BUSINESS
For wise investing, build on Warren Buffett guru Graham's bond playbook
Investing in bonds and stocks can be guided by similar principles—focusing on a company's financial strength, debt coverage and valuation to minimise risk and to generate alpha.
BUSINESS
Neither bull nor bear: The real question is can you create an undervalued portfolio?
A diversified portfolio of undervalued stocks can be created, offering higher returns and growth potential than the Nifty
BUSINESS
Nvidia's stock surge: A potential boon for Indian IT services providers
The US equity markets are projecting strong fundamentals in Nvdia’s future. The question is how sustainable are these increased revenues. To get a clearer picture, investors need to go downstream to see how some of its customers are doing.
BUSINESS
You don’t need to see the future to invest successfully in the markets
Instead, understanding the fundamental evolution of a company can help you zero in on companies that could be better investments than the index itself.
BUSINESS
How to evaluate LIC IPO and other insurance companies?
An aggressive growth focus like private insurers could also increase value of LIC's future business
BUSINESS
Investing in global markets in the backdrop of the Russia-Ukraine war
The US provides exposure to an interesting matrix of growth vectors ranging from artificial intelligence, consumer technology, Internet of Things, 5G, Metaverse and Cloud, to healthcare, athleisure, fitness and wellness, electric vehicles and digital transformation.
BUSINESS
The direct way to invest in global stocks
The limits for mutual funds to invest abroad may have been exhausted and new limits will come, eventually. In the meantime, Indian investors can buy shares of foreign-listed companies directly.
BUSINESS
US markets: Investing even in the second-best stock within a theme can be rewarding
Instead of buying the expensive top names, a conservatively valued portfolio is not just safer, but is also likely to deliver extraordinary returns
BUSINESS
The GameStop saga: How an Ugly Duckling turned into a Golden Swan
Allocating a portion of your portfolio in stocks that come with large discount-to-intrinsic value can benefit your overall portfolio if one or few of them burst out and see higher than normal market gains
BUSINESS
US market valuations not expensive, opportunities in niche segments still attractive
Concentrate on segments such as information technology, consumer discretionary, consumer staples, communications and industrials
BUSINESS
Some global companies can be less risky than domestic peers
We cannot jump to the typical conclusion that the Indian company is relatively safer and that a global one is more risky
BUSINESS
Compare global companies with local firms to take a relative value call
You may want to explore possible substitutes in the same space in the developed markets.
BUSINESS
Be a consumer in global products or an investor in international stocks?
Fast growing sectors, such as biotech, alternative energy, internet media, internet retailers, artificial intelligence, robotics and cybersecurity are missing from the typical Indian investor’s basket
