Strong oil and weak rupee: Here is your portfolio strategy…

Over the last few months a very key set of macros are playing out in India. On the one hand, crude prices are going up sharply and in fact have gotten close to the $80/bbl mark. On the other hand, the...
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Does buying at low P/E ratios mean higher returns?

Why is it that FMCG stocks with relatively higher P/E ratios have outperformed in the last one year while PSU banks with an attractively low P/E have continued to disappoint investors? The rules of va...
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Why does buy and hold strategy work in case of Indian equities?

Did you know that if you have bought the Sensex in 1980 and held on to it, your wealth would have multiplied nearly 370 times? There are much better stock-specific cases. For example, an investment of...
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How the fuel price hike will impact your equity portfolio…

When the prices of petrol were cut by 1 paisa after 16 straight days of price hikes, there was a sense of dry irony in the entire situation. The price of 1 litre of petrol in Mumbai was already above ...
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What are the pros and cons of a PMS facility?

Imagine that you have a corpus of around Rs.2 crore either in your bank or in the form of shares. What exactly can you do with these funds? Firstly, you can select stocks and create a portfolio of equ...
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What are the signs that the stock could be a multi-bagger?

If you compare stocks today with the lows of mid-2013, you will be able to identify scores of mid-cap stocks that are up 40-50 times in the last five years. That is the stuff that multi baggers are ma...
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Key investment learnings from the life of Stephen Hawking…

When Stephen Hawking, the world renowned physicist, passed away on March 14th 2018, there was more a sense of awe and admiration rather than grief. Here was a man who had achieved so much despite the ...
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How does LTCG (long term capital gains) tax impact you?

One of the significant changes in the Union Budget 2018 was the introduction of tax on long term capital gains (LTCG) at the rate of 10% above the profit level of Rs.1 lakh per year. For example, if y...
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Check these facts out before investing in an IPO…

After a fairly long lull of over 5 years between 2010 and 2015, IPOs are back in the reckoning over the last couple of years. Apart from quality IPOs like Alkem, Dr. Lal Pathlabs, Interglobe Aviation,...
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Why have institutional investors fallen in love with Indian debt?

The big story in the last one year has been the aggressive flow of investments into Indian equities and debt. In fact, the sub-narrative is a lot more important. While equity has been more or less neu...
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