INDIC PHILOSOPHY
Are Russian children being sent to a North Korean summer camp?
It has been reported that Russia has decided to send its children to a summer camp in North Korea. The Russian President Vladimir Putin had earlier said that members of Russia’s ‘Movement of the First’ will attend this summer camp located on North Korea’s eastern shore. Many of the parents are worried.
Karma on Her Sleeve
The analysis of Taylor Swift's song 'Karma' delves into the intricate dynamics of creative expression, poetic license, and public reception in the music realm, highlighting the evolving discourse on incorporating philosophical themes in popular music.
India will continue to be a 'buy on dips' market: N Jayakumar
My own assessment is that, especially even as investors, the local investors have now got a higher percentage of company holdings than foreigners. To my mind the big takeaway of the last five years. has been the pre-eminence of the Indian retail investor, unspoken, unsung, unknown investor through SIPs and through his investments and largely through mutual funds has remained an increasingly important constituent of the markets.
ETMarkets PMS Talk: This fund manager doubled wealth in FY24; turns 50 lakh into Rs 1.14 cr in 2 years
Prabhakar Kudva shares insights on Active Alpha's growth, market outlook for FY25, sector preferences, valuation concerns, and ideal investment horizon of at least 3 years for equities. Kudva further says that they invest on the basis of their data backed quant model named “Sattva” which throws several ideas at them.
How to differentiate a flexicap from a multicap fund? Tarun Birani explains
Flexicap funds offer flexibility across large, mid, and smallcaps, with fund managers strategically balancing stability and risk-reward. Investor suitability is key in selecting funds aligned with largecap bias for a balanced portfolio. While keeping 50% or more in largecaps, 20-25% of the portfolio can be kept aside where the investor is okay with building up risk .
ETMarkets Fund Manager Talk: See India-dedicated allocations rising if economy stays resilient: Venkatesh Sanjeevi
India's weightage in the MSCI EM index has significantly increased from 6.4% to 16.3% over the past decade. The rising allocation to India in global equity indices is expected to continue if the economy maintains its resilience and healthy growth pace. However, it is crucial to keep an eye on China, the largest constituent of the EM indices. Inflows into the Indian markets in 2024 will be driven by domestic retail flows and the growth versus valuation equation for India compared to other key countries, particularly China.
ETMarkets AIF Talk: 5 traits which this fund manager looks for while investing in SME IPOs
"Our investment philosophy is underpinned by a rigorous due diligence process. We evaluate potential investments based on several criteria, including 1) the company's management quality, 2) market position, 3) financial health, 4) growth prospects, and 5) corporate governance standards. Also, our background in merchant banking plays a critical role, particularly in the due diligence process."
Ashwini Agarwal on why Buffett Indicator of market cap to GDP may not apply to India
“We are pretty much at a peak but this market cap to GDP is a misnomer in my view because large parts of the GDP are not listed. So, how do you correlate market cap to GDP? Our agriculture, which is a large part of the GDP, does not trade ; a large part of the SME sector does not trade; a large part of government services which make up the GDP do not trade.”
Domestic economy will continue to do better than global economy: Mihir Vora
While we have managed the oil situation quite well by sourcing from different countries but globally, I think we are in for a slowdown. Higher interest rates in the US and Europe are likely to stay for longer.
ETMarkets Fund Manager Talk-Avoiding weak sectors consistently can help outperform indices: Agreya Capital
The rally over the last 5 months must be looked at in the overall context that between October 2021 and June 2023, Nifty 50 was largely sideways.
Telegnosis course to teach 'astrological methods for crime detection'
The university has also started courses in Indian Heritage and Cultural Tourism Management, certificate course in Indic Philosophy, or certificate course in Indic Manuscriptology, MA in Hindu Studies, Diploma in Astrology.
Sudha-Narayana Murthy's Trust gives Rs 7.5 Cr for research on rare books in Sanskrit & Prakrit
Infosys founder NR Narayana Murthy and his wife Sudha Murty's family nonprofit, the Murty Trust, has announced a grant of Rs 7.5 crore to the Bhandarkar Oriental Research Institute (BORI) to preserve and promote research on rare books and manuscripts in Sanskrit and Prakrit.
Peace forAll Beings
Peace is not just a matter to be taken care of by politics.
Bhakti Rasa in Urdu poetry
Altaf Hussain’s poetry is all about bhakti rasa akin to that of Hindi poets of Bhaktiwaad.
The idea of degrowth
Degrowth emphasises a socially just and ecologically sustainable society -it advocates well-being over GDP as an indicator of prosperity, which includes the importance of community, commons and care work, localism, good health and happiness.
View: Let us keep “nation first and citizen first” as our doctrine and philosophy
“We the people of India” are being closely guided and assisted by the government at different levels irrespective of political and ideological differences, is the most vibrant example of cooperative federalism, says Ramesh Pokhriyal Nishank.
KVIC takes measures to shield Khadi from meat and alcohol
The Khadi and Village Industries Commission (KVIC) has obtained the ‘Khadi’ wordmark registration in 26 classes whereas the ‘Khadi India’ Hindi and English logos have been registered under 27 classes each respectively. This is primarily to protect misuse of the Khadi India brand name by vendors of meat and alcohol.
View: Buffett’s been quiet, but his philosophy still speaks volumes
This time, Buffett has been uncharacteristically missing from the chatter.
View: NDA government could reform India's regressive taxation philosophy
Removing bias in tax treatment can lead to better allocation of resources & end investments slowdown.
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