P/E Ratio

NIFTY @ 11000 – Focus on asset allocation

Those who do not learn history are doomed to repeat it – George Santayana Key takaways: Continue SIPs/STPs as timing the market is quite difficult. If you have high equity allocation (80% plus), equity allocation should be reduced by booking some long-term capital gains from equity mutual fund. If the market were to correct, this can …

NIFTY @ 11000 – Focus on asset allocation Read More »

How expensive is the Indian equity market?

In last few months, we have seen continues flow of domestic money into equity markets. The monthly systematic investment flow into mutual funds has now grown to almost 4500 crore (MFs get record monthly SIP inflows). This has made Indian stock market far more resilient and less vulnerable to foreign institutional flows. However, increasingly there …

How expensive is the Indian equity market? Read More »

Using valuation as a guide for asset allocation

I’ve never known anybody who can time the market. I’ve never known anybody who knows anybody who can consistently time the market- Burton Malkiel Aiming to time the market is futile.Purpose of this article is to focus more on asset allocation. We all know that right asset allocation is the main driver of portfolio returns. In …

Using valuation as a guide for asset allocation Read More »

Trailing NIFTY P/E Ratio
Scroll to Top