#equity investing


 

How is India placed among the emerging market economies?

As part of our research, we recently analyzed India’s positioning among emerging market economies, a topic that continues to gain significant attention. In this blog, I will share insights from our analysis, comparing India to other key players such as Taiwan, Indonesia, Philippines, Brazil, Korea, Mexico, China, South Africa, Thailand, and Malaysia.   We looked […]

Associate Director, Co-Head Product Strategy, White Oak Capital
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18 Jul 2024
 

Nestle India split its shares. Will MRF ever split?

Nestle India split its stock in a ratio of 1:10 on Jan 05. Each share of a whopping ₹27,000 converted into ten shares of ₹2,700 each. At ₹2,700, the shares became a lot more attractive to a larger set of investors, especially retail investors. The move will perhaps improve the stock’s liquidity. That begs a question – why can’t MRF consider a split?

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
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05 Jan 2024
 

How equity analysts rate a stock?

Millions of shares trigger the market moves over an undefined period, just based on the solid reasoning of an analyst put behind this word. This article explains the role of equity analysts and the process of initiating coverage reports for new stocks or sectors.

Equity Research Analyst at Nomura
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04 Jan 2024
 

Trading stocks with the new amount block framework

SEBI has introduced the amount block framework for investing in the secondary markets starting January 1, 2024. This system functions similarly to blocking funds for an IPO application, where your funds are deducted only if you are bound to receive the shares.

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03 Jan 2024
 

What is Hard and Soft Underwriting?

In the world of IPOs, underwriting plays a crucial role. It involves an agreement between the IPO issuer and merchant banks to ensure the IPO’s success. There are two forms of underwriting: soft and hard. In this post, we will understand what these mean.

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24 Nov 2023
 

Hope is not a strategy

A few years ago, I came across a microcap real estate stock. It got ownership of hundreds of acres of land parcels in multiple cities as part of a PSU restructuring. The plan was to develop residential and commercial buildings on these land parcels. Given the value of the land it owned, the stock looked […]

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
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11 Oct 2023
 

Stock market scams and how to avoid them – How the elderly are scammed?

Remember Yes Bank’s AT1 bonds that were written off when the RBI forced a reorganization of the bank in 2020? Many elderly people lost their retirement savings in AT1s. AT1 bonds are pseudo-equity bonds. They pay higher coupons than regular bonds or FDs. However, when a bank suffers losses, AT1 bonds are the first ones […]

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
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07 Oct 2023
 

Stock market scams and how to avoid them – Front Running / Insider Trading

Picture this. You work at a large listed public company. This company will announce its latest quarterly results tomorrow. You already know the results because of your role in this company. You know the results will be received positively by the market. So you buy some shares of your company today to sell it after […]

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
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06 Oct 2023
 

Stock market scams and how to avoid them – Phishing Trading Accounts

“Click here to win an iPhone for INR 1,000!?” “Your broking account funds are blocked. Click here to update KYC.” “Beware of frauds. Secure your credit card XXXX on this link.” Ever clicked on messages or emails like these? They will usually have a link that will take you to a homoglyph website. A homoglyph […]

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
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05 Oct 2023
 

Stock market scams and how to avoid them – Pump and Dump

Several stocks have given 1000% returns within a few months. Who could have predicted that kind of rally for any stock? Hardly anyone. Most rallies are a surprise. However, many people do predict massive gains for various stocks. Several channels and groups on YouTube, WhatsApp, and Instagram make tall predictions. This ₹20 stock will go […]

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
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04 Oct 2023
 

US Credit Downgrade: Implications for Indian Investors

The US always pays its debts – this popular belief has come to question lately. Fitch Ratings, one of the important credit rating agencies alongside Standard & Poor’s & Moody’s, downgraded the US’s credit rating to AA+ from AAA on August 1, 2023. Here we understand why the US was downgraded and what it means […]

Personal Finance, Varsity
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18 Sep 2023
 

The compounding effect is not linear!

The Nifty 50 Total Returns Index (TRI) delivered a 10.36% CAGR between Mar-08 and Mar-23. ₹1 lakh invested in Mar-08 would have become ₹4.4 lakh in the 15 years through Mar-23. Does that mean, at a 10.36% compounded rate, your investment in Nifty 50 would have grown steadily year after year? Meaning, would your INR […]

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
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18 Sep 2023