Hello Reader The year 2018 has been a roller coaster year ride for most of the investors with market showing a lot of uncertainty and volatility till now due to many factors/ cues like Global ones(Trade wars, Crude oil prices, Fed rate potential hikes, dollar valuation) and domestic one [...]
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Hello readers, Buoyed by the great success , popularity and readership of this investing related blog, along with my undying passion towards long term and value investing , I have recently launched a investment advisory or portfolio management services start-up called “ Margin of Saf [...]
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How Indian markets performed in 2017 vis-à-vis world markets: Before we get into 2018, let’s look back and see how the Indian markets performed in 2017 vis a vis the world markets. Indian indexes rose to record levels in a significant double digit growth not seen in recent years. While Sensex r [...]
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These are interesting and puzzling times when it comes to investing in India equities. Indian indexes (NIFTY and Sensex) are trading at expensive rates at 21-22 times forward earnings (FY18 estimated earnings). This is at 25-30 percent premium to historical average forward PEs(16 times forward earni [...]
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The stock market is at a multiyear bull run paradigm though it seems to be at high valuation. Indian(Sensex and NIFTY) are sitting at 23-24 trailing PE and 19-20 forward. Its about 20 percent higher than long term average valuations. Though its sitting at slightly high valuation now, it seems to be [...]
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How Indian markets performed in 2016 vis-à-vis world markets: Before we get into 2017, let’s look back and see how the Indian markets performed in 2016 vis a vis the world markets. Indian indexes were almost flat. While Sensex rose by 2% with respect to 2015 closing levels (from 26160 levels to 2 [...]
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“Don’t invest in pieces of papers (stocks), invest in great businesses underlying them” – Warren Buffet “When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” – Warren Buffet These quotes by the master investor sums it up [...]
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Given the very steep expectations, I think Mr. Jaitley should be commended for meeting or exceeding the expectations of most of the key global and Indian stakeholders like Global investors/ FIIs, Indian Industry captains, Indian brokerages/ Financial community, stock markets. Given that the Govt. ha [...]
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Hello readers, How Indian markets performed in 2015 vis-à-vis world markets: Before we get into 2016, let’s look back and see how the Indian markets performed in 2015 vis a vis the world markets. The Sensex was down by 5% with respect to 2014 closing levels (from 27500 levels to 26100). US equity [...]
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Its interesting to see how the market (Sensex) has gyrated in the last 12 months, from about 26000 levels in end September 2014 to >30,000 and back to 26000 again, from 27500 level at the start of the year to >30,000 and now down at 26600. This kind of steep volatility has surprised most of [&hellip [...]
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In recent times , Indian market and economy seems to have hit the cross roads with concerns of parliament and policy logjam, banking system stress , credit / investment cycle not taking off, rural or agrarian crisis, uncertain monsoon, slowing exports etc. The manic depressive market which was eupho [...]
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Global Markets have been fretting and perspiring about Greece going bankrupt for some time now. I am amused and surprised on why markets and media are so hyper on the prospect of Greece going bankrupt and exiting European Union .Let’s get this into perspective. Whats the big deal about Greece goin [...]
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