Concerned about your portfolio? Here is what you should do

The Sensex and Nifty are at all-time highs. However, most investors’ portfolios are not at all-time highs. Rather, a lot of investors are still…

How to evaluate your direct equity & equity mutual funds portfolio

OmniView — A Value Investor’s perspective

In the past year, 3-year or 5-year period, your equity investments, whether a direct equity portfolio or equity mutual funds have probably delivered…

Charlie, Chess, Check and Choice in Value Investing

In Chess Tactics there is a play called “Discovered Attack” or “Discovered Check”. In this the chess pieces are in a position where moving a Blocking Piece out of the way reveals another Attacking Piece which is posing a threat to the…

Don’t panic when markets go down-Your portfolio might be fine

OmniView — A Value Investor’s perspective

On Feb 2 2018, the Sensex and Nifty started going down. Sensex went down 800 points and then continued going down on Feb 5th on Monday and continued…

2018-A New Beginning for the Indian Stock Markets

The New Year has again brought the question of what 2018 holds for the stock markets. Let us start by reminding ourselves, as hardcore Value Investors, that one cannot predict the stock markets. Let us not try to predict the unpredictable. That…

The speed of change and impact of Digital Transformation

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction.”

Budget Strategy for the Value Investor

OmniView — A Value Investor’s perspective

Budget Strategy for the Value Investor

It is that time of the year again. The countdown for the annual Federal budget has started. Most traders must have already taken…

Credit rating illusion and the myth of safety in debt investing

The popular perception is that investment instruments in the form of debt or fixed income, such as, fixed deposits, bonds, debentures (NCDs), debt mutual funds etc. are safe. Whatever instrument has some form a coupon…

A radical idea: Maybe the global economy & stock markets are fine?

The last week was a week of large stock market turmoil. The so-called risk-off trade was in favour for most of the week. Global investors were trying to exit the emerging markets. Further, there was an attempt to…