Today, I have a chart for you that describes the impact of a weakening Indian rupee on foreign institutional investors (FIIs). How does the falling rupee hurt FIIs? Suppose you are an FII. You have raised money in US Dollars. Suppose you brought USD 10 into India for investing it in the stock market at […]
Value investing in India – Rahul Saraogi of Atyant Capital
I will share an interview with Rahul Saraogi of Atyant Capital in this article. I found it to be a good view. There are clearly some good snippets that you will find useful. Value Investing in India – Rahul Saraogi of Atyant Capital There are some interesting points about companies which allocate capital well […]
Active Value Investing in Sideways Markets – Vitaliy Katsenelson
Vitaliy Katsenelson is the author of Active Value Investing: Making Money in Range-bound Markets. In this article I have shared a presentation that he made at a conference recently. What is Vitaliy Katsenelson discussing? We are used to talking of bull and bear markets respectively. He broadly focuses on sideways markets. For example what we […]
Large cap, mid cap, small cap valuations – how are they placed?
In today’s article I have created a chart that contains the price to earnings (P/E) ratios for large cap, mid cap, small cap valuations. I have used the BSE 30 Sensex, BSE Midcap and BSE Smallcap indices respectively. In a past article on mid cap and small cap valuations, one could see that mid and […]
Mid cap and small cap index valuations – too high?
The BSE Midcap and BSE Smallcap index seem to be on fire. Strangely, in a scenario where there seems to be a growth slowdown. I have created a chart for you in this article which shows the price to earning ratios of these two indices with respect to that of the BSE 30 Sensex. Update: […]