Note - I have updated this analysis in 2017 here. I had been working to make this analysis more useful. Like all previous updates, this one too has index (Nifty 50) analysis of 3, 5, and 7 years. But this…
Read More P/E Ratio Analysis of Nifty – February 2016 Update
Everybody loves a bull market. Stocks are rising and so are people’s portfolios. So why is it that I pray for a bear market? Now I am about 30. Not very old though. But ofcourse wiser than what I was…
I would love to say that all is well and you should not worry. But that is easier said than done. When portfolios are down 15%-20% and banking stocks are down upto 50% in a matter of just few months,…
I was working on a more comprehensive P/E Ratio analysis of Nifty and Sensex when I thought about bringing this important point to everyone’s notice. In December 2015, Sensex underwent few small changes. Two companies in the 30-share index were…
Read More How changes in Index Constituents impact Index PE Ratios and PE Based Investing?
In the epic Hollywood flick The Wolf of Wall Street, Jordan Belfort says, I’m a student of history, and I’m a firm believer that he who doesn’t study the mistakes of the past is doomed to repeat them. I have…
Read More Investing Lessons I have learnt from The Mahabharata
Few days back, I was analyzing my portfolio’s performance in 2015. Though I haven’t fixed an exact date for this annual exercise, I generally do it either in last week of December or first week of January.So once I was…
The idea of making money overnight is what brings most people to stock markets. However, its easier said than done. Making money in markets is not easy. No matter what anybody (me included) tells you, it is not easy. But…
For a moment, let's keep aside the discussion of investing in large-cap stocks and dedicate next few sentences to the over-glamorized concept of ‘Thinking outside the box’. As per generally agreed definition, thinking outside the box is a metaphor that…
A lot of noise is being generated these days about the much-awaited US Federal Reserve’s Rate Hike. In fact, I had been adding to that noise indirectly as I was working on a client’s research project, where I had to…
Read More Fed Rate Hike and what Indian Investors can do about it
If you think you are a long-term investor, then here is the truth – Its not easy.Just calling yourself a long-term investor is easy. But being one, year after year, for a decade or two, is not easy. Period.The problem…
Before I write anything about this guide, let me briefly define my approach towards money (and life in general). I love investing in stocks. But its more because I like the process of investing, than for my desire to be…
Read More A Small Guide I refer to when Investing in Stock Markets
With arrival of October, there were bound to be some noise among investors and traders about the October Effect on stock markets. I am adding to the noise, with this data-driven post. 🙂 If you haven’t heard about this effect…
Read More “October Effect on Stock Markets” and Other Financial Nonsense
Dear Readers, I am playing God in this post. :-)Everyone keeps talking about the severity of Indian bull market of 2003-2007 and the bear market of 2008-2009.Now almost nobody actually expects Indian markets to rise like it did between 2003…
Read More Had the 2003-2007 Bull Market & 2008-2009 Bear Market not been so Severe?
Many investors are feeling restless these days. They are trying to find answer to just one question. Will the markets bounce back from the recent crash? Or will they go down further? Now ‘Crash’ is a strong word…
Read More Should You Buy Stocks after the recent 10% Crash or Wait More?
No. I am not asking you to invest in companies that sell Roti (Food), Kapda (Clothes) and Makaan (Housing). Though it would be very interesting to look at businesses and stocks of such companies. By the way, if you are not…
