WIPRO

Introduction Let me give it straight to you. Today is October 2022. Wipro is 40% down from its all time high. I am going to put my neck out and say the following, “Next year before December 2023, Wipro should be 100% up. The stock is trading at 380 today and, It* should *cross 760 […]

“Inflation”​ Rise can kill UK?

Inflation going up forces banks to raise interest rates. Higher interest rates causes bond prices to fall.But inflation was never an issue since past 30 years. Story between 1960 till 1970s Inflation shoots up from 1.4% to 5.8% As a consequence, Central banks raise interest rates from 4.1% to 8% Inflation is a hint that, […]

Is Information Technology Sector a Buying Opportunity?

It is not hidden from anyone that the IT sector is one of the most crucial sectors of the Indian industry as well as one of the largest drivers of export revenue for the country. The industry currently contributes about 7.7% of GDP and is expected to contribute about 10% by 2025. The whole world […]

Mutual Comparison Between SBI Focused Equity Fund & Axis Focused 25

What are you buying when you invest 1 Lac in the SBI Focused Equity Fund? What are you buying when you invest 1 Lac in Axis Focused 25? Every mutual fund manager has just few stocks to choose from. Therefore, most Mutual Fund houses will have similar stocks. The below ones are the common stocks. […]

How ITC is still underperforming

There is a boy in the class who performs quite well on internal assessments. During that time his bragging is on the next level. We are happy with his performance for those short term. The only issue is that, he has been studying in the same class for the past 7 years! Confused? There is […]

WHY VIX IS A FEAR FACTOR?

VIX is volatility index. Also known as Fear index of market. Let us dive deep into VIX with this article. As per definition, The variance for the near and mid month expiry computed separately are interpolated to get a single variance value with a constant maturity of 30 days to expiration. The square root of […]

Pharma Sector with an edge of Inflation

HOW’S A SKILLFULLY CONSTRUCTED HEALTHCARE PORTFOLIO A BETTER CHOICE? High Inflation has a gruesome potential to hurt the investor’s sentiments. Macroeconomics phenomena have a direct impact on security markets. High Inflation is one such major macroeconomic phenomenon. Did you know, that a pharma theme portfolio can be a savior, and can still hold its ground for […]

Learn From Past Inflation

The Nifty has built up the largest net long positions in futures, as of 10 June. These positions are the largest since the March 2020 covid lockdown. The current market price action is influenced by several factors, including the US Fed rate hikes, the taper tantrums, and inflation fears.  Were these events unexpected? Of course […]