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With Nifty touching a new high, there is a high probability that a large number of investors will be looking at the returns of their portfolio to check whether the value of their portfolio has also reached a new high. All those who have high exposure to PSU stocks are likely to be happy, as there is high probability of the value of their portfolio has given far higher returns in last few months, but the ones who have more large cap exposure in their portfolio would be the ones, who would be probably not be so happy as large caps have not seen a sharp run up in last months. But the fact is nift...

In sectors like banking when a regulatory rejig takes place, every player has to follow a new set of rules. This leads to a situation where entities which are large or are already following best practices are able to make transition to a new regime in a short span of time and are the first one to get rewarded on the street. Others who take time to the follow which normally are smaller or mid sized players tend to get attention later. There is a set of mid-sized banks which don't have the distribution reach which large private banks have, but when it comes to ownership they are not the same as ...

Given the trend of short correction and sharp recovery which the market and especially Nifty has seen in the last few months, it appears that nothing can go wrong with the stock price. But there are enough examples from the recent past and also the long history of markets that most wrong investment decisions are made in these times. if one is thinking about increasing the exposure it would be better to stay with large caps. This is not to say that one would not be wrong in buying large caps but as they would be able to weather any storm which might emerge due to any reason, the damage would be...

Just before the whole market was consumed by the PSU rally, one sector that came into the limelight after many years of underperformance was the Indian pharma companies, yes they are very different in every sense from MNC pharma. During the PSU rally, these pharma stocks have been consolidating, however, in the last few days, some of them have once again started reacting to positive developments in the individual company indicating that there is money on the sideline that is ready to come into these stocks. Sectors like pharma which have seen a very long phase of business remodelling and valua...

It is probably times like these, where valuations are high and the desire to trade and invest is also at a peak, one needs to set some rules, both for investing and trading. As a first step, have a well defined set of stocks, where one would invest and trade. So, that one does stray into stocks which are moving up just because there is sunshine all over the street. This might appear conservative to some as it limits the scope but being conservative is a way of bringing in discipline, especially when it comes to trading. So, out of a total universe of more than 3000 stocks, how about having a s...