India’s recovery : Real or Illusion ?
Economists are skeptical amongst signs of recovery. GST collections are symbolic of economic activities within the economy. Since September’20 GST collections have been highest in last 7 months, and also…
SEBI bans AT1 Bonds for Retail Investors
The scars from Yes Bank AT1 Bonds write-off are still fresh in the minds of investors. AT1 Bonds are inherently risky (often riskier than Equities), yet they are sold like…
Expert Speak : 08/10/2020
1. Navneet Munot (CIO of SBI Mutial Fund): No matter what, India can’t make do with 5 per cent growth ‘as the new normal’ and must do everything to achieve…
PE/VC investments in pharma companies grow 3.5X in 2020, cross $1 bn mark
1. Private Equity (PE)/Venture Capital (VC) investments in pharmaceutical companies have grown by more than 3.5 times in 2020 and for the first time crossed $1 billion to touch $1.69…
COVID effect: SIP inflows are dented
Last 4 years have seen an unprecedented rise in SIP culture among investors. Tailwinds from Demonetization, “Mutual Funds Sahi Hai” campaign, and GST implementation worked wonders for the Mutual Fund…
Stock Market Overvalued or Not ? CAPE SHILLER Values
BSE SENSEX CAPE SHILLER VALUATION Professor Robert Shiller of Yale University developed the Shiller PE 10 to more accurately reflect long term trends and smooth volatile components of the standard…
What land shortage ?
The housing bubble of 2008 in US was fueled by a strong belief that Real Estate prices can only go up, all the time. Similarly, India had an housing crash…
Invest in Pharma Sector for next 5-6 years
Pharma sector is an OUTPERFORM call for next 5-6 years A health crises like COVID19 has brought the focus back on pharma & healthcare. The sector was recovering well during…
Macquarie maintains an “UNDERPERFORM” on YES BANK share & FPO
Foreign brokerage Macquarie maintained an ‘underperform’ rating to the Yes Bank stock. According to the brokerage house, YES BANK stock has a target price of Rs 8. This is 62%…
BofA on gold at USD 3000
Bank of America sees Gold at Rs 80,000 per 10 grams by December 2021 A couple of months ago, BofA made a forecast of USD 2000 per oz for gold…