COVID-19, Expected Returns, and Business Quality
This article first appeared on Advisor Perspectives. Hecato says, “cease to hope and you will cease to fear:”’… …...
COVID-19, High Risk Assets, and Expected Returns: Indian Equities
This article was originally published on Valuewalk. “Life and investing are long ballgames.” — Julian RobertsonOn March 24th, …...
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 …...
ECIP March 2020
Read our quarterly letter from our investment team on the Emerging Corporates India Portfolio
MSSP March 2020
Read our quarterly letter from our investment team on the Moats & Special Situations Portfolio
Sensex Analysis March 2020
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 …...