Each market cycle is different, they say. But when you see IPOs getting bumper subscriptions, new investors rushing to buy stocks and stock prices rising without any rhyme or reason, you are bound to experience a Deja Vu. The title of the post is just that – a deja vu from 2007. Read on.
(Pro tip: If you want to WhatsApp any of the articles to your friends then just click ‘➕’ symbol next to the title)
Markets this week 🚦
Cement stocks had a great week followed by the Services and Textile sector while the automobile sector lags behind along with the Oil and Gas sector. The broad CNX 500 closed marginally lower with a -0.4% drawdown.
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Anti-marketing the momentum investing strategy 🎯
Momentum investing has become the rage these days. Not surprising given the purple patch momentum strategies have been going through over the last 18 months. And as more new investors pile onto the momentum bandwagon, we are increasingly seeing unrealistic expectations. So we decided to do some anti-marketing of momentum investing.
Read: Five perils of momentum investing you cannot ignore➕
Given the bull market, the third time can be a charm.. 🍀
It has been three years that a road and highway construction company has been listed on the markets. This is the third attempt of the company to get listed on the exchanges. The first attempt was made in September 2016 and the second in April 2018.
[Premium Read]: GR Infraprojects: Should You Invest?➕
The fixed income space gets a little more exciting!😎
India saw its first REIT (Real Estate Investment Trust) in 2019. Two years later there are now three (Mindspace REIT, Brookfield REIT, and Embassy REIT). REITs as an investment option have gained significant popularity among institutions & retail investors. We answer the questions:
- Why are REITs such a big success?
- Which is the best listed REIT in India?
Read: Which is the best REIT in India?➕
Diving deep into the earnings report 📝
Bharti Airtel Ltd. – India’s second-largest mobile operator has significantly consolidated its position in the financial year 2021. The Sunil Bharti Mittal and SingTel controlled company has not only been able to grow its subscriber base but has also been able to outperform its peers in most of the parameters.
Here’s a look at how the Q4FY21 and the entire financial year panned out for the telecom operators.
Read: Indian Telecom Sector: Duopoly Or Hefty Tariff Hikes?➕
[Premium] The School of Slack 😎
We bring you the most insightful discussions from our slack community
- The Steel and Gas markets are seeing drama in their own peculiar way. [link] [link]
- One of our friends from the slack community has developed a solution to “work from anywhere” using solar panels. Peak #Geek. [link]
- Can we take a cue from the Nifty Low Vol fund and create a model portfolio with added benefits? [link]
- Make the best of the bull market and clear out the non performing investments. [link]
- How to handle the situation where your friend would not return back the money you lent? [link]
Links we Like✨
In this section, we bring you interesting links from across the internet
- Mortgages are sexy in America. And they are important enough to be regarded as the bedrock to the American financial ecosystem. Let’s understand more and see what goes into Financing the American Home
- Bertrand Russell said “The whole problem with the world is that fools and fanatics are always so certain of themselves and wise people so full of doubts”. If this resonates with you, you’ll enjoy going up and down The Thinking Ladder
- From the archives: “Right now, I’m just riding with the trend. Phir karenge hisaab, ae saaqii..” says Deepak Shenoy while making most of the bull run of 2007. Read and re-live a day of his investing journey. Read: So it’s now 20,000, is it a big deal?
Join, probably, the best investment community in India.
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