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Jul 9, 2024 | 
rb.gy | Himadri Buch |Pravin Palande
When the markets are high, everyone wants to have a piece of wisdom from Raamdeo Agrawal. It is also the time when RA, as he is popularly known, is happy to talk about big ideas. And he has many of them. But what worries the chairman and co-founder of Motilal Oswal Financial Services (MOFSL) is the unrelenting rise of the market. Agrawal has seen many bull runs, but this one is disturbing for him.
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Mar 31, 2024 | 
economictimes.indiatimes.com | Shishir Prasad |Pravin Palande
Of all the species on the planet, human beings are arguably the ones with the best cognitive abilities. However, life tests, and sometimes severely, our ability to make good decisions. Daniel Kahneman , who passed away on 27 March at the age of 90, told us that our ability to make good decisions is not as easy as it appears. We rely too much on intuition for decisions that need deep and analytical thinking. Nowhere is this more apparent than in the process of making financial decisions.
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Mar 22, 2024 | 
economictimes.indiatimes.com | Sunny Verma |Pravin Palande
The sun is shining brighter on the Japanese market. In fact, the country’s stock market is poised to rise even higher as it sheds its zero-interest-rate regime and moves towards an inflationary environment. On March 4, 2024, the Japanese Nikki 225 Index closed above 40,000 — a record high after being subdued for 34 years. Over the past year, the index has gained 49%. And there are two specific reasons for this. Japan is shedding its
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Mar 21, 2024 | 
economictimes.indiatimes.com | Pravin Palande |Himadri Buch
Everyone should become a trader. Trading reflects life – there are ups and downs – but you must carry on”, says Srini Akella, a stock trader who bets on trends. Every morning, he takes two trades in the futures segment, each lasting for 15 minutes. Just three years ago, Akella was a full-time photojournalist. He started stock trading during the pandemic, and there has been no looking back since then. Akella is not alone. Over the last three
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Mar 16, 2024 | 
economictimes.indiatimes.com | Varsha Santosh |Pravin Palande
What do you see when you scan through top small-cap stocks that have given the best returns in the last one year? Extremely high volatility. So, should you sell your holding? Well, these stocks have low profitability ratios but weak fundamentals with hardly any institutional holding. In most cases, these businesses are not scalable. These stocks often go up very fast but also experience sudden falls. So, you should book profit as soon as that
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Mar 4, 2024 | 
economictimes.indiatimes.com | Pravin Palande
The timing of Warren Buffett’s annual letter to Berkshire Hathaway shareholders is to the point. At a time when equity markets are expensive and interest rates are yet to calm down, the Buffett newsletter for 2024 is soothing. It is high on numbers but goes deeper into the ideas of friendship and trust. It also gives us the life lesson — only those who are patient end up making serious amount of money in the long run. This sentiment is
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Feb 19, 2024 | 
economictimes.indiatimes.com | Varsha Santosh |Pravin Palande
Mutual funds are usually good at timing their new fund offers (NFOs). But when Quant Mutual Fund launched its PSU NFO on February 2, 2024, little did the fund managers know that the index was headed for a big fall. The Nifty PSE Index fell close to 4% on February 12. Between February 9 and February 13, the top three stocks (NTPC, Power Grid Corp, and ONGC) which account for 35% of the index, were down by around 6%. While on Monday these stocks
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Feb 8, 2024 | 
economictimes.indiatimes.com | Ami Shah |Pravin Palande
Nikhil Kamath, co-founder of Zerodha, wants to be a media man. For that, he has started with podcasts. Kamath has been talking to experts for a long time to understand how things really work in a modern economy. Part of the reason being he runs a private-equity business, and it makes sense to know about new things that drive the world. Also, he noticed that nobody was asking the basic questions. Some of his friends told him to put up these
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Jan 30, 2024 | 
economictimes.indiatimes.com | Pravin Palande |Prashant Mukherjee
On January 29, 2024, the stock price of Reliance Industries (RIL) touched its all-time high of INR2,905, up 7%, as foreign investors bought it after a heavy sell-off in HDFC Bank last week. Traders made big money in the options market where call premiums for INR3,000 strike option moved from INR8 to INR49 in a single day. On January 30, the stock was down 2.69% at INR2,818.25 on account of profit-booking. So, why did the stock rally? A sudden
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Jan 2, 2024 | 
economictimes.indiatimes.com | Varsha Santosh |Pravin Palande
AI illustration by Sadhana SaxenaSynopsisWhile the small- and mid-cap space is overheated and market experts have been advising investors to exercise caution, the prolonged bull run has seen many blue chip stocks too entering the expensive territory. With metal and gold prices signalling firmness ahead, calendar 2024 could see a major shift in investment themes.
