BUSINESS
Trump's tariff war: Learnings from Indian man-made reset
The key takeaway from India's experience with the demonetisation exercise is that the economy is not something that always needs to be treated with kid gloves, and also that such resets could yield trends that could be taken advantage of.
BUSINESS
Mindful asset allocation the key to investment success
Investment success is not just about past returns but about consistency and experience across market cycles.
BUSINESS
Of all-time highs, drawdowns and dos and don’ts for investors
The noise generated around an ATH tempts new investors to jump in for fear of losing out further or to stay out fearing a prolonged drawdown. What the data says
BUSINESS
Mind the gap between economic growth and index returns
Economic growth and even share price appreciation may not necessarily lead to commensurate gains in the index. Index divisors tell a story that investors should pay close attention
BUSINESS
Super-compounders: Extraordinary stocks that have outperformed
These are companies where profits have risen to match sales levels of just a few years ago. Four sectors are prominent in this category—IT, materials, pharmaceutical and capital goods
BUSINESS
How to make volatility your friend
Differences in the volatility cycles of earnings and that of market prices often give useful information to investors, if they are watching closely
BUSINESS
Does India’s bright GDP outlook guarantee runaway equity returns?
India’s bright GDP growth prospects are leading to conclusions of a “mother of all bull markets” ahead. Evidence from other countries does not support it
BUSINESS
Unlocking state economic activity – key to harness India’s growth potential
Over the last decade, as world slowed down post global financial crisis, Indian share has grown significantly, and in 2021, its share was 3.3%, becoming the 6th largest economy
BUSINESS
Valuation creep signals investors should prepare to hold for the really long term
Large re-rating lead gains are, in some sense, taken from the future. One must prepare for long investing horizons to enjoy the fruits of investing
BUSINESS
FII experience in India holds key lessons for retail investors
The single biggest lesson from two decades of FII investment data may not be a new one, but bolsters a key message retail investors keep hearing
BUSINESS
Shareholder Experience – Better or Bitter!
The vast majority of companies in India have given less than 10 percent compounded annual growth for shareholders
BUSINESS
Contextualising valuations in Indian markets – The big picture
A deep dive into what explains valuations in the Indian markets, taking a sectoral view of the earnings cycle and market capitalization
BUSINESS
Can goods producers continue to have their cake and eat it too?
High prices are already impacting consumption. If rich countries are seeing this impact, imagine the plight of poorer countries and the choices they have to make
