After protests, China’s government is ending the zero-COVID regime that lasted two years. That should strengthen its economy — but it’s causing an increase in COVID cases first. Mark Haefele of UBS tells investors how to approach Chinese assets as circumstances evolve. In 2022, experts said that the global economy would get a boost after … Read more
Valuations, growth rates, cash flows, business opportunity, management… nothing may really work, if we don’t know the character
A question that has always confused me… and I guess to you too !
Function of underlying sentiments. Analysts, investors, management… everyone plays to the tune and push stock prices into excessive territories
One of the greatest dilemmas in recent times.
Britannia has been an average performer over the last three years. As against a high of Rs 3,270 in August 2018, share is currently trading at Rs 3,686 i.e., a return of just 12.7% in more than 3 years. During the same period, FMCG index increased by 18% and nifty by 56%. Reason for Britannia’s … Read more
Shriram City Union Finance (SCUF) stock has been a significant under performer since the beginning of 2015. Stock is currently trading at about Rs 2,300 compared with Rs 2,042 in January 2015 and the all time high of Rs 2,396 in October 2016. This is an NBFC that is significantly exposed towards the auto sector … Read more
Godrej Industries (GI) is one of the holding Company of Godrej group. Besides, it’s also a leading manufacturer of oleochemicals on standalone basis. However, for all practical purposes, it should be mainly looked at as a holding Company – numbers of it’s standalone business are not much exciting. It also borrows to fund various group … Read more
VST has been one of the under performers in the current bull run. From the high of around Rs 4,500 in January 2020 stock is currently trading at Rs 3,500. I personally attribute the underperformance to Covid-19 and it’s related fear about Cigarette smoking. The same is also reflected in the reported financial performance by … Read more