Some Thoughts and Ideas on Indian Markets
Tuesday, 3 January 2017
2016 - The Year that Was !!!
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2016 proved to be a tough year for the Indian markets. Indices went nowhere. Mutual funds also did similar with PPFAS NAV going up just 4% ...
1 comment:
Monday, 2 November 2015
It WAS Easy!!!! It IS NOT Easy!!!!
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A few weeks ago, Howard Marks came out with his brilliant Memo Titled "It's Not Easy". In that Memo, he argued that it's...
6 comments:
Friday, 26 June 2015
Finding Friends in Trends!!
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I have always been a Bottom-Up investor all through my investing life (of 4.5 years). So much that, however hard a friend may try to convin...
1 comment:
Thursday, 4 June 2015
How much is Enough??
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A big part of our financial life keeps revolving around a simple looking equation- A= P * (1+r)^n The compound interest equation. No wo...
7 comments:
Thursday, 1 January 2015
2014- The Year That Was!!!
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As we enter 2015, lets us look back at how 2014 was for investors. Thanks to Modi, commodity movements and good valuations, 2014 proved to...
7 comments:
Wednesday, 3 September 2014
Taking cues from Nifty Fifty History- Tone down Expectations
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Yesterday, Nifty reported PE crossed 21 for the first time in 3.5 years (last time it was at 21+ PE on 2nd May 2011). See here . I did s...
4 comments:
Saturday, 21 June 2014
FY15- Where are We Heading?
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FY14 has been an amazing year for Indian stock market thanks to strong election verdict and turnaround hopes. 25,000 on BSE and 7,500 on ...
6 comments:
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