Tag Archives: valuations

Be bold with fashion not with valuation!

Going purely by current valuations, it seems markets are still betting on dominant players operating in the premium segments. We thought of comparing two companies each from two areas where consumer spending is relatively inelastic—innerwear and footwear.

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Stock market tour: from trouble zone to bubble zone

Stock Market

The ongoing stock market rally is liquidity driven and may not last very long—have you heard this run-of-the-mill view lately? It’s imperative to see the quantum of money supply in the global financial system before jumping to any conclusion. Let’s not forget cash is the most liquid asset.

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Cherry-picking midcaps in the earnings season…

Price performance of stocks post-earnings will tell you how close the results were to the market expectations. Unless companies that witnessed an impressive growth in Q4FY20 perform miserably and give a negative outlook, markets might prefer to look beyond Q2 and Q3 in their case.

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FMCG: Moving fast in the times of cyclones and pandemic

FMCG

Coronavirus pandemic is reshaping business dynamics even for the most stable industries, such as FMCG. During the pandemic, consumer preferences have undergone a sea change.

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In conversation with Cheenu Gupta-Fund Manager of Canara Robeco Equity Tax Saver

In an insightful interview with Ventura, Ms Cheenu Gupta—Co-fund Manager of Canara Robeco Equity Tax Saver touches upon macro and micro economic indicators and their effects on the positioning of the fund.

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