Archives
148 / 652
Premium
Premium: Electric Vehicles will be Huge, and Why We Need an EV Portfolio
Electric vehicles are the future. For India and for the world. Electric vehicles have a big advantage over Petrol or Diesel vehicles China leads the world in ...
Stocks
SEBI Bans "Shell" Companies, But Hits a Bunch of Normal Companies Too
SEBI has decided to put 311 companies into what is called a “Graded Surveillance Measure” level VI. Which is a code for “We Hate These ...
Stocks
Bharat – 22 – A catch 22 for the Investor?
Unit Trust of India was an Institution created by an Act of Parliament in 1963. The following year it launched a US-64 “fund” which over time ...
Premium
Portfolio: Momentum Monthly Changes Replace a Whopping 16 Stocks
It's the first Monday of the month, and it's time to rework the Momentum portfolio. It's not done fantastically - with only a 2.85% return since June when we ...
Mutual Funds
Chart: Adjust the Nifty for Inflation, and we are 10% below the highs of 2007
Inflation hits all of us hard. It’s a drop in purchasing power. So let’s adjust the Nifty for a “constant” purchasing power by removing ...
Stocks
Outlier in Focus: Talwalkars Better Value Fitness
We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Talwalkars, ...
Economy
RBI Cuts Rates to 6%, But markets don't care.
RBI has finally cut rates. By 0.25%. This means very little to most people, but effectively banks can borrow lower from RBI, at 6% now versus 6.25% yesterday. ...
Premium
Macronomics: Banks bet on personal loans, but are we seeing a subprime move?
A quick look at sector credit today, once again. As of June, 2017, bank credit has been stalling at about 5% overall growth. Banks are continuing to favour ...
Charts & Analysis
Chart: Nifty does the best year since 2009 with a 5% in July
The Nifty had the best month of 2017 in July; it was up over 5%! The move to 10,000 has been swift. And takes the 2017 return to 23%. The Sensex also did about ...
Premium
Macronomics: That Pesky P/E and CAPE Ratio Chart Which Reveals Extreme Valuations at Abysmal Earnings Growth
________________________________________________________________________ It’s unfashionable to talk about things like valuations now. The latest Howard ...