| Links to Devangshu Datta Articles Finance/Stocks/Economy |
| Passive-plus investment strategies |
| Slight tweaks to passive investment strategies can boost your returns |
| Will Investors Gain From the Economic Rebound? |
| Through economic growth is expected to be strong over the next two years, valuations of stocks may rise at a more muted pace |
| Benchmarking 2010 |
| Markets may be virtually impossible to predict, but for investors there are certain relationships that can come in handy |
| The Correlation Quotient |
| This could be a buying opportunity for investors who have been uncomfortable with the high valuations |
| Growth Gets Sidelined |
| A pattern of low/negative real interest rates occurred in India between 2004-06 and helped fuel the boom of the period |
| Heading Into Hazards |
| The recent jump by the stock markets has come too fast for comfort raising the cost of acquisition |
| Crude Connections |
| If PSUs can export surpluses, the valuations should rise because financials improve sharply |
| The Deficit of Reason |
| The gas the Ambani brothers are fighting over can make an enormous difference to the energy security of the country |
| Institutional Undercurrents |
| Institutions look at the long-term horizon while traders focus on the short term |
| Mapping The Trend Rate |
| A quicker-than-expected recovery for the economy does not have to encompass a huge reforms initiative |
| Rising Opportunity |
| The current market is a buyer's market & not one for making fast bucks in the short-term, writes the author |
| Not So Glittering Gold |
| At the current prices, buying gold as a long-term asset doesn't seem to make much sense, writes the author |
| To Risk or Not |
| The Sharpe Ratio is an important & versatile tool used to measure an investment’s risk-return profile |
| Approach For Valuations |
| Different types of businesses in various stages call for different methods of valuations, suggests the author... |
| Valuation Models |
| A private equity player of my acquaintance once confessed that he had a basic rule of thumb about investments: double estimated expenses and halve projected future profits! |
| Equity is the Best Bet |
| As a long-term asset, equity is still the best option as it tends to bounce back harder & registers net gains |
| On A Crash Course |
| A more difficult situation seems to be in the offing |
| Failed to Replicate |
| To replicate an index, the manager has to own stocks in the same proportion as their weights in the index |
| VIX Needs A Fix |
| The Volatility Index would prove to be a good tool is it is reviewed to fit the Indian liquidity constraints |
| No Case for IPOs |
| Most people think of IPOs as an easy & fruitful investment, but that is not always the case |
| Deriving Losses |
| In the past few months, India has seen major losses in currency derivatives. While the reasons behind the losses are many, experts believe that they could deepen further due to the sensitive markets |
| Winners & Losers |
| According to Peter Lynch of Fidelity, stocks are of four kinds: perennials, growth, cyclicals & utilities. Is classifications are interesting but not really true for the current Indian market |
| Perseverance Pays |
| Perseverance pays is the golden rule for success in the stock market. But most Indian investors forget this & fall for the lure of quick money. Here's why you should not tread that path |
| Different Mindsets |
| A fund manager's mindset as well as his goals are highly different from that of a fund investor. That might mean that mutual funds are not really an ideal investment tool, or are they |
| Richie Rich |
| Is Mukesh Ambani the richest man in the world? He very well might be! The rise of the Indian market has elevated the Ambani brothers to the top of the rich men list. But how realistic is this evaluation? |
| Right Benchmark |
| Most individual investors buy stocks randomly and don't consciously construct portfolios to try and diversify risks. They rarely take trouble to benchmark their returns versus any index. |
| Bear Hug |
| A long-term investor tries to time valuation rather than price. Such an investor will buy when equity is priced below or around fair-value |
| Correction Time? |
| Stocks are rarely close to their intrinsic value. If you invest when prices are below valuation, there is a safety cushion. However investors tend to be fully invested at market tops and under-invested at bottoms |
| Casino SIP |
| SIP returns are always superior to lump-sum investments any time there are positive returns. When NAV falls, increasing SIP improves returns. |
| No Broad Growth |
| The Sensex basket gained 11 per cent from May 2006 to May 2007. But the top five gainers contributed over 100 per cent of the total returns, while the other 25 stocks delivered a negative return |
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