Review Nifty Total Return Index (Nifty including dividends) earned 8.5% Year to date 2019 and ~16% CAGR in last 3 years. FIIs under-own Emerging Market Equity due to poor performance of Emerging Markets in last 5-10...
Category - Analyst Corner
Team-MoneyWorks4meMarch 2019: MoneyWorks4me Outlook
Review Nifty Total Return Index (Nifty including dividends) earned 8% Year to date 2019 and ~17% CAGR in last 3 years. March saw very high FII buying due to increased fears of recession in US and developed world. FIIs...
Nifty@MRP Suggest Markets Are slightly overvalued, What Should Investors Do?
What is Nifty@MRP? As investors, we constantly track the Nifty movements. To make investing more profitable and not a game of mere chance, we need a solution, a solution which could help us identify whether the market...
February 2019: MoneyWorks4me Outlook
Review Nifty Total Return Index (Nifty including dividends) earned 0% Year to date 2019 and ~15% CAGR in last 3 years. Although Nifty value is at same level as 16 months ago, less than 15% stocks listed on NSE have made...
January 2019: MoneyWorks4me Outlook
Review Nifty Total Return Index (TRI) (including dividends) was flat for Jan’19. IT and energy performed well and Media and Auto went south in last month. Although Nifty TRI ended flat for the year, there were less than...
INTERIM BUDGET 2019
Since this was an interim Budget we must not assume all the announcements to materialize in exact form. This budget, also labelled as election campaign, was to woo vote bank and reduce stress in real estate and SMEs...
December 2018: MoneyWorks4me Outlook
Review Nifty Total Return Index (Nifty including dividends) earned 5.6% for 2018 and 12.3% CAGR in last 3 years. Although Nifty ended with gains, there were less than 15% stocks listed on NSE that made any positive...
Is there a right time to invest in equity?
Since childhood we are told, there is right time for everything in life. Right time to get education, right time to get married, right time to buy a house, but is there a right time to invest in equity? We have often...
Are you worried about elections (events) before you invest?
When Charlie Munger and I buy stocks – which we think of as small portions of businesses – our analysis is very similar to that which we use in buying entire businesses. – Warren Buffett When you buy stock...
SALE on Stocks is Coming Soon!
Markets have once again started correcting. This time it appears that correction is happening at much faster rate. This could be because there are real concerns on marco-economics side. Rising Crude Oil prices have...
HDFC AMC IPO
Issue Open:Jul 25, 2018 – Jul 27, 2018 Issue Type: Book Built Issue IPO Issue Size: 25,457,555 Equity Shares of Rs 5 aggregating up to Rs 2,800.33 Cr Face Value: Rs 5 Per Equity Share Issue Price: Rs 1095 –...
Ketan GujarathiNifty@MRP suggests that markets are slightly overvalued
What is Nifty@MRP? As investors, we constantly track the Nifty movements. To make investing more profitable and not a game of mere chance, we need a solution, a solution which could help us identify whether the market...