Results for Jul-Sep 2021

  • Results for Jul-Sep 2021

    Results for Jul-Sep 2021

  • Some thing I learnt from the pandemic …

    Once every 4 to 5 years, I write down the details of my back accounts, insurance etc., and send it to the people who will be involved in managing our financial affairs in case something happens to me and my wife. I did this again recently, but this time, I got a phone call from …

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  • Narrow rally or a Broad crash…..

    2018 has been an interesting year for the equities market as: This year the P/E of NIFTY has been above 26 and has even been higher than 28. Historically the P/E of the market has never been above 26 for more than a couple of months. High P/E periods were usually followed by a large …

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  • Someone Knows…

      Over the last few weeks I got some interesting calls from a few people I know. All these people had only dabbled in the equity markets and did not make any serious investments before 2018. They all had a feeling of missing out on the action in the beginning of 2018, as 2017 was …

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  • The Curious Case of Indian Markets

    Have you noticed that markets have been behaving very differently from the usual recently? ·       There has never been a phase where the markets P/E have been above 26 for such extended time frames. ·       This is the first time the growth in corporate earnings has been low for such a long duration. In our …

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  • Returns from Infosys, TCS, and Sensex – an investor’s perspective

    This article has been written in response to a request from Nanayam Vikatan, as they wanted to publish an article about the two bell weather IT companies when TCS is at the cusp of being the first Indian IT company to have a $100 billion valuation. download TCS and Infosys have been among the pioneering …

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  • Jan-Mar 2018 Results

      Results for IndusWealth can be downloaded from the links below: Summary of the returns Portfolio performance summary Benchmark return calculations Dividend report Transactions in the model portfolio Stock wise returns for the model portfolio     CY 2017 results                                …

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  • Don’t have to love it or hate it, just ignore it

      Happy Investing….  IndusWealth: Making your money work for you

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  • Feelings vs Facts…. A fact check…

    Recently a lot of people have approached me to say they are unhappy with the decreasing interest rates and would like to invest in alternate options that give better returns. Most felt that they should consider stocks as they felt that that was a lot better option as the market was doing well. After witnessing …

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  • How many stocks do I have in my portfolio?

    This seems to a straight forward question, just count the number of stocks and one has the answer. Not so fast!!! Let’s start with an extreme example, a person has 2 stocks in the portfolio worth 100,000. If the value of stock A is 99,000 and stock B is 1,000.  10% drop in the value …

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  • CY 2017 Results

      Results for IndusWealth can be downloaded from the links below: Summary of the returns Portfolio performance summary Benchmark return calculations Transactions in the model portfolio Stock wise returns for the model portfolio   Jul-Sep 17 results                                      …

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  • When are equity returns better than “bank” returns?

    As investors we want to make money, but that in itself is not a well stated goal. Returns generated should be better than the opportunity cost faced by the investors. Also, the returns need to be compared with an appropriate index to see if one should be a passive investor or an active investor. This …

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