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Foundations

Guest Post: Do markets really move together?

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 on ...
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Earnings Report: Results In Long Term Portfolio

The season of Q3 results has almost come to an end and most of the results are out. Here is a quick compilation of results of stocks that form part of our Long ...
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Opinion

How The 11,400 cr. Import Ponzi Scam at PNB Unfolded

Here's the story on how Nirav Modi went from being the post boy of the Indian jewelry business to becoming one of the most wanted economic criminals in India's ...
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The Budget Hits Mutual Funds, Part 1: Balanced Funds

This is a two part series on the impact of the new taxes on mutual funds, and how they will hit the investment dynamic.  Balanced funds invest in stocks and ...
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Stocks

Yes, SBI, When You Say The Worst Is Over…

Update: After this post, SBI posted record losses of 7,700 cr. in the subsequent quarter, and we have a small note at the bottom. Even we couldn’t have ...
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Opinion

Volatility Killed XIV: The Rapid Descent Into Nothingness After Big Moves

On twitter, I heard about the awesome poet, Rilke. A quote from him:  “The purpose of life is to be defeated by greater and greater ...
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Macronomics : RBI Forces Base Rates To MCLR, and How This Will Hurt Banks

The recent RBI monetary policy said that banks will need to link their base-rates to MCLR. While this looks simple, it has a large impact on ...
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Portfolio: Amid Volatility We Replace Six 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 accordingly. This Monday has ...
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Economy

Budget 2018: Some Interest in Disinvestment But Net-Zero Real Impact

When India attained Independence, there were very few industries to speak about that could provide the growth and employment that India required. The ...
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General

Budget 2018: Free Healthcare for the Poor

A robust healthcare system is a necessity of every country – developed or developing. A strong and efficient healthcare system of any country ensures quality ...
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