Blog
Blog
Rama Steel Tubes – Stock Analysis
The steel sector as a whole is witnessing an unprecedented turmoil mainly on account of slowdown in China which remains the major producer and consumer of Steel. Of the ~ 1550 million tons of steel produced worldwide ~ 48% is both produced and consumed in...
Shipping Corporation of India Stock Analysis
Price: Rs. 83.50 Shipping Corporation of India (“Shipping Corporation” or the “Company”) is a Government of India undertaking and owns and operates around 38% of the Indian shipping Industry (- i.e. 38% of tonnage capacity in India), and has operating interests in all...
Top 5 Banking Stocks You Should Consider Buying
With banking stocks making a comeback, I got a lot of queries on potential investment opportunities in this space. Let me know in comments section below if you agree with me on this: For a well diversified equity portfolio, you should own financial services stocks...
Power Sector Stocks : Deep Value or Junk Buying?
There is a shortage of power in the country – there is excess power available with power producers – consumers have the capacity to pay – distribution companies (i.e. State Electricity Boards (SEBs)) can’t afford to buy power! THE PROBLEM Concession Agreements Over...
Should You Buy Tata Motors Stock At Current Price?
Over the past one year, Tata Motors has fallen over 42% (from Rs. 505.34 to Rs. 288.65), on the other hand its competitor, Ashok Leyland in the medium & heavy commercial vehicles (M&HCV) has surged 120.02 % (from Rs. 41.20 to Rs. 90.65) and Maruti Suzuki, its...
RBI’s Repo Rate Cut – How Does it Impact You?
Wait, does it really impact you? If you want to understand how RBI uses its Monetary Policy apparatus and how rate cuts really work, read this post here – Role of RBI in Indian Economy What happens when RBI cuts the Repo Rate? A repo rate cut allows commercial banks...
Net Neutrality vs. Free Internet Debate
Net neutrality is the principle that Internet service providers and governments should treat all data on the Internet the same, not discriminating or charging differentially by user, content, site, platform, application, type of attached equipment, or mode of...
Diversified Equity Portfolio Returns
I get a lot of questions about (i) how much should you diversify; (ii) the kind of returns which diversification can make for you and (iii) pure equity oriented mutual funds. In this post I will try to club these 3 points together. To explain things I will use a set...
Are Telecom Stocks Heading for a Crash?
Sometimes it is hard for people to agree when you make a crazy sounding prediction, no matter how strong the facts backing you. Telecom Stocks could correct by up to 80%. The nature of technology is such that a minor up-gradation can often make redundant even the most...
Limits on FII holding in Indian Stock Markets
What are Foreign Institutional Investors (FIIs)? FIIs are overseas entities registered in India and allowed to invest in the Indian stock markets. FII money forms a big part of the overall pie of investment in Indian stocks. FII money is often termed as ‘hot money’ as...
Rama Steel Tubes – Stock Analysis
The steel sector as a whole is witnessing an unprecedented turmoil mainly on account of slowdown in China which remains the major producer and consumer of Steel. Of the ~ 1550 million tons of steel produced worldwide ~ 48% is both produced and consumed in...
Shipping Corporation of India Stock Analysis
Price: Rs. 83.50 Shipping Corporation of India (“Shipping Corporation” or the “Company”) is a Government of India undertaking and owns and operates around 38% of the Indian shipping Industry (- i.e. 38% of tonnage capacity in India), and has operating interests in all...
Top 5 Banking Stocks You Should Consider Buying
With banking stocks making a comeback, I got a lot of queries on potential investment opportunities in this space. Let me know in comments section below if you agree with me on this: For a well diversified equity portfolio, you should own financial services stocks...
Power Sector Stocks : Deep Value or Junk Buying?
There is a shortage of power in the country – there is excess power available with power producers – consumers have the capacity to pay – distribution companies (i.e. State Electricity Boards (SEBs)) can’t afford to buy power! THE PROBLEM Concession Agreements Over...
Should You Buy Tata Motors Stock At Current Price?
Over the past one year, Tata Motors has fallen over 42% (from Rs. 505.34 to Rs. 288.65), on the other hand its competitor, Ashok Leyland in the medium & heavy commercial vehicles (M&HCV) has surged 120.02 % (from Rs. 41.20 to Rs. 90.65) and Maruti Suzuki, its...
RBI’s Repo Rate Cut – How Does it Impact You?
Wait, does it really impact you? If you want to understand how RBI uses its Monetary Policy apparatus and how rate cuts really work, read this post here – Role of RBI in Indian Economy What happens when RBI cuts the Repo Rate? A repo rate cut allows commercial banks...
Net Neutrality vs. Free Internet Debate
Net neutrality is the principle that Internet service providers and governments should treat all data on the Internet the same, not discriminating or charging differentially by user, content, site, platform, application, type of attached equipment, or mode of...
Diversified Equity Portfolio Returns
I get a lot of questions about (i) how much should you diversify; (ii) the kind of returns which diversification can make for you and (iii) pure equity oriented mutual funds. In this post I will try to club these 3 points together. To explain things I will use a set...
Are Telecom Stocks Heading for a Crash?
Sometimes it is hard for people to agree when you make a crazy sounding prediction, no matter how strong the facts backing you. Telecom Stocks could correct by up to 80%. The nature of technology is such that a minor up-gradation can often make redundant even the most...
Limits on FII holding in Indian Stock Markets
What are Foreign Institutional Investors (FIIs)? FIIs are overseas entities registered in India and allowed to invest in the Indian stock markets. FII money forms a big part of the overall pie of investment in Indian stocks. FII money is often termed as ‘hot money’ as...
Free Investment Newsletter
Join us and connect with over 65,000 subscribers who benefit from our insights on the latest
in the world of stocks and personal finance.
Free Investment Newsletter