Is it time to buy the Indian midcaps – Update November 6, 2020
5th note in the series. Has anything changed that warrants an increased risk allocation?
Markets
COVID2019 and stock investing – Part 4 – is it a blessing in disguise for the Indian economy !
At first read, the presented arguments may sound counter intuitive. However, think carefully and you might agree.
June qtr results of Banks, NBFCs – don’t try to read too much
I really don’t know what will one analyze !
inves4 evolves – starts covering specific Companies !
Analysis continues to be as simple and standardized as possible but not lose the core effectiveness…
Stock picking is not the key… Capital allocation/ management is !
After being in markets for almost 20 years, this is what I firmly believe now. Read on… maybe you will agree too…
COVID2019 and stock investing – Part 3 – Wonderful opportunity to gauge management quality
Revenues are impacted significantly, future remains uncertain, debts are piling up… time to separate wheat from the chaff !
Credit Risk Debt Mutual Funds: Basics an investor should keep in mind
Post Franklin saga, an effort to answer some underlying fundamental questions. Why it happens that happens… whether this is for me… if yes, which one?