Anticipating Market Corrections and Enduring Turbulence
Dear Friends, The level of volatility in the Indian Markets over the past 3 months, from a Sensex peak of 30,000 plus has inevitably caught the attention of all investors. During this period, I have had several conversations with investors on what their strategy should be during market turbulence. Many investors were curious to know if there might be further steep corrections in the market and whether it is prudent to sell and reinvest at...
Equity Returns in the Long Run
Dear Friends, When I had made a conservative assumption of 16% Returns from Equity Mutual Funds for the next 20 years in PenguWINs SIgaram page (https://penguwin.com/sigaramsip-kodeeswaran/ ), many people were curious to know the basis for the same and I thought I will try and explain the same. To be able to articulate the basis of 16% ROI, I need to explain a few jargons including GDP, Real and Nominal Rate, Corporate Earnings and...
Comparison of Stocks Vs MF Performance
Dear Friends, I did a comparison of returns of Blue Chip companies (Sensex Stocks) with the Top 20 Mutual Funds in the similar time horizon (Data collated from Value Research Online). Stocks Vs MF Performance over 10 years There is a perception among investors that they get better returns by investing in Blue Chip Companies over MFs and hence this comparison report. While it’s true that blue chips like Sun Pharma, HDFC Bank, Axis Bank,...