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General
Podcast #26: Who moved my market? A deeper look at FIIs.
“Are FIIs big? Why do we make a big deal of them? The answer is if you think of the Indian market as a whole, today’s market cap of the stock ...
Stocks
Don’t be afraid of letting go: Changing your mind in a crisis panic fall
The lockdown’s extended, and here’s another thought we’re running through as we progress, in our CovidLockdown Diary. The markets are going ...
Charts & Analysis
The Midcap Carnage and Where There May Be Opportunity
We have seen a carnage in the markets and there is no end in sight as to when this will stop. For many of us this is the first time we have seen such huge ...
Mutual Funds
Why you don’t need ULIPs
This is a guest post by a contributor from the insurance industry. The life insurance sector in India has been growing at 11% – 12% for the past few ...
Premium Portfolio
The LongTerm MultiCap Portfolio Revamped
The last few weeks have been…interesting. (I heard there’s an understatement of the year award up for grabs). For the world in general, and the ...
Premium
Portfolio: Changes in Premium Momentum Portfolio – Apr 2020
It seemed like the month with no end. We did three rebalances through the month reducing equities first to 40% and then to 20% of the portfolio. At the same ...
Charts & Analysis
How The Government Can Get 400,000 cr. to fight the Covid Slowdown
It’s obvious now that the lockdown will hurt India’s economy. And just as other countries are doing, we’ll need big stimulus to start pushing ...
CM Strategy
Forget Stocks for a bit. Get your Asset Allocation right
You’ve heard of the three C’s by now. Courage. Cash. Conviction. You’re probably sick of them already. For the uninitiated, the three ...
Premium
Follow The Money: How a Global Liquidity Crisis Beat Us Before The Coronavirus
Much as we see the absolute carnage in markets, we tend to blame it on the sinister impact of the virus. But there seems to be something else happening, ...
Stocks
Why RBL And Indusind May Not Be The Next Yes Bank
The Yes Bank fiasco made all the other smaller private banks look bad. We think, unfairly, which is the point of this post. Yes Bank had undisclosed NPAs. ...
