Gold has been in use as a form of currency or a high value commodity for at least three millennia. Records show that India has had an intense relationship with this glittering metal for almost as long. The picture of an Indian bride is incomplete without her being weighted down by masses of gold jewellery and tales of palaces being inlaid with gold leaf abound.
The advent of cloud and artificial intelligence along with Trump’s protectionist policies is causing Indian investors to shun the IT sector.
Learn the real reasons for the slowdown in the Indian IT sector and find out whether this could actually be an opportunity in disguise for investors. Read More
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Raghuram Rajan’s monetary policies have received both praise and flak. On one hand, they have been praised as stabilizing forces in a tumultuous global economy awash with central bankers’ reduced interest rates. On the other hand, critics have denounced Raghuram Rajan’s policy changes as being detrimental to growth. This article assesses the impacts of Raghuram Rajan’s policies on the economy and the ‘real’ effects of the global banking crisis. You’ll read insights on how these inflation targeting policies have safeguarded the Indian economy. Read this Raghuram Rajan monetary policy review to find out if Raghuram Rajan’s successor should continue them, or implement new policies. Read More
Dalbar, a Boston based analytics group has been studying the US markets for over 20 years and they have been publishing reports which compare the performance of an average Mutual Fund investor as compared to the Market Indices. Important point to note here is that the performance calculated was for the investor in the Mutual Fund and not the Mutual Fund itself which is more readily available.
In our research coverage, we came across one company which is one of the largest manufacturers of transformer oils and conductors in India/World. Based on both Return on Equity (RoE) and Return on Capital Employed (RoCE) the business seemed to have generated reasonable returns (average) over the long term. Read More
While analyzing a company engaged in a pharmaceuticals industry, we came across some important points concerning some notable issues on quality of earnings and corporate governance. The below note explains our findings on the same. Read More
The markets seem to be in a confound state between uncertainty about hopes of economic recovery and lack of earnings turnaround. We took a look at some numbers regarding the broader market fundamentals in India to assess the mismatch, if any, between expectations and realities. Read More
We do understand that Investing being game of odds, market participants would prefer to pay a premium for ‘certainty’ in earnings, growth etc. But the same question also then logically extends to expensive valuations. One has to be mindful of the fact that as much as the behavioral biases of the market might lead us to think otherwise, prospective returns essentially are a function of arithmetic calculations and not any story built around an investing idea/theme. Read More