stocks

US recession and IT sector slowdown – impact on our stock pick

Will the Indian IT sector slowdown as a result of a looming recession in the US? This is the question that many of you have asked us on the back of a sharp 32% correction in the Nifty IT index from its peak in January 2022. The next question is whether our ‘buy’ on one of the IT stocks is valid now and whether the same can be accumulated. We will try to answer these questions here.

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Affordable housing finance companies (AHFC): Small caps with big valuations

While we generally look at lenders by their book size (advances) and network, the market has a different take when it comes to valuation and that has a significant impact on shareholder returns. AHFCs have become the market darlings in recent times over their conventional, broad based home lending counterparts, as reflected in their market valuations. So, what makes AHFCs market favourites? 

Affordable housing finance companies (AHFC): Small caps with big valuations Read More »

Stock investing and the boiling frog syndrome

If you are interested in psychology or behavioural economics, you’d surely have come across the boiling frog syndrome. The theory goes that if you try to dunk a frog in a pot of boiling water, it will immediately jump out. But if you place it in cool water and slowly heat up the pot, the frog will ignore the small changes in temperature and simply boil to death. 

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Prime stock recommendation: A consumer durables play gearing for a comeback

Consumer durables, a key consumer category, bore the brunt of Covid as companies lost two business seasons in FY21 and FY22 to lockdowns and supply disruptions. As demand took a hit, the sector lost its sheen, especially white goods and small appliances, leaving investors disappointed over the last 2 years amid a soaring market.  

Premium article available only to subscribers.

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