Smallcase is a basket of stocks selected by an algorithm based on model, theme, sector or smart beta. In this review, we discuss what you need to know before investing in such an idea. Investing in a basket of stocks is a feature that many brokers have. Smallcase is perhaps the first instance in India…

The importance of the banking sector in providing stability and growth to an economy is something that even a non-expert can intuitively understand. Among their many roles, the one most relevant for an investor is funding both trade, enterprise, businesses and consumerism. We recently discussed MNC Funds as an alternative to large cap fund. So…

Stock investors would be well aware of a small difference between the buy-price and sell-price of a share, known as the bid-ask spread. This “cost” or “loss” (applicable for an immediate buy and sell) is inevitable and quite different from brokerage costs. The price difference is a measure of liquidity in the market. The bid-ask…

So many people have asked me or told me in the last few days that, “if the BJP loses, the stock market will crash; what should we do”. From those above 50 to college students, many seem convinced that the market will hold only if the BJP stay in power. There are several problems that…

Do Lok Sabha Elections Influence Stock Market Returns? Does the market revive when a strong government assumes office? In June 2016, I had written an article titled, What drives the stock market: GDP? Earnings? Politics? RBI? I reproduce an extract from this article below due to the obvious topical relevance. ————–Begin Extract————– Political Cycles as a market…

A risk and return comparison of Gold (INR, per gram) and Sensex data over the last 40 years reveals that gold is a high-risk, low-reward investment! This is an updated gold vs equity study, much more comprehensive than previous reports. It is important for investors to understand these results especially when gold returns look promising during periods when equity…

Here is how you can create your own low volatility, momentum stock list with this download from the NSE published each month. Each month I hope to publish such a list (see: Nine momentum stocks with low volatility for 2019), but here is how you DIY this. What is the meaning of momentum stock? Momentum investing essentially…