#VenturaBlog | Momentum feeds momentum and investing in value is like catching a falling knife: the chorus was getting louder until recently. However, the scenario changed quite dramatically over the last 1-2 months.
#VenturaBlog | Manganese is a critical component in steel making. Kolkata-based Maithan Alloys is one of India’s largest and lowest cost manufacturers and exporters of niche value-added manganese alloys.
#VenturaBlog | Godrej Consumer Products has been struggling to grow for the past 2 years. Structural changes, technological innovations, potential improvements in supply chain and strong leadership may help the company get its mojo back.
#VenturaBlog | Optimism is a friend of none and pessimism is a foe of none! Unilateral rallies mask risks and market meltdowns veil opportunities. Referring to auto sales numbers, it looks like vehicle demand is still in the slow lane.
#VenturaBlog | India’s per capita paint consumption is just 4.1 Kilograms which is nearly 40% lower than that in some other emerging markets. This leaves a lot of room for Indian paint companies to grow.
#VenturaBlog | In the tug-of-war between global demand and supply, fiscal and monetary stimulus packages, green energy initiatives and policies of the Biden administration, it appears that the price of crude oil could continue to move upwards.
#VenturaBlog | High valuations, rising prices and higher earnings estimates suggest that IT stocks will now face performance pressure, going forward. Historically, markets have punished expensive stocks that disappointed on earnings.
#VenturaBlog | Given the astronomical rise in the market indices and their valuations, investing in IPOs at this juncture without assessing their valuations is just like letting your painting dry under the cloudy sky!