Category: Investing Strategy
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Wealth Building and Retirement – the Four Bucket Approach
Summary: The transition from your Working Life and Career to Retirement can be quite demanding. The challenges in this phase extend from psychological to financial and social. In this note, we focus on the financial challenges. The Equity Investor can use the Four Bucket Approach detailed here to think though the changes and plan for…
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IPOs of Subsidiaries of Listed firms – are Safer and Create Value
20th July 2025 Summary This article investigates a trend in Indian markets — listing of subsidiaries by Corporates that are large conglomerates and sector leaders. Who really benefits from these listings? Are they a source of genuine value creation? To understand this, we map the data on subsidiary IPOs by reputed Indian Corporates between Jul’23…
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Thinking of selling your stocks? Read this first
Feb 2025 Summary Here are 8 reasons or situations when you should sell your equity shares. And a few reasons to hold on too. With the Indian markets in a correction over the last 5-6 months, its time to ask a loaded, important, yet difficult question. When should you SELL your stock? I assume here…
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Indian Automobile Sector – A Solid Portfolio
Here is an Industry report on the Indian Automobile sector. It’s a sector that suffered weak sales post covid, but has recovered quite sharply in the last few months. The growing confidence and global growth plans of Indian auto firms can see the rise of many Indian auto MNCs in the next few decades. We…
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Equity Outlook, Nov’20: Rising like a Phoenix from the Ashes
Introduction In this note, we map the investment outlook, the impact of the Covid infection, some of the dramatic macro changes in India and other key factors. Many changes have aligned to make the India equity investment story compelling. India Economy Updates – GDP, Stimulus and Unlock The RBI’s nowcasting model suggests that India’s GDP…
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The War on COVID-19 – An Indian Investor Perspective
A premium report, shared with premium subscribers only.
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Hyper-Competition and its Effects
Several sectors in India are in a hyper-competition phase. Some examples are Telecom Operators, Passenger Airlines and Mobile Phone Hardware sectors. Investors need to stay away from firms in this phase. What is Hyper-competition? Let’s see some examples. Telecom: In Feb 2013, the Supreme Court cancelled 122 telecom licenses in India. By Sept 2018, 5.5…
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