Benchmarking
How a change in benchmark can change the outperformance? Imagine you have just boarded a train. On …...
Evergrande – Next Lehmann or Move along
Evergrande – 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 Nifty’s 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 India’s Famous Series Win Against Australia
Investing Lessons from India’s 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 …...
Life Sciences and Accounting Discoveries
Life Sciences and Accounting Discoveries Pharma has been the flavour of the stock markets recently. While working …...