Science of Alpha from Safety
(Published in Moneycontrol) Clearly many companies look undervalued but the real question is should one consider investing in these companies or are they value traps? The Indian market has rallied about 50 percent from the lows recorded in March 2020. After a sharp rise, investors are now looking to add stocks that are trading at…
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Published in Moneycontrol Q) What will be the biggest risk for investors in the second half of 2020? A) The COVID-19 situation is still like Schrodinger’s cat. Only when you open the box do you know whether the cat is dead or alive. Similarly, the resolution of the COVID-19 situation is still unknown. Only when…
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Published in Seeking Alpha IDCC provides exposure to the fast growing 5G and large consumer video electronics markets. It is projected to double revenues from $340 million to $700 million over next five years while maintaining relatively stable costs. IDCC has Apple and Samsung as its licensing customers and has recently added Huawei. These 3…
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Published in the Mint The decade gone by has been a cruel one for equity mutual fund investors. The 10-year returns on India’s Nifty 50 index are just 9%. An investor making a fixed deposit (FD) at the start of the decade would have got a similar pre-tax return. Read on
Global OmniView July 2020 Mr. Market plays catch-up while Scientific Investing generates alpha Scientific Investing portfolios exhibiting broad-based outperformance All segments of the Omni Supreme US Multicap strategy have outperformed benchmark. All segments continue to be fundamentally strong with attractive valuations Omni Supreme US Multicap and AIoT are inevitables that investors must consider adding to…
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India OmniView July 2020 Market has just begun unlocking the value in the ‘Unique’ SuperNormal portfolio Recently, Scientific Investing strategies have had a high absolute performance and outperformance relative to the benchmarks, as well as to other PMS or mutual fund managers. The performance has been broad-based across market caps and countries (US and India).…
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Published in Moneycontrol Despite a series of rating downgrades, a deadly border clash with China and an alarming surge in COVID-19 cases, the market remained resilient in June rising, 7.66 percent on a month-on-month basis. … Asit C Mehta Ace Mulitcap took the third spot, with a month-on-month return of 16.4 percent … Read on…
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Published in ET Magazine Apple, Google, Amazon, Facebook. What can Indian retail investors who want a piece of the action in the hottest technology companies in the world do? Read on @ ET Magazine
Published in Dalal Street Investment Journal Several Indian sectors could benefit from the “Make in India” initiative and in the post-pandemic scenario, India’s Atmanirbhar Bharat initiative and the international initiative to restructure global supply chains will help reduce dependency on China. Read more @ Dalal Street Investment Journa Vol. 35, Issue No. 16
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