You will often come across blog posts like “Best mutual funds for SIPs”, “Best funds for investment in 2017”, “Best 5 tax saving funds” or “Best Mutual Funds in India “etc. While these blogs can be interesting reads for investors, they should be...Read More

In our blog post, Importance of EPS in equity investing, we discussed how Earnings per Share (EPS) and share price of a company appreciation are related. Companies whose earnings grow faster also see higher appreciation in their...Read More

We have mentioned a number of times in our blog that, fundamental analysis is the best method to estimate the true or intrinsic value of a stock. Fundamental analysis can help investors determine whether a stock is over-valued, under-valued or...Read More

The textbook definition of Net Asset Value is, the market value of all the securities held in a mutual fund scheme’s portfolio less the liabilities divided by the total number of units outstanding. From my student days, I rarely found textbook...Read More

Margin of Safety is a very important concept in equity investing and is used by many fund managers who follow the value investment style. The term “Margin of Safety” was coined by Benjamin Graham in his famous 1934 book, Security...Read More

Indian equities have performed very strongly in the last one year with the frontline indices, Sensex and Nifty advancing by 18 – 19%. The performance of the broader market, represented by the BSE – 500 and Nifty – 500 indices was even better...Read More

British economist, John Maynard Keynes, is perhaps the most influential economist since the birth of economics as a separate social science discipline in the late 1700s. His definitive economic treatise, The General Theory of...Read More

J-Curve effect is an important phenomenon observed in various fields like economics, finance and statistics. The most common manifestation of J-Curve is seen in the impact of currency depreciation on the balance of trade. J-Curve...Read More

2016 was a bumper year for Initial Public Offerings (IPOs) in India. Indian companies raised Rs 26,500 Crores by listing themselves on stock exchanges in 2016, the highest since the heydays of 2007. Most of the 2016 IPOs made...Read More

Asset allocation is the most important characteristic of a balanced investment portfolio. A balanced portfolio has exposure to different asset classes like equity, fixed income, gold etc in the right proportions. Mutual funds can help investors...Read More