we ask you one question: Do you like FDs? Okay, maybe you like FDs. Fixed Deposits. When you put your money with a bank and it comes back ...
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Q1FY18 Earnings Report: Results in Long Term Portfolio – Part 1
The season of Q1 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
Opinion
What are we Reading – Gauging pro-cyclicality and financial vulnerability in Asia
Turkey has been in the news recently as its currency went through a rapid depreciation against the United States Dollar. Then again, it shouldn’t have been ...
Charts & Analysis
Charts: The Consolidated P/E of the Nifty Stocks And Their Earnings Growth
There’s problem in the P/E of the Nifty. It’s calculated based on the standalone earnings of the Nifty companies. This isn’t always fair ...
Premium
Fundas: Understanding the PE Ratio, and a Model To Make Sense Of It
As part of our funda series in this post we cover the Price to Earnings Ratio, we explain the P/E ratio and model to make sense of the ...
Foundations
Guest Post: How Many Of Your Investments Will Survive?
This is a guest post by Anoop Vijaykumar. Anoop is a SEBI Registered Investment Adviser and writes about equity investing at thecalminvestor.com. Follow him ...
Opinion
Opinion: Why The Rupee Fall To 70 Is Not A Big Deal
Is there a big problem if the USD has appreciated so that it’s Rs. 70 to a dollar? There are some implications, but it’s somehow not that dramatic ...
Foundations
Core Inflation At Elevated Levels Even As Currency Starts To Dip
Inflation went down to just 4.17% in July 2018. This might look good, but hold on. The biggest helper: Food. The biggest culprit? Everything else. As you can ...