Value no more, BAAP investors are now hunting for quality picks to add to their portfolios
This post first appeared here in Economic Times on 22nd September 2021. Classic value investing has got a drubbing in the post-2008 world. This year, it has made a comeback. However, not many believe that it will live up to its past... Read More →
ITC has underperformed despite positive sentiment. Is the market right in punishing the stock?
This article first appeared on ET Prime here Since 2014, the ITC stock has been a laggard and its RoE is falling. But things are changing post the company’s huge investment in non-tobacco category. There is a renewed investor interest... Read More →
Block by block: How asset allocation can help manoeuvre market volatility and save the heartburn
This post first appeared here in Economic Times on 31st March 2021. Financial advisors can now use new-age investment avenues, just like LEGO blocks, to create solutions to match goalposts through asset allocation. They can finally move beyond equities and... Read More →
Vaccine and the wisdom of crowds : How stock markets picked the pharma winners from vaccine contenders
This article first appeared in the Economic Times on 14th Dec 2020. WebLink PdfLink The markets can price stocks much before the official information, based on the wisdom of crowds. The markets seem to be able to price stocks much... Read More →
