Are Markets Expensive?

The most asked Question to me by Investors these days is, are markets expensive?. Without Data you are just another person with an opinion. Lets Look at Sensex EPS Growth Data first from last 23 years. Sensex Normally has show 4-5 Years of Strong Earnings Growth, followed

Dusshera – Where should you Invest?

Investors are confused about where should they Invest Money this Dusshera, and today we will help you make this decision. Asset Classes Preferred by Investors Gold Silver Nifty Stallion Asset’s Model Portfolio Below is an Image of Returns of Various Asset Classes in last 12 years Dusshera to Dusshera

Kargil War and Sensex

India has Successfully done surgical Strikes in Pakistan Today. The Stock Market have become nervous and sold off sharply today. As I write this Sensex is down 480 points and Midcaps have fallen very sharply by 4%. We at Stallion Strongly believe in Data. The First thing I did after i saw this news was to see what happened to Sensex when Kargil War happened, Below is the market of Sensex in 1999-2000. Clearly Markets Rallied a lot after the Kargil War after an Initial Phase of Correction. I have stated many times that we have two important factors that affect the market Earnings Emerging

US Elections V/S Sensex

For the First Time, We at Stallion Asset have revealed our model Portfolio. This Morning We had a Query by one of our Clients regarding how will the outcome of the US Election affect our Portfolio. Lets First look at the history of Sensex Returns with Various Presidents. We have presented data for 9 Elections from 1981 as Sensex started in 1979. The US Polls are on the 8th of November 20

Art of War & Investing

Those who know me know that I buy more books than I can finish. I sign up for more online courses than I can complete. I fundamentally believe that if you are not learning new things, you stop doing great and useful things. Today i thought why not combine ‘Art of War’ with Investing, a book i am greatly influenced by . I Learned about the book called ‘Art of War’ from this movie called &

Emerging Market Bull Market?

Trend is in favour of emerging markets and looks very strong for India – Shankar Sharma, First Global. On 12th September Shankar Sharma, who i am a fan of said that emerging markets are set for a major bull market. We went a little deeper to dig in the data points that suggest why he said what he said. We compared two Indexes MSCI Emerging market Index and MSCI World Index. MSCI World – The MSCI World Index captures large and mid cap representation across 23 Developed Markets countries. With 1,645 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country. The MSCI Emerging Markets Index captures large and mid cap representation across 23 Emerging Markets (EM) countries.

Good to Great

We at Stallion Asset concentrate our studies based on data on wealth creation. Today i am going to reveal a Secret which will make Stock Investing simpler for all of you. “Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win.” – Sun Tzu Have You ever seen a Dealer at the Casino nervous after loosing 3 consecutive games? The Answer is No, but on the other hand if a Gambler loses 3-4 games consecutively he will get nervous and probably order a whisky. This happens because the casino dealer has a strategy in place and he knows he will win repeating the same thing again and again. The Only thing consistent about markets is your strategy. We at Stallion Asset don’t Trade Stocks, instead we

The Next Crash?

“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves” -Peter Lynch. Every 2nd day i end up having a conversation about global market, as much a

Sensex Returns V/S EPS Growth

“Stock Returns are Slave of Earnings growth”- Warren Buffet Yesterday I was speaking to a client, and he said that fundamental’s don’t work in the market. I smiled but didn’t argue (Thank you Dale Carnegie for teaching me that). Today I am going to show you why exactly

Show Me The Trend

After Reading this blog you will never need to Agrue if Trends are Important or no. Since i have started my Retail Advisory, I have been asked many times that if I use fundamental or Technical Analysis for Investing. My Answer has always been, i use history, i learn from history about what has worked for last 50 years around the world in the Game of Investing. As Warren Buffet says ” What i have learned from History is that people don’t learn from History, and they repeat their Mistake”. Start My FREE TRIAL Today i want to Share a Secret, and that Secret is about Trends. I have seen a lot of technical guys cursing the fundamental ones and vice versa. I believe the only Goal we have is to create wealt