GVSRwealth

 GVSRwealth's View Points - Press Coverage THIS STORY IS FROM FEBRUARY 23, 2023,    TIMESOFINDIA.com Q. Markets are falling: What should investors do? A. Shift allocation to good quality stocks .. Read more at: http://timesofindia.indiatimes.com/articleshow/98169544.cms?from=mdr&utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

  The case for Direct Equity: GVSRwealth (posted originally in Linked In) https://www.linkedin.com/feed/update/urn:li:activity:7068453507753783296?utm_source=share&utm_medium=member_desktop                                                                                  The case for Direct Equity: GVSRwealth At a minimum, investors have opportunities look for inflation beating returns from their investments in riskier asset classes such as Stock Markets. Usually, FDs ( net of tax) tend to give returns that are nearer to the inflation. There are hardly any real returns out of such investments for people in highest tax bracket. FDs are a vehicle for people who are seeking near risk free returns. It is not a vehicle for accelerated earnings growth that HNI Aspirants often look fo...

  What is a Steadfast Investment Style? Investing into great businesses at fair prices and holding them for a long time has the potential to weather the storms we often see in stock markets. Quality stocks often display the resilience in bouncing back quickly, as the uncertainty surrounding the stock markets recedes. Some of these quality stocks may neither be in their (abnormal) Growth phase nor in Value zone. I call them Steadfast. These are typically blue chips / quality stocks / market leaders in their own right. Occasionally, they do tend to descend / correct in a big way from their All-Time Highs and may be available at fair prices. I call it as a 'Catchment Area'. Some of such Steadfast stocks have the potential to provide reasonable risk adjusted returns, provided they are added to the portfolio at reasonable prices. To this extent, I categorize stocks into three buckets - namely (i) Growth, (ii) Value and (iii) Steadfast. Visit us our blogsite to get more such useful i...

  Growth & Value Investment Strategies: – A point of View (PoV) S.No Key Attribute Growth Businesses   Value  Businesses   1. Long-term Earnings Growth potential High   Low 2. Business Model Innovation Strong Weak 3. Competitive Landscape Few Players Differentiated Business Strategies Too many players-Price Sensitive market     4. Return Ratios (ROEs / ROCEs) Strong Average to Weak 5. Market Cap Low to Medium Can vary 6. Valuations ...

                                                        https://gvsrwealth.smallcase.com/ The Banking, Financial Services, and Insurance (BFSI) Sector is an important sector to understand from a Stock Market perspective. For example, the BFSI sector has about 37% -40% weightage in the overallNifty50 Index, which a broader market index in India. BFSI sector in India is undergoing a transformation like never before, with heavy focus on digital. Forexample, India recorded about 91.92 billion digital transactions for FY 2022-23 (9m, till Dec 2022-source RBI), which is the highest in the world. Technology adoption in BFSI sector is likely to improve the access to credit to Micro, Small and Medium Enterprises (MSMEs) in India in a big way, which is likely to have a positive impact on the Indian economy. For example, MSMEs employ about 40% of India’s workf...

 

#GVSRwealth: Investing Perspectives : Automotive Sector – India – Dated 10-05-2023 With respect to stock markets, the Automotive Sector in India has a weightage of about 6% (on a weighted market cap basis) in the broader Large-Cap Index N50. Automotive sector in India can further be broadly classified into (i) Automobiles and (ii) Auto Ancillary segments, respectively. Indian Automotive Sector accounts for about 7% of India’s GDP and about 50% (approx.) of India’s manufacturing GDP. The Auto-ancillary segment in India has come off the age and is emerging as a global hub for manufacturing and export of auto-components. For example , India exports about 25% of its auto-component production, which reflects its export competitiveness on account of low-cost of production, JV tie-ups with global players in the industry etc. Whereas ‘automobile segment’ is likely to shift to EVs, providing fresh growth opportunities to select players in the   2-wheeler and 4-wheeler industry in In...