CLASSIC COMPOUNDERS
How FM Sitharaman can draw the roadmap for India's manufacturing growth in sunrise sectors in Budget
India's manufacturing sector is poised for robust growth, targeting a 9.1% CAGR over five years to elevate its GDP share to 20%. Key drivers include strategic reforms, Production-Linked Incentives (PLI), and improved logistics efficiency. The focus on sunrise sectors like solar PV and semiconductors, backed by substantial private sector investments, aims to enhance competitiveness and reduce import reliance amidst global supply chain shifts.
Be selective to beat this & other phases of unexpected volatility: 5 largecap stocks from different sectors with upside potential of up to 26%
One NSE circular and there is volatility across the market, before reacting to volatile moves, it is better to understand that when it comes to volatility, there are three things which one needs to take into consideration. First the magnitude of volatility. Second, the frequency of volatile movement and third which are the sectors leading it and overall market breadth during a volatile phase. There is a high probability that we might see more of it in the coming weeks. So, it would be better to stay prepared for volatility. One of the ways for that would be to stay with large caps and that too where there is strong reason. For example, a tyre manufacture, which ventured into global markets, its margins took a hit due to capex and now its expansion is paying off, or a tech major which accepted that it had faulted and now is on path of course correction.
12 Best Books for Stock Market: Gain Valuable Insights for Financial Success (2024)
Dive into the world of stocks with this curated selection of the best books for stock market investors, offering a comprehensive range of insights and strategies. From foundational texts on investing principles to advanced techniques in technical analysis and trading psychology, these books cater to beginners and seasoned investors alike. Learn how to identify profitable opportunities, manage risk effectively, and build a successful portfolio from authors who have mastered the art of stock market success.
Post-Covid, 6,000 challengers have emerged that will take on market leaders in next 5 years: Saurabh Mukherjea
Saurabh Mukherjea says the last four years, the post-COVID era, has been about democratisation of profit pools. But it is not democratisation for everybody. It is democratisation for roughly 6,000 companies that are below the top layer, the second decile. In the next five-six years, the challengers will come after the ruling dominant franchises in the country with disruptive, lean, efficient models.
Hyundai IPO will be a great investment vehicle for long-term investors: Sachin Shah
But the real big story today in India, not only for two-wheelers but for across products and categories is the game of premiumisation. The young aspirational India is very much looking to upgrade themselves to premium products.
AI is cracking a hard problem - giving computers a sense of smell
Alexander Graham Bell urged National Geographic readers over 100 years ago to pioneer a new science of odour. Today, advancements in machine olfaction, or 'digitised smell,' are meeting this challenge.
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Dividend income fuels surge in personal income tax: Motilal Oswal report
The transition from corporation-based dividend taxes to personal income taxes has been a major driver of the increased PIT in recent years. This shift has not only changed the tax dynamics but also underscored the substantial contribution of high-income earners to the tax pool through their dividend receipts.
What should investors do with FMCG stocks? Dipan Mehta answers
I think a 10-12% correction in the Nifty where it tests the 200-day moving average is a good entry point. Whether that actually happens, I do not know and I cannot even tell you what the triggers could be apart from aside of slightly disappointing election result.
10 investment mistakes to avoid & make your portfolio ‘dent-proof’
“One should have liquidity when it comes to their portfolio for rainy days. Keep 6 months' worth of expenses parked in a separate basket of liquid funds,” says Chirag Muni.
Kedaara acquires Ice cream maker Dairy Day
Kedaara Capital acquires majority stake in Dairy Day, a prominent ice cream brand in South India. The investment, valued at Rs 1200 crore ($150 million), provides full exit to existing investors. Dairy Day plans to expand production capacity and aims for accelerated growth with Kedaara's support.
Best Flip Flops for Women in India: Discover Comfort for Happy Feet
Are you looking for the best flip flops for women in India which can provide a blend of comfort, style and sophistication? If so, continue reading this article where we have penned down a bunch of options for flip flops available on Amazon. We have ensured to cover a range of designs and comfort so that you can find footwear that fits your needs.
What Saurabh Mukherjea added to Little champ portfolio and can it be another GMM Pfaudler?
