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 ...
We had a recent discussion on Zoom, on the various things we discussed about the different levels of panic we have seen. More important is about strategies to ...
On days like today, we thought a chart of the NIFTY followed by Baron Rothchild’s much-abused quote would not do much to calm the nerves. via GIPHY ...
In continuation to our posts on analyzing the latest quarter results of companies in our Long Term Multicap Portfolio, in this post we look at the results of ...
The recently inflation number for Jan 2019 came in super heavy at 7.59%, the highest since 2014, and a relatively high number now. But there’s a strange ...
In follow up to our earlier post, where we covered three companies from our MultiCap Portfolio, we look at 3 more companies in this post. APL Apollo The ...
Dividends are back in the news due to budget 2020. The budget 2020 has changed taxation of dividends starting from April 1st 2020. Our dividend yield portfolio ...
