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Stocks
The Two Wheeler Industry and a deep value opportunity
India Automobile Industry The automobile industry in India is 7.5% of GDP, it is 49% of manufacturing GDP and 26% of Industrial GDP. The industry directly ...
Premium
AMA with CM: On Stock Picking, Gold, Crude Oil, Asset Allocation, Position-Sizing and more
We did an impromptu CM team AMA (Ask Me Anything) this week. Technically AUA because almost the entire Premium team ( Chetan, Shreesh, Anoop, Vashistha, and of ...
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The Opportunity in the Reliance Rights Issue of Partly Paid Shares
Reliance is in the thick of the news. A stake sale of 10% to Facebook, of it’s Jio Platforms subsidiary at a value of, pre-money, around 375,000 cr. ...
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Macronomics: Crude May Be Negative But India’s Demand Just Fell Off a Cliff!
Oil is the one commodity which impacts every consumer across the world. But something astonishing happened with oil in last couple of weeks. Oil prices went ...
Breaking
Lockdown Diary: Being Vocal to Go Local
A twitter thread that seems to have gotten some attention, so I’ll keep it on as a post. This is in light of the Narendra Modi speech where he suggests a ...
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Time the market. Sleep Better.
If you had been investing a fixed amount every month into the NIFTY, diligently over the last five years, as of May 2020, your annualised return would have ...
Stocks
TTK Healthcare: Keeping Skore in the condoms segment
This is a guest post by Saket Mehrotra. CA, CS – Sensex Follower since ’09. Number cruncher by the day, avid reader and chef by the night – ...
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What Happens to Company Cash Flows During a Lockdown
Cash flows are the life line of every business. Efficient management of cash flows is instrumental in a business firing on all cylinders. On the other hand, ...
Mutual Funds
Podcast #27: The run on debt mutual funds. Is your money safe?
“The whole money supply in India is about 150 lakh crores. Half of that is in Fixed Deposits with banks. Around 30-40 lakh crores is sitting with ...
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Portfolio: Changes in Premium Momentum Portfolio – May 2020
April 2020 and YTD 2020 Performance Recap The indices rallied sharply from March and gained 13%. The Momentum portfolio had a more sedate month and ended only ...
