Explaining equity market returns through GDP is a sisyphean exerciseWhile economies are grappling with deep-recession level numbers (India’s GDP is expected to shrink by a whopping 9 per cent according to on...
Why even bots can never do a better job than Warren BuffettWhat makes Buffett special is that he has outpaced the market by a huge margin.
Factor investing: A way to capture value and qualityA factor index looks to bucket stocks with similar risk/return characteristics.
Alpha analysis of some top performing multicap mutual fundsIt becomes imperative to dig deep inside the performance of mutual funds in order to evaluate their alpha generating ability.
Book review: 'Even Buffett Isn't Perfect' by Vahan JanjigianThere is ample praise for the master investor. After all, who can find fault with the investment style of a man who has amassed more than $...
Why it makes sense to buy firms chosen by domestic investors, even if these are shunned by FIIsA big idea of international finance is the inadequate knowledge of a foreign investor in an emerging market.
- Asset prices overheat
The most consistent trait is overconfidence, which leads investors to think they know more about a stock’s value than they actually do.