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[hfe_template id='11223'] [ad_1] Synopsis There are some businesses, where demand for their goods or services is such that it does not fall below a certain level even during an economic slowdown. FMCGs, for instance. But, there are other businesses with similar characteristics. At a time when one does not know which statement by which president or premier will bring back the bears, it is better to stick to such businesses. We have used the word “businesses” above for a good reason: When you buy a stock, you are in effect buying a part of a business. So next time you buy a stock, focus on what business you will own after buying that particular stock. At this point of time, when the uncertainty quotient in the global market is still high, it becomes important to find stocks that have higher probability of falling less if there is another bear attack. And when the markets recover, such stocks tend to attract more attention. So, the stocks to look for at this point of time a...

[hfe_template id='11223'] [ad_1] Synopsis There are some market conditions where the ability to do the right thing matters. And there are others where the ability to not do anything matters more. Right now, both abilities matter. Again, over-analysis is sometimes more damaging than no analysis. So, have the ability to ignore street narratives, think rationally, and go against sentiment. This is not easy to do when everyone around you is lamenting the loss suffered in the past five months, and how much of a recovery has been made in the past 15 days. Now, you should have the ability to recognize that five months and 15 days of decline Vs 15 days of recovery is not the right comparison to make. In short, ability is sometimes more important than even funds. Before you read further, understand this mantra of ours. That a rise in a company’s stock price does not mean the business is strong. And that a fall in stock price does not mean the business is weak. The ability to make...

[hfe_template id='11223'] [ad_1] Synopsis Even at the start of 2025, did anyone predict the massive selling we have seen so far? We can’t recall any such prediction. But today, there are dozens of reasons being proffered on why it was inevitable. Should the current steep fall deter you from buying stocks at this point? The answer is no. And also yes. No, if you are buying the right businesses run by the right management. Yes, if you are again falling into the trap of narratives. Now, what is right management ? Look for stocks with the comfort of “management with ability” and track record of dealing with economic slowdowns. Nine out of 10 stocks have declined in the past three weeks. Little wonder that doubt, confusion, and fear are the overwhelming feelings on the street. This is the exact opposite of what was happening just six months ago. In that extremely bullish period, even cats and dogs were flying with half-billion-dollar market caps. That optimism did not last, a...

[hfe_template id='11223'] [ad_1] Synopsis As the market experiences volatility, with more expected in the coming days, remember: This is a transient phase. What endures are investing principles. So, develop the ability to ignore the noise which volatility creates and focus on the business you either own or will own after you buy the stocks you are targeting. If the business presents a significant opportunity in terms of growth, and the management has a track record of smart execution, then all volatility and panic phases are opportunities for investing in such stocks. After a long time, stock prices and the indices have corrected in a very sharp manner. For almost four months now, the market has seen what is almost an across-the-board correction. The first phase of any correction is usually led by large-caps, and this time is no different. But remember: Large-caps also tend to recover first when there is a revival. So, before you buy or sell in the current market, consid...

[hfe_template id='11223'] [ad_1] Synopsis It is very likely that the first six months of 2025 will be very different from the next six. The reason is simple: The world will adjust to the new order which the Trump administration will usher in on January 20. This will affect equity markets, but the first impact will be felt in the currency markets. So, keep an eye on the currency market, as currency depreciation is likely to remain in focus for the next couple of months. In order to tackle volatility, it would be better to stick with large-cap businesses which are growing and are likely to remain in that mode for one or the other reason. There are early signs that the market may stay in volatile mode for global reasons, though the underlying sentiment is turning bullish once again. Today, while other Asian markets came under pressure, both the Nifty and Sensex were trading with gains at mid-day. As a growing economy, India has been performing well and the kind of slowdowns...

[hfe_template id='11223'] [ad_1] Synopsis As the market experiences volatility and more expected in the coming days, remember that this is a transient phase. What endures are investing principles which have . So, develop the ability to ignore the noise which volatility creates and focus on the business you either own or will own after you buy the stocks you are targeting. If the business presents a significant opportunity in terms of growth, and the management has a track record of smart execution, then all volatility and panic phases are opportunities for investing in such stocks. If not then whether bullish or bearish it What is the net profit margin of the company that is one of the biggest wealth creators of the last 20 years? Just 6.6%. And it’s not just in one year. In the last five years, the net profit margin has not moved into double-digits. At the same time, sales have been increasing year-on-year and profit on an absolute basis has been growing. And, of cours...