Category: Indian Markets

[Investor Memo] Wise to Optimise Expectations & Review Asset Allocation

Indian Markets, Investing Framework

May 4, 2022
Tenets of Commodity Investing – Framework, Experience & Learnings

Indian Markets, Industries, Investing Framework, Stocks

January 19, 2022
Is Real Estate the next Pharma?

Business Models, Indian Markets, Industries, Scuttlebutt

September 1, 2020
Memo: Let’s Brace for P&L Accidents But Not Overestimate Impact on Intrinsic Values

Indian Markets, Investing wisdom, Stocks

May 29, 2020
Financial & Mental Preparedness For What Lies Ahead

Food for thought, Indian Markets, Memo

March 26, 2020
10 reasons why long-term investors shun real estate stocks, and why its time to do the opposite

Business Models, Indian Markets, Industries, Investing Framework, MoneyControl Column

November 20, 2019
Only 2.5% of 8,000 Listed Indian Stocks Are Investable; Here’s The List

Indian Markets, Investing Framework

October 23, 2019
Corporate Tax-Cut: Implications on Markets, Portfolio & Economy

Indian Markets, Issues in India

September 24, 2019
Nifty at record high: Don’t get carried away; real opportunity lies in these stocks

Indian Markets, Investing Framework, Investing wisdom

April 8, 2019
Listed MNCs in India: a good catch, but an opportunity slowly fading

Indian Markets, Investing Framework, MoneyControl Column, Stocks

March 25, 2019