2017: The death of debt funds
Raghav Behani
December 30, 2017
Debt funds are seen as a safe avenue for investing. Marketing debt funds is a common way for advisors to boost up their AUM. Portfolio ...
30 December 2017
24 October 2017
Future returns of Nifty and Sensex
Raghav Behani
October 24, 2017
In this post, we will try to estimate the expected returns from the broad market indices (Sensex and Nifty) over the next decade (By th...
15 October 2017
Q2FY18: Portfolio Performance
Raghav Behani
October 15, 2017
In this post, we highlight the performance of the portfolio for the quarter ended 30th September, 2017. We document our portfolio perfo...
7 October 2017
GDP Growth vs Stock Market Returns
Raghav Behani
October 07, 2017
This post is to primarily study the relation between GDP growth and stock market returns. In the long run, does the stock market retur...
29 September 2017
Alembic - Trading at a 62% discount
Raghav Behani
September 29, 2017
In the beginning of 2017, Porinju Veliyath tweeted that the discount on holding companies will come down to 50% and many such holding c...
17 September 2017
Q1FY18 - Portfolio Companies Performance
Raghav Behani
September 17, 2017
Of 12 companies in our new client portfolios (2016 and later members), 10 companies have declared their results for Q1FY18. Two companie...
3 September 2017
Nifty 50 earnings analysis - Q1FY18
Raghav Behani
September 03, 2017
All Nifty50 companies have announced their results for Q1FY18. The Nifty50 companies have witnessed a topline growth of 9.59% (Q1FY18 v...
1 September 2017
Tyre Companies: Should you invest?
Raghav Behani
September 01, 2017
We receive a lot of queries from clients and other investors about the prospects of investing in tyre company stocks. The tyre company ...
28 August 2017
Markets at a crucial juncture
Raghav Behani
August 28, 2017
The Indian stock markets are at a crucial juncture. Why and what is the road ahead is the focus of this post. The markets have seen a b...
