Reading Time: 2 minutes The Indian government announced during the budget that it is revoking anti-dumping duty on the import of Purified Terephthalic Acid (PTA), a key raw material required for the production of polyester staple fibre and filaments. This announcement is with the intent to promote the growth of the man-made fibre (MMF) textile companies in India. Hence, […]
Reading Time: 13 minutes Since I am personally fond of writing and penning my thoughts as an active blogger, I have never been a fan of producing anything verbatim. But Clay Christensen s article from Harvard Business Review, below, is a lethal combination of philosophy, Corporate Conduct, Prioritisation, life lessons and above all refreshingly different from the humdrum of […]
Reading Time: 6 minutes Aditya Birla Fashion and Retail Ltd. (ABFRL) is the largest listed apparel retailer in India and was formed on account of merger of 2 separate businesses – Madura Lifestyle and Pantaloons. The company sells its products across segments, right from value fashion all the way to premium formals. While Pantaloons has an exposure to all […]
Reading Time: 8 minutes If You are a promoter of a listed company and your basic idea is to loot the gullible public by privatising profits and socialising losses as recently done by Uber and tried hard by we-work this piece is a waste of time for you. If not read on….. Google.v top wealth destroyers in last 2 […]
Reading Time: 6 minutes Investment Strategies are for two types. Outlier Rare Jackpots General Common Strategies Outlier Is the guy who bought Infosys/Apple/Amazon during IPO or the First few investors in Bitcoin. These are guys who did the right thing and got lucky by holding onto them forever. You cannot mimic this repeatedly. So we will stop talking about […]
Reading Time: 19 minutes The old tax regime was introduced in the 1960s to incentivise savings and investment. As we progress as a matured economy and more people become aware of personal finance, it is natural and sensible to shift towards a flexible rate structure. It has to be simple and make the decisions related to tax incentives easier […]
Reading Time: 6 minutes In my introduction blog, I spoke about using Technical Analysis and High Probability Setups for entry in quality stocks with good fundamentals. Recently, I listened to Nooresh Merani’s talk in IIC (https://indianinvestingconclave.com/recordings_itc/71?event_id=18) about Double and Multiple Bottoms in Nifty and how rewarding those setups have been. Thought I will write about one of the high […]
Reading Time: 5 minutes A stock crash or a stock market crash is something no investor likes to experience. But if you are into equities long enough, you will experience that not once but many times.
Reading Time: 2 minutes While it’s important to be debt-free as early in the working life span as possible. It’s equally important to create an emergency fund prior to embarking on the journey to be debt-free.
Reading Time: 5 minutes Retiring early !!! Financial Freedom by 35. Sounds like a dream, isn’t it? Can this really be achieved? Can we start with Zero and still achieve it? If yes, how? Read on…
Reading Time: 4 minutes When it comes to investments, the word ‘Tips’ is an overused and over abused one. But in this post, I try to distill down some thoughts (or call them tips if you prefer) for the young investors of mutual funds.
Reading Time: 4 minutes In 2018, over 8 Lakh people died of cancer in India. Disturbing but not shocking. What’s shocking is that if you visit the Tata Memorial cancer hospital, you will find the longest queue in the lung cancer department.
Reading Time: 4 minutes Eminent value investor and author Mohnish Pabrai is the Founder and Managing Partner of the Pabrai Investment Funds and the Founder and CEO of Dhandho Funds.
Reading Time: 7 minutes There isn’t an investor I know who hasn’t got scathed in the Yes Bank carnage. From a high price of 400 in Aug 2018 it touched 28 in less than 12 months. For easy math – its was down 94% from its peak in a year and it will have to go up by 1300% […]
Reading Time: 3 minutes The share price of the Commercial Vehicle(CV) maker Ashok Leyland has fallen by more than 50% over the past year.
Reading Time: 4 minutes Who knew that the liquidity crunch which began in September 2018 would kick start one of the most sweeping clean-ups in Indian corporate history?
Reading Time: 2 minutes India is an emerging market, i.e. it is quickly expanding with most Indian companies retaining money to boost their development. And this, leaving low stock dividends.
Reading Time: 6 minutes “It is better to be approximately right than precisely wrong” ~Warren Buffet How much money should I save for my retirement to maintain my current lifestyle?
Reading Time: 4 minutes I wonder how many readers of this blog have ever used Indian Railways but when I first saw the water mug (used by Indians to clean their derrière) tied to chain using a miniature lock – the contraption far heavier than the mug itself, I wondered, A country where a petty mug needs protection – […]
Reading Time: 2 minutes Slow Compounding. WHY are we so GUNG HO about MWT. Mystic Wealth Tortoise. We at Mystic Wealth believe that Slow compounding done on Index itself is the ultimate and probably the ONLY viable strategy available to retail. Now of-course you might feel that we have a product to sell and therefore commitment bias ensures that […]
Reading Time: 3 minutes Last week I heard about a body called the Sustainability Accounting Standards Board (SASB). This was in the context of ESG investing. Katherine Collins, who heads sustainable investing at Putnam Investments, was speaking about their process in ESG investing. She talked about how they had used the SASB standards to identify factors that measure sustainability. […]
Reading Time: 7 minutes Manu Rishi Guptha: Why a NDA loss might actually be good for the Stock Markets, Investors and India skip to main | skip to sidebar Why a NDA loss might actually be good for the Stock Markets, Investors and India Markets seem to have a mind of their own and have historically demonstrated that they […]
Reading Time: 4 minutes Disclaimer : I only know of Vijay Mallaya thru information available in public domain. I feel sorry for the few of his employees (who had to take their lives in distress) and their families. I have come across more than a few people who used to tell me with an accent, pseudo enough, that they only […]
Reading Time: 5 minutes Obviously most of the fund managers (mutual funds, private wealth, PMS schemes) are finding corners to hide where they can find respite and concoct some solid theories and reasons for wealth destruction last seen only in 2008-2009 – after all these were the very same guys on CNBC, just very recently, who were chuffed at […]