In our special research report Explosive returns Portfolio 2.0 – Stocks to own under Modi 2.0 we had written that many analysts who are speculating big bang reforms are up for disappointment. The government has...
Category - Economic Outlook
Ketan GujarathiINTERIM 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...
Team-MoneyWorks4meAre 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...
Take-away from Warren_Buffett’s Letter to Shareholders 2017
In our search for new stand-alone businesses, the key qualities we seek are durable competitive strengths; able and high-grade management; good returns on the net tangible assets required to operate the business;...
About Bitcoin, Small caps and Growth investing!
Nowadays, when you open a newspaper or switch-on a news channel, you hear three themes quite often & loud—Bitcoin, Small-cap and Growth-stocks. All of them are making headlines because of their steep moves. We hear...
Moody’s Rating upgrade: Positive for Long term
Moody’s upgraded India’s sovereign rating to Baa2 from Baa3 with Stable Outlook. What do ratings mean? Credit Rating reflects financial strength of a country when it raises money from the debt markets. Ratings vary from...
Have you increased your equity investments recently?
Across years, we have observed that investor’s behaviour changes as per the market sentiment. They turn risk averse when markets are going through a rough patch. On the contrary, they take more risk during the...
Modi Policy: What has changed; what has remained the same
Indian Prime Minister, Narendra Modi, announced on 8th November 2016 that legal tender character of the notes in denominations of ₹ 500 and ₹ 1000 stands withdrawn. This was one bold step to scrap the parallel economy...
Caution is the word for the year 2016
We have seen high volatility in equity markets in first four months of CY2016. Chinese macro-economic data, US/EU/JPY monetary policies are in focus by money managers to make tactical changes in asset allocation. Since...
Casinos are better than today’s Stock Market!!
Corporate India has had one of the terrible quarters in terms of growth. Rather, last few quarters have consistently came in below expectations. Investors have been waiting for some meat but alas they have got a raw...
Nifty Technical Outlook Post Budget
Nifty is trading in the broader range of 8500-9000 since last 6 months and a lot of Investors are wondering whether it has the strength to further move-up or has it already made a top. So, here’s a technical...
Ankit Tikmany - Team MoneyWorks4me