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MICHAEL MAUBOUSSIN
Consumption and pharma stocks offer opportunities as earnings recover and global headwinds recede: Nippon India Mutual Fund’s Sailesh Raj BhanAs earnings recover and global headwinds recede, foreign flows could return, says Sailesh Raj Bhan, outlining risks and opportunities, in c...
Recession alarm? It's not in the collective wisdom of markets even amid Trump's sweeping actionsPresident Trump's sweeping government transformation includes slashing spending, expanding tariffs, and rewriting tax rules, leading to eco...
Why interest rates are the new risk in townHousel’s statement too, while equally dramatic, has a sense of truth in it. The US 10-year yield did decline (almost) secularly from its pe...
How investors can avoid wealth destroyersFirst and foremost, avoid one-variable thinking. Lots of investors would base their buy argument on one variable which they like about the ...
Nifty at 15,000 at 4% interest rate equals 13,000 at 8% rate: Porinju VeliyathMost analysts say the market is fully priced even on 2022-23 earnings.
Long & Short of Markets: Post-Budget stock ideas, 8 red flags & new dimensions of value investingHunt for post-Budget stock ideas with help from Raamdeo Agrawal and Sunil Singhania.
Michael Mauboussin has a prescription for Reddit rally and an answer for why value investing is not workingMichael Mauboussin tackles a host of issues, ranging from Reddit Wallstreetbets to Taper Tantrum fears and the recent challenges in value i...
When outcome-based biases hit decision making in investingAs investors, we must avoid the mistake of getting anchored to the outcome, while evaluating the decision.
Odds in the market against Robinhood investors, warns top Wall Street expert Michael MauboussinMorgan Stanley honcho hopes retail investors are not playing with their life savings in the stock markets.
In market for thrill? If you want to make profit, here is what it takesThere has to be a strategy not only to make money but to keep it and then grow it.
This Mumbai-based value investor swears by moat, says selling is a tough callHis investment management fund was rated Best Single Country Fund by Asia Hedge in 2014.
Up to 45 times return! This Kolkata IT guy knows multibaggers better than codingAs a tip for new investors, Basumallick says a stock is a part holding in a business.
Dumpster diving for stocks is a viable strategy in investingBond yields refuse to go much higher, despite calls for rising rates for many years.
A look at the top selling books on Flipkart in New Delhi and MumbaiThe top genres that book lovers read in February were business and Indian writings.
ICICI Prudential's Sankaran Naren shares his insights gained from investing gurusSankaran Naren shares the knowledge he has gleaned from the teachings of three well regarded names in this field.