Plenty of safer ‘options’ to create wealth
by R. Venkataraman June 22, 2020 15:09 IST
This blog is addressed to all those who receive WhatsApp messages and SMS on options trading which gives false promises of making 1% returns weekly, multiplying Rs10,000 ten times or a variant of these.
Will achha decade finally come after the lost decade?
by R. Venkataraman June 10, 2020 15:05 IST
This century had one decade of good earnings followed by one lost decade. The odds are high that normalcy will come back in FY22 and EPS growth can go back to 10% range. If God is kind, we can grow even faster this decade; a possibility most people have written off for now.
Covid, Human Behaviour and Investing
by Abhimanyu Sofat June 03, 2020 12:13 IST
If you go back to history whether the Spanish flu, the Great Depression, the World Wars, 9/11, etc., all had one thing in common. Humans are emotional and we lose hope due to external stimuli extrapolating our current state to future.
Our Managing Director Mr R Venkataraman's interview with Business Standard
by R. Venkataraman May 18, 2020 11:13 IST
We expect the corporate earnings to decline in FY21, given our expectation of contraction in GDP. We remain overweight on Pharma, Telecom, Insurance and maintain underweight on cyclical sectors like Industrials, Metals & Mining, etc.
Lack of reforms can prolong slowdown into FY22; pharma, insurance good buys
by R. Venkataraman May 11, 2020 15:29 IST
A spending plan of three to five percent of GDP directed at small businesses, low- income households and financial sector along with long-pending reforms can drive a rapid recovery.
Companies with bullet-proof balance sheets will command a premium
by R. Venkataraman May 02, 2020 10:24 IST
The lockdown has shut down non-essential businesses for weeks and most likely result in GDP contraction in 1QFY21.
Corona is a bigger opportunity than a threat for India!
by Nirmal Jain March 27, 2020 12:21 IST
What we have is the biggest ever lockdown in the history of mankind! There is an opportunity to do things we could not do before.
IIFL’s AAA – Advisor Anytime Anywhere is the best solution for financial advisors
by Amit Trivedi February 04, 2020 11:56 IST
Understanding this predicament of many an IFAs spread across the length and breadth of the country, IIFL Securities has developed a solution.
Rising Markets, Falling Economy - Which indicator will reverse first?
by R. Venkataraman January 27, 2020 12:03 IST
We are passing through the last phase of pain that began with demon, followed by GST implementation and then IL&FS defaults. We believe that economic indicators will start looking up over the next two quarters.
Tax cut is bigger than demonetisation and GST: Nirmal Jain
by Nirmal Jain September 30, 2019 16:40 IST
The government has demonstrated flexibility and humility to change its own decisions quickly and prevent damage. The corporate tax increase done in the Budget, has been more than reversed in less than three months.