Value, Momentum and Carry – Is it Time for Equity Investors to Switch?
· Index tracking and growth funds have outperformed value managers for several years · Last month value was resurgent, but will it last? · In the long run, value has offered a better risk adjusted return · The long-term expected return from growth stocks remains hard to assess
- 04/10/2019
- 7
Repo Rate Cut of 25 bps – A Notional Nudge
In the April-June 2019 quarter, India's GDP grew only by 5% - the slowest pace in over six years. Consumers are spending less on everything from FMCG to automobiles – and, of course, real estate. Naturally, the sector eyes RBI's monetary policy for cuts in the key lending rates to support the various measures taken by the government to boost consumption sentiment.
- 04/10/2019
- 0
Meat Eating and Your Health: Is There, Really, News?
The Annals of Internal Medicine has just published a cluster of systematic reviews and meta-analyses, all in the same issue, on the topic of eating meat and processed meat. All of these research papers show, consistently and with statistical significance, harms of eating more rather than less meat and processed meat. The specific harms these papers tabulate (see Table 1) include all-cause mortality, cardiovascular disease, cancer, and diabetes. Eating more meat and processed meat contribute to all of these- so say these research papers just out in the Annals, and sure to dominate the health news for some time (and likely doing so already).
- 03/10/2019
- 4
The Dispersion of High and Low Productivity Firms Within an Industry
If you think about an economy as fairly stable and static, you would expect that any two companies within an industry would be fairly close in terms of productivity. After all, if Company A and Company B are selling similar products, and A has much higher productivity than B, it should drive B out of business. Thus, one might expect that at the end of this process, the competitors we observe within an industry in the real world should be fairly close in productivity level.
- 03/10/2019
- 4
Why Bitcoin Is So Exciting
There has always been a lot of mystery surrounding Bitcoin - where do you buy it? Can you still spend it? What do you do with it when you have it? But that is part of why it is so exciting.
- 03/10/2019
- 4
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