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Jul 22, 2019

1:40 pm

“Wealth isn’t primarily determined by investment performance, but by investment behavior.” – Nick Murray It was a difficult week in the markets last week, broadly brought about by FI selling, a disappointing budget, a change in sentiment, and generally dismal earnings. Markets could likely continue to be under pressure in the near term as we…

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The Hardest Thing

Jul 8, 2019

1:36 pm

“Even the intelligent investor is likely to need considerable will power to keep from following the crowd.” – Benjamin Graham PMS Quarterly Performance – Olympians Large Cap Portfolio Olympians is Up +14.4% YTD, +6.3% QTD, and +17.5% CAGR Since Inception Olympians delivered 14.4% YTD, 6.3% QTD return in the quarter ended June 30th, 2019, outperforming…

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Union Budget FY19-20

Jul 5, 2019

1:50 pm

Key Budget Takeaways The Finance Minister highlighted the progress achieved over the past five years via structural reforms, low inflation, an institutionalized process for bad loan recovery that has recovered 4 lakh crores already and reduced NPAs by 1 lakh crore over the last year, a healthier public sector and corporate banking sector, transparent and…

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Imponderable Risk

Jun 24, 2019

1:27 pm

“Headlines, in a way, are what mislead you, because bad news is a headline, and gradual improvement is not.” – Bill Gates Imponderable Risk Pushing a country to the edge can lead to unpredictable and unexpected outcomes, and unnecessary risks for the global economy. Post the Iranian take down of the U.S. drone, Tehran has…

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