The Value of Perspective in Investing
Markets move every day, often driven by headlines, sentiment, or noise. But real investing is less about reacting to the moment and more about developing perspective. A thoughtful investor asks: What is the business worth? What drives its long-term value?
Short-term volatility can feel overwhelming, but it also creates opportunities. By stepping back and looking at fundamentals—cash flows, competitive moats, and management quality—we shift from chasing movements to owning businesses.
That’s what I’ll share here: perspectives on investing, market shifts, and the timeless principles that matter beyond the daily noise.
EPL Limited
BSE: 500135
NSE: EPL
From a capital allocation perspective, EPL offers a combination of steady earnings growth, resilient operating cash flows, and reinvestment capability. The current valuation provides a margin of safety....
EPL & Indovida Merger,
Indorama Gains Majority Control in EPL
Indorama gains majority control in EPL via all-share merger, creating a scaled packaging platform with ~INR 83.8 bn revenue and synergy potential across cost efficiencies and cross-selling.
The Core Portfolio: Stability, Consistency, and Long-Term Alpha
A well-constructed core portfolio not only offers stability and continuous compounding but also has the potential to generate meaningful alpha simply because it is built around strong businesses.
Why India and EU Free Trade Agreement Matters?
India and European Union (EU) have just finalized a landmark Free Trade Agreement (FTA) after nearly two decades of negotiations. Together they represent a market of about 2 billion people and one of the largest economic partnership in the world.
MOTILAL OSWAL NASDAQ 100 ETF
Offers diversification for investors concentrated in India by adding exposure to large global leaders. The NASDAQ 100 has a strong growth and technology bias. Exposure to MON100 should be viewed as part of an investor’s overall technology allocation.
Nippon India ETF Nifty
Bank BeES
Provides a proxy for Indian economic growth through exposure to the banking sector, where credit demand typically grows at ~1.5–2x GDP growth. The ETF is weighted toward large banks. Large banks are considered to have the best digital and physical infrastructure.
Nippon India ETF Nifty
Bank BeES
Offers geographic diversification for investors concentrated in India by adding exposure to Hong Kong listed companies many of which derive significant business from mainland China. The index offers meaningful exposure to Chinese companies.