Category Archives: Investment Styles

Home Archive by category "Investment Styles"

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Prasunjit Mukherjee Business Plans, Business Services, Consumer interest, Economic trends, Equity Schemes, General economics, Investing, Investment Styles, Mutual Fund Company, mutualfundsahihayeTags: , , , , ,

2026: WHAT THE YEAR HOLDS FOR US

2025 Played out pretty much as I had thought it would. Flatish for the equity markets across the capitalisation band except small caps and an unexpected rally in precious metals. But was there a silver lining? You bet!! Inspite of a lot of money going out of the markets via the foreigner investors r...
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Prasunjit Mukherjee Business Services, Consumer interest, Equity Schemes, Funding Trends, General economics, Investing, Investment Styles, Investments, mutualfundsahihayeTags: , , , ,

Sensex at 1,00,000:: Are we going into a sweet spot for investing?

Even as I pen my thoughts on the direction of the markets in the coming days after a year of flat performance, I see the markets are down sharply with the BSE SENSEX down by about 600 points and the NIFTY 50 by some 150. Essentially 83,500 in the level we are at currently. So […]...
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Prasunjit Mukherjee Business Services, Competitive Research, Consumer interest, Economic trends, Equity Schemes, General economics, Investment Styles, Investments, mutualfundsahihayeTags: , , , ,

TIME CORRECTION:: The surprise element that erodes value.

The brain cells tick a little slowly during the Durga Pujo time and for me it certainly does tick a lot slowly than others. Blame it on the atmosphere or the passage of time. But this morning I went through a podcast that made me think. Mr. Aashish Somaiya the MD of Whiteoak Capital Asset […]...
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Prasunjit Mukherjee Consumer interest, Economic trends, Equity Schemes, Finance & Accounting, Investing, Investment Styles, Investments, mutualfundsahihaye, QualityTags: , , , , , ,

Factor Investing: Now what is this new “thing”?

I remember when I started out in my career in fund management and my company, a joint venture between two giants, one global and one Indian, had a large number of very smart people coming in from mainly the mother lode – America.  Along with them, there was a trim set from Singapore. No matter [&...
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Prasunjit Mukherjee Business Plans, Competitive Research, Consumer interest, Economic trends, General economics, global finance, Investment Styles, mutualfundsahihaye, reciprocal tariffsTags: , , , , , , ,

These issues make me nervous

I received quite a few WhatsApp messages on the direction of the market and the best markers there are. While the yield graph explanation was the most plausible and rational (and one that I am aware of), there were quite a few that were wacky but enticing. One was a very adult themed diagnostic mech...
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Prasunjit Mukherjee budget, Business Plans, Competitive Research, Consumer interest, Economic trends, General economics, global finance, Investment Styles, Investments, Mutual Fund Company, mutualfundsahihaye, reciprocal tariffs, TariffsTags: , , , , , , ,

Blunderiff by Trump

Liberation!!!! The word has more than a hint of romance. More than a whiff of history. More than a seed for literature. For a country that got independent in 1776, having a liberation moment and announced with all bells and whistles, 250 years after is definitely less American and more Confucian. An...
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Prasunjit Mukherjee Business Plans, Business Services, Consumer interest, Economic trends, Investing, Investment Styles, Investments, mutualfundsahihayeTags: , ,

Should we be invested in Small Caps and Midcaps?????

There is a fair amount of “garam hawa” blowing on how the small cap segment specifically and maybe the mid cap segment too could be under “extra stress” and maybe in the next decade or so there is no upside possible. This has led to a clamour amongst investors that exposures in these two cat...
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Prasunjit Mukherjee Consumer interest, Equity Schemes, Funding Trends, Investing, Investment Styles, Investments, Mutual Fund Company, mutualfundsahihayeTags: , , , ,

Direct Mode of Investment is DUMB!

Date First Published: January 18, 2018   The retailer is always seen as the money making Shylock, who has no scruples as long as it makes money FOR HIM – irrespective of businesses or products. Just think of the vegetable seller in times of onion crisis (which happens with a twice a year regu...
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Prasunjit Mukherjee Economic trends, Funding Trends, General economics, Investing, Investment Styles, InvestmentsTags: , , , , ,

The Rapid Rise of Interest Rates

Date first published: August 29, 2018 So, the mandarins in the Reserve Bank of India (RBI) met and took a decision on the interest rates. And the decision was to raise interest rates. Base interest rates are of two kinds – the Repo and the Reverse Repo. The Repo is the interest rate charged by [&h...
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Prasunjit Mukherjee Business Plans, Consumer interest, Economic trends, Equity Schemes, Investing, Investment Styles, Investments, mutualfundsahihayeTags: , ,

To equity or not to equity

As we come to the start of calendar 2024, it is time to take stock of the current state of the economy and what it holds for us moving forward. But before we delve into the subject let us take some time to describe the astonishing growth the year has given so far. The midcap […]...
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