Benefit from China’s Economic Re-Opening and Rebound Bull market is always there somewhere in the world! Chinese equity market have delivered double digit return in recent 3 months period. And this above average returns are possible going forward too. There are Mutual Funds in India focused on investing in Chinese stock market. As on 31…
Author: Sarajit Datta
Value Vs Growth – Tactical Investment
Value Investing is Working and Value Investing will Continue to Work In general investment portfolio is designed for long haul. At times, a portion, 10 to 20%, of the portfolio can be tactically invested as and when opportunities come along. Value investing have been outperforming Growth Investing since Covid, 2020, as highlighted by the chart…
Out-Performance & Over-Valuation to Continue
Indian Equity Market – Structural Change to Support and Growth Emergence of Giant Funds and AUM ( size ) growth on Auto-Pilot is one of SIGNIFICANT STRUCTURAL CHANGE, which will continue to support the Out-Performance and the Over-Valuation of Indian Equity Market. Now it’s a call you need to make whether OR not you want…
20% Vs 4.5% Return From Index in 2022
Actively Managed Mutual Funds – To Beat Equity Index Return Indian Equity Market benchmark “Nifty 50 Index” generated 4.5% in calender year 2022, Jan-22 to Dec-22. Some diversified mutual funds have generated 20% return in the same period. Surprising, isn’t! For this one needs to understand and accept the fact that “More than the sectors,…
Automobile, Transportation & Logistics
Infrastructure and Consumption Growth Positive Factors for Growth Investment – Fortunately, multiple Mutual Fund schemes are available for “Automobiles and Transportation” sector to choose from as listed below – CONTACT FOR INVESTING IN TRANSPORTATION AND LOGISTICS FUNDS Automobile Segments View DISCLAIMER – Equity/Stock/Share investment are subject to market risks. The article/post is NOT an investment…
Adani Stocks, Life Time Opportunity
Investment in Infrastructure, Growth, Momentum, FOMO and Greed New Businesses of Adani General Rationale for investing into Adani Stocks Macro level rationale for investing into Adani stocks Investment and Exit – DISCLAIMER – Equity/Stock/Share/Mutual Fund investment are subject to market risks. The article/post is NOT an investment advice. The article/post is an opinion. Please do…
Gold & Silver Price Trends – Easy to Predict
Correlation Between “Dollar Index” and Gold/Silver Prices Must be wondering why price of Gold and Silver have gone crazy in recent months. Price charts of Dollar Index, Gold and Silver gives the obvious secret. One important terminology or concept, before moving further – “Dollar Index”, symbol DXY. Dollar Index is NOT price of US Dollar…
Defense Sector Stock Idea – HAL
HAL – Sentimental, Momentum & Fundamental Long-Term Investment Hindustan Aeronautics Ltd – Better be late than Never. Expect reasonable double digit return. To take advantage of market volatility and to average out investment price use “Daily SEP (Systematic Equity Plan)” investment approach, buy 1 share per day for next 20 or more days, depending on…
NPS – Simple Reason to Invest
Saves Taxes – 30% Return in 30% Income Tax Bracket The amount invested in NPS ( National Pension Plan ), upto a limit of Rs 50,000, saves taxes under section 80CCD. The taxes saved will depend on tax bracket of the individual. Under OLD Tax Regime tax saved is 5% of 50,000 = Rs 2,500…