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Macronomics: How Much Does India Use Cards Versus Cash? A Data Summary

How much of India’s Liquid Wealth is in “Cash”? We all know that the demonetization drive has impacted India but let’s take a look at ...
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Portfolio: We Add This PSU Firm To Our Momentum Portfolio

We add this finance PSU to our momentum ...
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Premium: The Strategy To Buy Stocks When Everything Is Falling

Investing in markets like this is scary. Because everything’s moving! Today we’re going to make a quick note about How to Actively Invest in Fast ...
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Portfolio: We Add A Chemical Company With Low P/E To Long Term Portfolio

We add another chemical company to our Long term Portfolio. This stock is currently trading at a P/E below ...
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Macronomics: The Dangers of a Rising US Rate and the Loss of Indian Trust in Rupee Notes

We just just had a perfect storm, or something close to it. Trump became president and Modi did something unthinkable – a surgical strike on cash. ...
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Bond Baba: What Demonetization Will Do To The Bond Market

Bond Baba is quite happy with this demonetization thing. Or whatever they call it because there will be no demonetization to speak of anyhow. Please read our ...
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Premium: Resetting The Momentum Portfolio, Closes Three Years at 34% CAGR

We are resetting our momentum portfolio. Please subscribe to know more ...
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Premium: Why Are So Many Companies Doing Share Buybacks?

There have been an enormous number of buybacks recently. We participated in the arbitrage with Bharti Infratel and BEL, both of which gave us 8%-10% ...
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Premium: US Investigation Into Price Collusion Haunts Indian Drug Manufacturers

In a major setback for Pharma companies, Bloomberg has confirmed from its sources that U.S. Prosecutors have begun to make headway in the 2 year investigation ...
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Portfolio: Exiting Two Stocks in Momentum, After They Show Signs of Breakdown

Markets have been seeing red continuously. Nifty is down by 2.6% in last five trading sessions. We got rid of two positions from momentum portfolio as they ...
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