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SinceQIFY18

Originally posted on Panch Tattva Wisdom:
We have sold all holding in this long running portfolio in terms of our observation which you may refer in today’s post ‘The Markets’. We will now begin a new portfolio from next quarterly result season. On an average investment of Rs 60 lacs, a total profit of Rs…

The Markets

Originally posted on Panch Tattva Wisdom:
Let’s examine whether Nifty is at the right point of value in comparison to other asset classes like bullion and gold over the 20 years from December 2000 to December 2020. Nifty in December 2000 was 1350 and in December 2020 it is at 13500, a clear ten times…

panch-tattva talk…our legacy

Originally posted on Panch Tattva Wisdom:
Friends, State Bank of India has for the umpteenth time reduced the interest rates on retail deposit. This is simple extension in line with the lower credit off take and risks in doling out retail credit to all and sundry. I have been at pain explaining all the while that…

The Markets and RBI Policy

The markets took the RBI policy announcements in stride and reacted in bullish way. While the fact of the matter is that RBI is still thinking (prompted by Govt) that some sectors need kid glove treatment. This should come as a warning signal that all is still not well with economy. RBI has very skillfully … Continue reading

The Markets

Nifty kissed 13000 level and this is not a bad thing to happen in a scenario that is otherwise very unnerving. However, at this juncture we need to pause for assessment of future possibilities in respect of Nifty. It’s present PE is 27 and P/BV is 3.5 and dividend yield is 1.4%; all these 3 … Continue reading