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Buffett Indicator: Buffett Indicator above 100% is bad for stocks. D-Street says India's can hit 200%

NEW DELHI: India s market capitalisation-to-GDP ratio is hovering above 100 per cent level, ringing alarms over expensive valuations. But do not get surprised if the same, called Buffett Indicator because the legendary investor uses it to judge pricey markets, one day touches 200 per cent for Dalal Street.
This may not be a fit-for-all indicator. In the US, the m-cap-to-GDP ratio has hit 200 per cent and in Taiwan, it is screaming at 300 per cent currently.
As per the indicator, stocks are deemed expensive when the value climbs above 100 level. For India, the average 10-year m-cap-to-GDP ratio has stood at 79 per cent, as much of the economy is unlisted and nonformalised. ....

Ganeshram Jayaraman , Venugopal Garre , Sanjeev Prasad , Buffett Indicator , Motilal Oswal Global Partner Summit , Kotak Institutional Equities , Dalal Street , Spark Capital Advisers , கணேஷரம் ஜெயராமன் , வேணுகோபால் கரிரே , சஞ்சீவ் பிரசாத் , கோட்டக் நிறுவன பங்குகள் , தலால் தெரு ,

Stock Market: Long & Short of Markets: Should you join the momentum party or hone your exit strategy?

The previous inflation cycle had lasted from 2008 to 2013. Post global financial crisis of 2008, inflation rose to double digits and RBI went hawkish by 2009 and the tailwind of this inflation cycle lasted till 2014. At the beginning of inflation, everything seems very hunky-dory as it compliments growth. But inflation sticks for long and this inflation cycle has just started. Read more about the good and bad stages of inflation cycles; valuation and earnings conundrum in mid and small-cap spaces; key risks to watch out for and where to exit from here in this week’s edition of ‘Long & Short of Markets’.
Did someone say good inflation? ....

Ganeshram Jayaraman , Vivek Bajaj , Kenneth Andrade , Spark Capital , கணேஷரம் ஜெயராமன் , விவேக் பஜாஜ் , கெநெத் அன்றதே , தீப்பொறி மூலதனம் ,

FII investment strategy: Not cyclicals, FIIs still betting on consumption in India: Ganeshram Jayaraman

FII investment strategy: Not cyclicals, FIIs still betting on consumption in India: Ganeshram Jayaraman
indiatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiatimes.com Daily Mail and Mail on Sunday newspapers.

Ganeshram Jayaraman , Spark Capital , கணேஷரம் ஜெயராமன் , தீப்பொறி மூலதனம் ,

Stock Market: We are basically chasing money, betting on household capex: Ganeshram Jayaraman

What is your view on the technology space on the listed side?
We believe that we need to be a little cautious in the IT sector. We are underweight in that space. Our portfolio bias is decisively tilted towards domestic cyclical recovery. We are still a little cautious on the Street’s expectations of earnings next year. We are expecting demand recovery and pricing to be strong and margins and cost benefits to sustain. The profit growth and earnings assumptions are a little too optimistic. We believe that it will be either demand or margins, not demand and margins. We are decisively lesser than consensus on expectations going into the next 12-18 months. In the shorter term, the Street is more right than us, but we are looking beyond the horizon and with that in mind, our caution may pay heed as we go from the second half of FY21 into FY22. ....

Ganeshram Jayaraman , Spark Capital , Stock Market , Real Estate , Et Now , Spark Capital Advisors , Domestic Cyclical Recovery , கணேஷரம் ஜெயராமன் , தீப்பொறி மூலதனம் , ஸ்டாக் சந்தை , ரியல் எஸ்டேட் , மற்றும் பலர் இப்போது ,