Is it possible to earn consistently higher returns in stock trading? While trading is by default a risky game, there are ways to enhance your returns on share trading. It calls for a more systematic and disciplined approach. Success in trading is all about discipline rather than about getting your calls right. Most investors lose…
The RBI may not really have much of an option now… India has had a history of falling back upon its NRIs to bail them out in the event of a likely currency crisis. The first time India actually did that was in the aftermath of the Pokhran sanctions in 1998 when it raised $5…
What explains this huge traction in SIPs? Source: AMFI India The latest data put out by the Association of Mutual Funds of India (AMFI) on mutual fund SIPs is quite encouraging. There has been a sharp 53% growth in total SIPs in fiscal 2018 compared to fiscal 2017. What explains this huge traction on SIPs…
Damodaran is right on calls for greater governance… The former SEBI chairman has some serious reservations about the way boards function in India. In the aftermath of the ICICI conflict of interest case, Damodaran has been quite vocal about the role that directors of the board play in such exceptional events. According to Damodaran, in…
It is a normal forecast but the room for error is quit low… The preliminary monsoon forecast for the year 2018 was put out by the Indian Meteorological Department (IMD) during the week at 97% of the long term average (LTA). By definition this is classified as a normal year. The IMD defines normal monsoons…
We may have seen the beginning of a major market re-rating… The day after the bank recapitalization package was announced, there was a frenetic rally in PSU banking stocks. This rally not only took the Bank Nifty to a new high but even propelled the Nifty index to an all-time high beyond the 10,300 levels.…
Finally, there seems to be the much needed credit boost… When the government announced the unprecedented Rs.2.11 trillion bank rescue package this week, it did stir a sense of euphoria. A day after the announcement the PSU banks were up anywhere between 20% and 45%. The question is whether this package is actually a boost…
How SEBI proposes to reform the commodities markets… Ever since the commodity market regulation came under SEBI, there have been expectations of large scale reforms. Over the last few years, the commodity market has been subject to a lot of restraints like government controls, imposition of CTT, dwindling volumes etc. The NSEL default had only…
One of the key data set for identifying hidden trends in the stock markets is to look at futures & options data. It may sound to be a little esoteric but if you try to understand the basic rules of identifying trends through futures and options, you can have your own small success in trading…
The story of PSU banks can be best encapsulated with a comparison of market capitalizations. At current market prices, the market capitalization of all the PSU banks put together is less than the market cap of HDFC Bank. This, despite the fact that HDFC Bank has been in existence for just 22 years while most…