“One cannot get the consistent compounding like with Asian Paints, but in the case of Tega or say Grindwell Norton in our Rising Giants portfolio, these sorts of companies, you get the upside when the capex cycle is switched on. But you do not get hammered on the downside when the global economy softens up.”
Classic compounders, tactical trade or concept stocks? Safir Anand’s top 3 buckets
“I am avoiding smallcap stocks and also the consumer sector until I find that the inflation in rural India is more under control. Also if rural India shows greater traction towards growth, which is very evident in the housing and infra sectors but not so evident on the consumer side.”
What is Christmas Tree Syndrome, Here's How You Can Avoid It
Christmas Tree Syndrome is identified when individuals, exposed to real or fake trees, exhibit typical allergy symptoms such as congestion, sneezing, and a runny nose that may persist for weeks.
ETMarkets PMS Talk: Power of Compounding! Rs 50 lakh invested in this fund could have turned into Rs 2 cr in 10 years: Sachin Shah
Yes, you are right this 31st March I completed managing 10 years of Emkay Capital Builder PMS. Over this 10-year period, we have nearly quadrupled the money (3.84x) for investors, delivering returns of 14.4% CAGR.
Where to look for compounders & what to avoid? Mehul Bhatt explains
OysterRock Capital is a venture capital firm that is bullish on the market and believes that there are many opportunities to be found in the market at this time. They believe that the market is expensive right now, but that is changing and they are seeing better prices for their investments. They also believe that there are many opportunities to be found in the market in terms of acquisitions and capex. They advise investors to look for companies with good growth prospects and good underlying financials.
Why are classic compounders like Nestle, Asian Paints or Pidilite not making wealth now? Rahul Shah answers
“Largecaps led the indices higher and it is always followed by the midcaps. We have not seen that kind of a fancy catching up in the midcap space. So, in the near term, midcaps could be a short-term play for the next one or two months and then there will be the Budget. All these things will start playing. Then the rally will get shifted to the largecap space and in the next one-two months, midcaps should be in focus.”
Hold equities for 3-5 years to get around nominal GDP compounding returns: Prashant Jain
“A silent transition has taken place in India and equities which were a peripheral or seasonal trading asset class two decades back, today have become more core, more long term, more centre of the plate kind of an asset class – be it through direct investments or through mutual funds or insurance companies.”
Young investors, put 80-90% in equities & stay invested: Ramesh Damani
“I remain bullish. The returns for the next three-six months would probably be subdued because there are too many headwinds but longer term the bull market that began in 2019 September is still intact and going strong. Don’t try to time the market, you will probably get the short end of the stick, Even if the market does not make a new high for six months, it is a good time to buy into equities and to remain invested.”
Reliance may compound at 25% for next 10 years
"My understanding is that Reliance is a 25% compounder for the next 10 years. If you want to look at Reliance from a six-month period or for a year, I am not an expert on that."
The biggest compounder in life is not stocks, but something else!
Perhaps the source of Buffett’s true wealth is not just the compounding of his money, but the compounding of his knowledge, which has allowed him to make better decisions.
AMCs and insurance could generate future compounders: Nischal Maheshwari, Centrum Broking
It is difficult to put out any stock which I believe to be a multibagger in my hands.
Compounding works only in good companies, not in bad companies: Raamdeo Agrawal
Start early because power of compounding is more about the longevity of the rate, says Raamdeo.
Looking for classic compounders? Bet on these 3 sectors: Ajay Srivastava, Dimensions Consulting
This market needs some real fundamental triggers domestically, says Ajay Srivastava.
The Blueair Classic 680i air purifier can be controlled using an app, iPhone or an Apple Watch
The whole point of a smart product is that you can control it from wherever you are.
Of margin of safety, compounding and why investors can avoid IPOs: Mohnish Pabrai
We will not find investments every day or every month or every year.
Royal Enfield rides into Brazilian market
The company has entered the Latin American country with three models-- Bullet 500, Classic 500 and the Continental GT cafe racer.
Hadwin on PGA Tour career upswing takes lead with 59
GOLF-PGA-HADWIN:Hadwin on PGA Tour career upswing takes lead with 59
Golf-Hadwin on PGA Tour career upswing takes lead with 59
GOLF-PGA/:Golf-Hadwin on PGA Tour career upswing takes lead with 59
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