Five charts that should worry Indian equity investors in 2018
1. India among three most expensive markets in the world Souce: starcapital.de “Between 1979 and 2015 we observed an average Shiller-CAPE of 18.3 and an average price-to-book (PB) of 1.8 in 17 MSCI...
View ArticleThe complete list of 2018 stock recommendations
When I started investing in equities, I used to be in awe of equity research reports. Immaculately formatted 5-page documents with their glossy charts and tables of financial projections followed by a...
View ArticleThe difference between Financial Planning, Asset Allocation and Security...
I get a few emails every week asking for stock recommendations. So I ask a few questions to form the context of the person’s experience with various investment vehicles, track record, their ability and...
View ArticleWhy I’m not selling everything…yet
“So are you selling everything?” was a question I got recently. A fair question since this person had just finished scrolling through two of my recent posts, five charts that should worry equity...
View ArticleLearning from the latest market decline
Long periods of boredom punctuated by moments of terror This phrase is attributed to many different people said to be describing many different professions. From driving big-rig trucks, flying aircraft...
View ArticleHow SimpleMoney can help track your portfolio
This is a sponsored guest post by Pranshu Maheshwari, founder and CEO of SimpleMoney Taking stock of our personal finances by building a Personal Financial Balance Sheet is a very important step in...
View ArticleLearning to invest vs Investing to learn
Learning to Drive You’re on a fairly empty side-street, your cousin, an experienced driver next to you, in the passenger seat. It is her 8-year-old Fiat Punto, but the make or model doesn’t matter to...
View ArticleDo markets really move together?
Excerpt from my guest post on capitalmind.in exploring whether global markets really move together… It was going so well. Carrying on from a blockbuster 2017, the NIFTY had risen almost 6% in 2018 by...
View ArticleShould you buy stocks newly added to the NIFTY
From April 2nd, 2018, the NIFTY will look different. Bajaj Finserv, Grasim Industries, and Titan Company will be included and Ambuja Cements, Aurobindo Pharma, and Bosch will be excluded. [link] This...
View ArticleWhat is Money?
One of the challenges of trying to read wide and deep I’ve found is ensuring active engagement with the content. Without that, it’s difficult to take away the author’s key message and to assimilate...
View ArticleFixating on Buffett is hurting your returns
It’s that time of the year when the world’s most awaited corporate communication comes out. My guess is if we take all publicly listed companies around the world (except one), and add up the number of...
View Article18 Cognitive Biases that cause Investing Mistakes
Courtesy of: Visual Capitalist The post 18 Cognitive Biases that cause Investing Mistakes appeared first on The Calm Investor.
View ArticleDifference between ordinary equity and DVR shares
Ever wondered why there are two tickers (stock codes) for Tata Motors on the major Indian stock exchanges? Both trade at different stock prices. But what are DVR Shares? If you had to guess, you might...
View ArticleMarkets after FY2018: Bull or Bear
FY2018 was a good year for Indian markets. The statement seems strange given what has been happening since late January. In spite of the correction over the last two months, we still ended the year up...
View ArticleIndia Markets in Numbers – Top sectors by Market Capitalisation
This is the first in a series of short data-centric posts on the universe of publicly listed companies in India. The data spans 10 years of financial performance of over 1,700 companies listed on the...
View ArticleHow to Get Lucky
It isn’t enough just to be good. You’ve got to be lucky, too. This is the central premise of Max Gunther’s book “How to get lucky”. I first came across this author when reading “The Zurich Axioms“, a...
View ArticleIndia Market Cap Growth: 2008 to 2018
Continuing the #indiamarketnumbers series on data-centric posts on the India Market. India Market Cap Growth: 2008 to 2018 Chart shows total India Market Cap from 2008 to 2018 with the year-on-year %...
View ArticleIndia’s top sectors over the years
India Sector Market Cap Rankings Graphic shows sectors that have been in the top 10 sectors by aggregate market capitalisation in India over the last ten years. Top 10 rows in the table correspond to...
View ArticleFixating on Buffett is hurting your returns
It’s that time of the year when the world’s most awaited corporate communication comes out. My guess is if we take all publicly listed companies around the world (except one), and add up the number of...
View Article18 Cognitive Biases that cause Investing Mistakes
Courtesy of: Visual Capitalist The post 18 Cognitive Biases that cause Investing Mistakes appeared first on The Calm Investor.
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