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 ...
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, ...
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 ...
India is the world’s third largest consumer of paints by volume. The industry has grown by 12-18% in the last 15 years, there exists a high correlation ...
The Fixed Income Portfolio needs another small change. This is the second change this year, which is fairly unusual for a portfolio like this but such times ...
In 2017, we introduced a strategy of building a portfolio of stocks that was based purely on their absolute price without any reference to any other metric. We ...
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 ...
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, ...
It looks like there is no end to the carnage in the markets. We are down +30% on the Nifty since January and counting. We still do not know the extent of the ...
