TINA (There Is No Alternative to Equities) is RISKY
As the heading seems to suggest, its indeed getting riskier (volatility wise) to continue to believe in …...
Benchmarking
How a change in benchmark can change the outperformance? Imagine you have just boarded a train. On …...
Evergrande â Next Lehmann or Move along
Evergrande â Next Lehmann or Move Along People tend to look at past to make sense of …...
Cash is Trash or Cash is King?
Cash is Trash or Cash is King? We often hear contradictory cliches. Cash is trash. Cash is …...
Nifty 3TV
Nifty 3TV In our earlier post, we have spoken about Niftyâs normalized P/E and its prospective returns. In this …...
In the Age of Passive Funds
In the Age of Passive Funds Point to Point vs. Rolling returns | Declining ability to outperform? …...
What Do Current Valuations Tell You About Prospective Returns?
What Do Current Valuations Tell You About Prospective Returns? The returns that you generate in the equity …...
Investing Lessons from Indiaâs Famous Series Win Against Australia
Investing Lessons from Indiaâs Famous Series Win Against Australia I’m a big fan of test cricket. You …...
Pests infected earnings of an Agro chemical company
Pests infected earnings of an Agro chemical company Few weeks ago, an Audit firm resigned as statutory …...