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Pravin Palande

Pravin Palande

1 Editor - Markets and Finance ET Prime

I have tracked financial markets and investment strategies for more than two decades. I like to understand what really makes successful fund managers and traders. I believe that markets are always on the verge of becoming efficient. They are incredibly competitive places and those who are willing to change their mind with changing information always win. Before ET Prime, I worked with Forbes India magazine. I am a fan of dystopian literature.

Twitter: @lonelycrowd | Email: pravin.palande@timesinternet.in

I have tracked financial markets and investment strategies for more than two decades. I like to understand what really makes successful fund managers and traders. I believe that markets are always on the verge of becoming efficient. They are incredibly competitive places and those who are willing to change their mind with changing information always win. Before ET Prime, I worked with Forbes India magazine. I am a fan of dystopian literature.

Twitter: @lonelycrowd | Email: pravin.palande@timesinternet.in

Investing

Can investors flirt with a quality stocks bubble? A diversified portfolio can pay off on D Street

Scores of quality stocks have been multibaggers for value investors over the past few years, but many now find them expensive, trading at high PE multiples. Is there a bubble in the making? Perhaps not, though many of these stocks appear overvalued. Smart investing – buying the cheaper growth stories and selling those trading at high prices – and a diversified portfolio can help investors profit from the market.

14 Nov 20190 comment
Investing

Small- and mid-caps appear attractive, but watch out for working-capital ratios

Small- and mid-caps have been out of favour this year as Dalal Street has opted for the relative safety of blue-chips. While valuations of the smaller companies are now looking attractive after the correction, investors would do well to examine their working-capital ratios carefully in the wake of the systemic liquidity crunch since these numbers will make or break them.

22 Oct 20190 comment
Investing

Today both bulls and bears need python and anaconda to make the lightning fast market trades

Traders who entered the ring around the turn of the century have witnessed how technology has taken over stock markets. From the obscure era of open outcry to writing algorithms in plain English and firing orders from smartphones, technology has rewritten the rules in favour of the retail trader. With several institutions and professionals offering mentorship programmes, today’s small traders are an empowered lot.

6 Sep 20190 comment
Markets

Mid-cap funds once hunted big alpha. Now alpha haunts them.

Over the last decade, the last three years in particular, the difference between mid-cap funds has almost disappeared. Most of them have underperformed and the category leader, too, has negative returns. Mid-cap funds have caught the large-cap funds’ blues of vanishing returns.

30 Jul 20190 comment
Markets

Sebi don’t get socialistic on the Sensex or the Nifty 50. The two indices reflect market sentiment accurately.

Some market participants want Sebi to put sectoral limits on benchmark index (Nifty50, Sensex) constituents. Their main argument is that financial services has disproportionately large weight in the index, but the sector is a proxy for investment opportunities in many other sectors. Nifty 50 accounts for 67% of the entire market capitalisation and captures investment sentiment adequately.

3 Jun 20190 comment
Aviation

Jet Airways stock puzzle: deep in coma or showing deep value?

The Jet stock may have taken a pounding, but many retail investors are still buying, convinced it’s a classic value stock. They are citing the past example of Satyam. But in the stock markets, lessons from the Warren Buffett school of value investing still hold – buy quality, and for the long term.

22 Apr 20190 comment
Markets

Playing the market in tricky election time: Long-term investors get into cash, short-term traders stay nimble to book quick profits

This time, investors and traders agree it is not going to be like 2014. There can be a big move in the market as in 2004 and 2009. Long-only investors do not have the tools or the psychological make-up to manage a portfolio that changes a lot. Derivative traders are looking to make serious money in a short span, but they can also end up losing a lot.

8 Apr 20190 comment
Markets

Momentum investing's time has come

"Perhaps the best-known investment paradigm is buy low, sell high. I believe that more money can be made by buying high and selling at even higher prices." – Richard Driehaus

25 Jun 20180 comment
People

Ken and the art of riding cycles

Kenneth Andrade’s Old Bridge Capital has returned around 40% annually since 2016. His strategy of tracking business cycles and investing in quality companies shields his investments from the vagaries of the markets.

14 Jun 20180 comment
Markets

What's eating Porinju Veliyath?

"The riskiest moment is when you are right. That's when you're in the most trouble because you tend to overstay the good decisions. So, in many ways, it's better not to be so right. That's what diversification is for. It is an explicit recognition of ignorance." —Peter Bernstein, financial historian and educator

25 May 20180 comment
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