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Charts & Analysis

Chart: How Much Have Nifty 50 Stocks Fallen from their 52 Week Highs?

Nifty is down 6.7% from its peak, but that barely explains the underlying churn that is being seen in the constituents that form the Nifty 50. Nifty 50 is a ...
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Opinion

The Battle of Taxes: SGX "Steals" the Nifty

It’s Impossible to be sure of anything but Death and Taxes – Christopher Bullock Governments and Kings before them for centuries have been able to run ...
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Premium

Fundas: Decoding the ROE – Part 2

This is a two-part post on a fundamental concept called the Return on Equity (ROE). Here is the first part. Now read the second:  In this post we will apply ...
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Premium

Fundas: Decoding the ROE – Part 1 

This is a two-part post on a fundamental concept called the Return on Equity (ROE). Here is the first part. Here’s a basic basic concept defined: ...
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Mutual Funds

Charts: Brokerage Accounts in India Grow 40%, Zerodha Now In Third Place

Today’s chart is about the rise of the number of active brokerage clients in India. We now seem to have about 83 lakh active brokerage customers.  (HT ...
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Charts & Analysis

Talwalkar’s – What is in a Name? Everything, apparently.

“What is in a name?”, Shakespeare asked? Well, if he asked the question to investors who bought Talwalkar’s Better Value Fitness Ltd they ...
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Premium

Portfolio: Replacing 7 Stocks in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio ...
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Premium

Buybacks Go Sour. But It Gives Us A New Idea For The Long-Term

We now recognize that buybacks are crowded trades and will not pursue them as a strategy or a special opportunity, except where the stock itself looks good ...
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Charts & Analysis

Charts: Nifty in FY18 Does Just 10% As March Takes The Index Down Some More

It’s the very end of the financial year, FY 2018. This may have sounded like a great year, but it’s really not that great when you tally the ...
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Opinion

Market Roundup – Opportunity or Crisis?

On Friday, the 23rd of March 2018, markets fell by 1.2%. While this is not a significant fall, what was significant was the fact that this drove the draw-down ...
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