Indian Equity Markets: A Data History

A data history of the Indian equity markets should be an ideal starting point for all who are starting the investing phase of their life. You could be investing, directly, or via an advisor, PMS, AIF, or MF and could be interested in individual equities, thematic, sectoral, strategic, ETF, Index, etc. This data history will…Read more Indian Equity Markets: A Data History

Using Pivot Tables/Charts, Slicers & Screener to Semi-Automate Historical Peer Analysis

Firstly, I would like to deeply thank Mr Pratyush Mittal and his team at Screener.in for developing this amazing website and making it freely available to everyone to use, without them this project would not have been possible. A brief introduction to pivot tables and charts, they are a really handy tool that is a…Read more Using Pivot Tables/Charts, Slicers & Screener to Semi-Automate Historical Peer Analysis

Indian Asset Management Industry: A data History

The best place to learn about the history of the asset management industry is definitely the industry's regulator website, https://www.amfiindia.com The history as per AMFI is divided into 4 phases: (MF History) First Phase - 1964-1987 Unit Trust of India (UTI) was established in 1963. At the end of 1988, UTI had Rs. 6,700 cr…Read more Indian Asset Management Industry: A data History

The Problem with India

This post is written in the afterthought of reading a post written by Mr R Balakrishnan on foreign investments in India. Link: https://balablogsdotcom.wordpress.com/2018/08/07/the-search-for-large-investments-by-funds/ Bala, great piece as usual. The problem here is more structural, in that we are a net importer by a huge margin. Usually, when imports and exports are balanced, the FOREX earnings from…Read more The Problem with India

Ujjivan SFB Financials

As promised at the start of the Ujjivan note series, here is the excel sheet, containing the financials and a few other relevant figures over the lifetime of this company. Ujjivan Financial Performance