Perspectives

Is this a good time to add to Equity Allocations ?

Over the past few week, we have been asked by many partners whether “It is a good time give you more money?”

Implications of re-pricing of credit risk in India

India has implemented two significant regulations in the recent past. GST and the Bankruptcy Code. We argue that a third one is on the way which will lead to Re-pricing of Credit risk

A perspective on FMCG valuations

The best businesses are those that can grow predictably while generating cash and can grow without any or very little reinvestment of this cash.

High Noon for wholesale funded NBFCs

In our Q2FY18 letter dated 4 July 2017, we had made the following observations

Should one add to equity exposure at present?

Markets have done well over the last 12 months with the NIFTY up ~ 25%. A common question we encounter at present is whether one should add to their Equity exposure at present.

Are you aware of the risk in your Debt Investments?

The money one does not want to risk Capital loss on is typically invested in Debt instruments. However, Debt Mutual funds have schemes that invest across varied risk spectrums.

Is this the right time to deploy capital in Equity Markets? An answer it yourself guide

The most common question Investment Managers get are “Is this a good time to enter equity markets?” and “where do you see the markets headed from here?”

“I can think. I can wait. I can fast”
Siddhartha, Herman Hesse

Truths need to be repeated many times so that they don’t lapse into oblivion
– José Saramago, Nobel Prize winning novelist and journalist

The first principle is that you should not fool yourself, and you are the easiest person to fool
– Richard Feynmann