EQUITY

Bharat Electronics

Bharat Electronics Ltd – Riding the defence wave

Bharat Electronics Ltd (BEL) is a government owned leading defence electronics company. Set up in 1954, BEL now produces state-of-art equipment in defence communication, radar, naval systems, electronic warfare, electro optics, and C4I systems. It also manufactures civilian products such as electronic voting machines. BEL has a strong manufacturing base with nine factories across India. …

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NIFTY @ 10,000

The NIFTY raced to 10,000 in about 21 years, but the journey from 10,000 to 100,000 may not that long. The rally is expected to be supported by a strong macro environment, bounce back in earnings growth, pro-growth reforms, stable political environment, and domestic & global liquidity. From its base value of 1,000 in November …

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invest equities

How much to invest in equities

One of the initial investment decisions that one has to make is what proportion of assets to invest in equities & what proportion in debt. One of the basic thumb rules used over the years to decide on equity allocation is the 100 minus age allocation. The risk taking capacity of a person is maximum …

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Market valuations don’t matter in the long term

Equity markets are close to all-time highs and the question is whether markets are currently overvalued or not and if this is a good time to invest. Markets in India tend to move in a 5 year cycle. Market valuations do play an important role in determining returns over the short term to medium term …

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Indian markets

Monday Mayhem and thereafter….do not press the panic button.

We need not panic & should firmly stay invested in this sell off over the last two weeks. Fundamentally nothing has changed in India & the domestic story remains intact. Low commodity prices, low inflation, improving GDP growth augers well for India. This selloff is purely due to global concerns especially China & huge FII …

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