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Month: September 2020

3 / 4

Auto Sales – Pent-up demand or a Sustainable uptick?

What do the latest Auto sales indicate us ? After 2 years of contraction in volumes, demand & margins being at historical low - we see some initial growth ...
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Putting Risk in Perspective | Overnight & Other

I've been reading this book Deep Survival: Who Lives, Who Dies, and Why by Laurence Gonzales, a book that delves into what goes on in the minds of people who ...
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Banks See Massive Drop in Commissions from Mutual Funds

The biggest loser in the new rules for mutual funds, where SEBI has cut upfront commissions, total expense ratios and others, have hit revenues for ...
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Invesco India Focused 20 Equity Fund: Should you invest?

Invesco has launched an NFO (New Fund Offering) for a Focused Multi-Cap Equity Mutual Fund. The NFO is open from 9th to 23rd September 2020. We took a look to ...
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Silver Lake’s Investment In Reliance Retail Ventures Reveals What No One Will Tell You

Reliance Industries Ltd. now starts raising funds in its retail unit. Silver Lake marks the start of fundraising in retail by committing to invest ₹ 7,500 ...
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Route Mobile IPO: Should you invest?

The Mumbai based messaging and voice application programming interface company Route Mobile Ltd. will be launching its initial public offering on 9th ...
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How to think about picking stocks in India

What are the chances of any stock in your portfolio being a failed investment? It depends on how you define "failed investment" 30%: If it means ...
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The Next Generation: Dixon comes of age

In the last five years (from FY17), nearly 98 companies have come out with IPOs in the main board, raising little more than ₹ 1.45 lakh crore. However, of ...
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The Changing Landscape of Export Incentives

On Sep 1st 2020, Government has capped the benefits under the Merchandise Export from India Scheme (MEIS) at Rs 2 crore per exporter on exports made between ...
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Premium: Culling the Multicap Portfolio Means a Few Exits

The Multicap portfolio has been on hold for a while, as we analyzed the look of future events. We will do a few things: Pare down the list to just 15 stocks We ...
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