Tale of 2 Results

ICICI Bank disappoints; Hindustan Unilever flatters… The results season is not yet over and there are still some of the key banking results to be announced. But with the major companies already having announced their results, there are 2 things that stand out. Firstly, there is a sense of disappointment over the quarterly results of…

Tata Sons

The consolidation of power has just about begun… Back in 1992 when the original satraps like Rusi Mody, Darbari Seth and Nani Palkhivala posed the first major challenge to the Tatas, Ratan Tata learned an important lesson. It was necessary to consolidate his ownership over Tata Sons. What Ratan Tata must have learned from the…

October Policy

RBI is likely to maintain status quo on rates… With the month of September almost coming to a close, the question shifts to the stance of the RBI in the forthcoming credit policy in October. Remember, the RBI may have cut rates by nearly 200 bps since January 2015 but the CPI inflation during this…

What should be your Mutual Fund Investment Strategy?

With the Nifty close to its all-time peak of around 10,000, there is an element of uncertainty over the strategy to be adopted in the market. The heart says that the market still has legs to go up further since the economy is likely to continue to grow at 7.5%. The head, however, is a…

Why this is the right time to invest in equity markets

Is this the right time to invest in equities? Obviously, there are no simple answers to this question. If one goes by valuations, we are definitely above long term average valuations, although not exactly at peak valuations. For example, the average Nifty P/E ratio of 25.20, P/BV of 3.35 and the dividend yield at 0.94…