Financial & Mental Preparedness For What Lies Ahead
The global economy has locked down and experiencing unprecedented uncertainty & volatility. Accordingly, it is ideal for everyone to ensure we are mentally and financially prepared to…
Jatin Khemani
10 reasons why long-term investors shun real estate stocks, and why its time to do the opposite
Whether it is real estate as physical assets or as stocks, there has been a lull for many years now. Will the two always move…
Corporate Tax-Cut: Implications on Markets, Portfolio & Economy
(This is a slightly edited copy of Investor Memo shared with subscribers of Stalwart Advisors’ Model Portfolio) The corporate tax rate (including cess & surcharge) in India has…
How to Identify Fraudulent & Fragile Companies
Who knew that the liquidity crunch which began in September 2018 would kick start one of the most sweeping clean-ups in Indian corporate history? Slowly,…
Nifty at record high: Don’t get carried away; real opportunity lies in these stocks
My April’19 Article Written For Financial Express While Nifty is at a lifetime high, the average fall across 3,000 traded stocks is still 40-50% from their 2018…
Listed MNCs in India: a good catch, but an opportunity slowly fading
My March’19 Column Written For Moneycontrol A basic tenet of long-term investing is to look for high quality listed businesses. This essentially implies 1) they…
India’s Market Leaders: My 10 Key Observations
My March’19 column written for Safal Niveshak’s ‘Outside the box’ newsletter One common advice I find veteran investors passing on to next-generation investors is to look…
Here’s what a customer visit to a Tanishq outlet tells you — that its financial statements won’t
My February’19 Column Written For Moneycontrol The beauty about being in investing profession is that your mind is always curious and observing even when you…
What really goes behind Stock Research?
My post on ‘What Really Goes Behind Stock Research?’ where I talk about Initial Research Vs Maintenance Research & returns per unit of stress, dwelling…
Gillette’s Eroding Moat & Key Lessons
Back in 2013, I had written a post on Gillette discussing the likely challenges it is going to face in growing its business. A business…