Dollar Shortage and Eurodollars
March 2020 witnessed a knee jerk reaction to the global trade and financial system coming to a …...
How should a rational investor behave in Bear market?
Introduction: This blog is about how investors should behave in bear market. At a broad level, one …...
COST OF EQUITY IN A CRISIS
Markets across the world are collapsing. The COVID pandemic and the resultant shutdowns will affect businesses financially. …...
Are We Going To See Blip Before Huge Budget Rally? (A Different Technical Perspective)
Ever since corporate tax rate cut announcement by Government on 20th September 2019, NIFTY has been in …...
SBI Cards – Reported Profits vs Economic Profits
Reported financials have to follow accounting guidelines when they are presented to investors. However, while analyzing, it …...
SIP Investing – An Odd(s) Study – Part 2 – Returns vs. Valuations
This is a follow up on our study in Sep-19 on Systematic Investment Plans (SIPs) and odds …...
A Healthcare Company – High on Accounting Steroids
We recently worked on a company operating hospitals and healthcare centers in India. While low penetration of …...
From the Prodigal Son to the Black Sheep?
Recently, while working on the Indian arm of a global engine manufacturing company (hereinafter referred to as …...
SIP Investing – An Odd(s) Study
I came across this chart over the internet which suggests that instances of negative returns decreases with …...