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Premium

Macronomics: Crude May Be Negative But India’s Demand Just Fell Off a Cliff!

Oil is the one commodity which impacts every consumer across the world. But something astonishing happened with oil in last couple of weeks. Oil prices went ...
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Opinion

Lockdown Diary: Being Vocal to Go Local

A twitter thread that seems to have gotten some attention, so I’ll keep it on as a post. This is in light of the Narendra Modi speech where he suggests ...
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Charts & Analysis

Time the market. Sleep Better.

As of 9th May 2020: Gold (+48%) has outperformed Nifty (-19%) by 67%. In one year. You can not time the market. But wait… Imagine if you had known this ...
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Stocks

TTK Healthcare: Keeping Skore in the condoms segment

This is a guest post by Saket Mehrotra. CA, CS – Sensex Follower since ’09. Number cruncher by the day, avid reader and chef by the night – ...
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Premium

What Happens to Company Cash Flows During a Lockdown

Cash flows are the life line of every business. Efficient management of cash flows is instrumental in a business firing on all cylinders. On the other hand, ...
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General

Podcast #27: The run on debt mutual funds. Is your money safe?

  “The whole money supply in India is about 150 lakh crores. Half of that is in Fixed Deposits with banks. Around 30-40 lakh crores is sitting with ...
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Premium

Portfolio: Changes in Premium Momentum Portfolio – May 2020

April 2020 and YTD 2020 Performance Recap The indices rallied sharply from March and gained 13%. The Momentum portfolio had a more sedate month and ended only ...
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Premium

The Indian Paint Industry and why Asian Paints dominates

India is the world's third largest consumer of paints by volume. The industry has grown by 12-18% in the last 15 years, there exists a high correlation between ...
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Opinion

How Debt Funds Bluff Regulations and What SEBI Can Do To Fix It

We wrote about the Franklin saga in debt funds (Read post) where six of their funds have been shut down since. The problem was: There have been a lot of ...
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Premium

Premium: Fixed Income Portfolio Changes To More Safety

The Fixed Income Portfolio needs another small change. This is the second change this year, which is fairly unusual for a portfolio like this but such times ...
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