Accelerating the pace of India’s defence research | ORF
https://www.orfonline.org/expert-speak/accelerating-the-pace-of-indias-defence-research/
https://www.orfonline.org/expert-speak/accelerating-the-pace-of-indias-defence-research/
ORF
Accelerating the pace of India’s defence research
The conflict in Ukraine, western tech sanctions on the Russian aerospace industry and the consequent Russian defence production.
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Most great investments begin in discomfort.
If I had to pick one line that found most profound in Howard Marks’ latest memo, it would be this.
The things most people feel good about – investments where the underlying premise is widely accepted, the recent performance has been positive, and the outlook is rosy – are unlikely to be available at bargain prices.
Rather, bargains are usually found among things that are controversial, that people are pessimistic about, and that have been performing badly of late.
Two safe bluechips stocks which I had recommended to be bought at lower prices are currently in such a quandary.
How should investors take advantage of the situation?
More on this in the July issue of StockSelect later today.
If I had to pick one line that found most profound in Howard Marks’ latest memo, it would be this.
The things most people feel good about – investments where the underlying premise is widely accepted, the recent performance has been positive, and the outlook is rosy – are unlikely to be available at bargain prices.
Rather, bargains are usually found among things that are controversial, that people are pessimistic about, and that have been performing badly of late.
Two safe bluechips stocks which I had recommended to be bought at lower prices are currently in such a quandary.
How should investors take advantage of the situation?
More on this in the July issue of StockSelect later today.
Equitymaster
StockSelect: Research on Indian Large Cap Stocks | Equitymaster
Get, Buy and Sell stock market recommendations on Large Cap Indian companies every week from Equitymaster. (The goal of StockSelect is to recommend some of the safest blue chip stocks that can not just help protect your downside risks, but also become the…
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Forwarded from Equitymaster
Kenneth Andrade on Building the Perfect Stock Portfolio
Most of us probably spend most of our time thinking about which stock could be a good bet.
And I think it would not be wrong to say that most spend hardly any time in actually "building a portfolio".
Well, if we knew that in the long run it's not only the individual picks that decide your overall portfolio performance but how you construct and manage your portfolio, you would allocate your time differently. Right?
My next guest on the Investor Hour - Kenneth Andrade, is a force to reckon with when it comes to building solid stock portfolios. And listening to him will help you kickstart your journey to building an even better portfolio of stocks for yourself.
Go ahead and watch the investor hour episode with Kenneth Andrade here...
Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd.
In case you missed our earlier episodes...be sure to watch these...
Marc Faber’s Amazing 50 Yr Investing Journey, His Take on Asset Allocation and on Modi's India
Saurabh Mukherjea on Investing, Life, Family and Fraud
Ramesh Damani on What Could Lead the Next Stock Market Rally
Ridham Desai on Long Term Investing and why he is Very Bullish on India
Happy learning!
Warm regards
Rahul
Most of us probably spend most of our time thinking about which stock could be a good bet.
And I think it would not be wrong to say that most spend hardly any time in actually "building a portfolio".
Well, if we knew that in the long run it's not only the individual picks that decide your overall portfolio performance but how you construct and manage your portfolio, you would allocate your time differently. Right?
My next guest on the Investor Hour - Kenneth Andrade, is a force to reckon with when it comes to building solid stock portfolios. And listening to him will help you kickstart your journey to building an even better portfolio of stocks for yourself.
Go ahead and watch the investor hour episode with Kenneth Andrade here...
Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd.
In case you missed our earlier episodes...be sure to watch these...
Marc Faber’s Amazing 50 Yr Investing Journey, His Take on Asset Allocation and on Modi's India
Saurabh Mukherjea on Investing, Life, Family and Fraud
Ramesh Damani on What Could Lead the Next Stock Market Rally
Ridham Desai on Long Term Investing and why he is Very Bullish on India
Happy learning!
Warm regards
Rahul
YouTube
Kenneth Andrade on Building the Perfect Stock Portfolio | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
Kenneth Andrade’s approach to stock picking can only be described as super rational.
Even more interesting than that is how he constructs his portfolio.
In a rather…
Kenneth Andrade’s approach to stock picking can only be described as super rational.
Even more interesting than that is how he constructs his portfolio.
In a rather…
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Amidst volatile markets, just tracking the P/E multiple can be misleading. Especially, if you are not aware where the earnings are headed.
This brings me to the indicator that I often use to judge the propensity of steep market correction.
It shows the profit margins of companies in the BSE 500 index over past 20 years.
How can the Forever Stocks tribe take advantage of such an indicator? Do find the details in the August issue of Forever Stocks in your mailbox today.
This brings me to the indicator that I often use to judge the propensity of steep market correction.
It shows the profit margins of companies in the BSE 500 index over past 20 years.
How can the Forever Stocks tribe take advantage of such an indicator? Do find the details in the August issue of Forever Stocks in your mailbox today.
Equitymaster
Forever Stocks | Equitymaster
Welcome to Forever Stocks, Tanushree Banerjee's long-term stock recommendation service.
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Forwarded from Equitymaster
Profit Hunter - Why I'm Not Recommending Titan Despite its 1,200% Profit Growth
Titan's steep profits this quarter and the accompanying sectoral trend warrant caution.
http://www.eqtm.in/b3HMt
Titan's steep profits this quarter and the accompanying sectoral trend warrant caution.
http://www.eqtm.in/b3HMt
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Forwarded from Equitymaster
Profit Hunter - This is Why Defence Stocks are Potential Multibaggers
Over time, there will be barely any PSU monopolies in Indian defence sector.
http://www.eqtm.in/c5MBx
Over time, there will be barely any PSU monopolies in Indian defence sector.
http://www.eqtm.in/c5MBx
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Next 10 Yrs Belong to this Sector… Potential 33x Growth...
We rarely get to see this kind of growth these days.
It’s a potential 33x opportunity by 2030.
The next 10 years belong to this one sector.
As per our research, this could be one of the fastest-growing sectors of the stock market by 2030… and possibly even beyond.
If you’re an investor, then you simply cannot ignore this sector today.
Otherwise, you could be leaving a lot of money on the table.
We’re going to reveal everything about this mega opportunity at my upcoming special event… including details of 3 stocks to ride this potential 33x opportunity.
You can click the link below to get all the details…
http://www.eqtm.in/j6BDb
We rarely get to see this kind of growth these days.
It’s a potential 33x opportunity by 2030.
The next 10 years belong to this one sector.
As per our research, this could be one of the fastest-growing sectors of the stock market by 2030… and possibly even beyond.
If you’re an investor, then you simply cannot ignore this sector today.
Otherwise, you could be leaving a lot of money on the table.
We’re going to reveal everything about this mega opportunity at my upcoming special event… including details of 3 stocks to ride this potential 33x opportunity.
You can click the link below to get all the details…
http://www.eqtm.in/j6BDb
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Forwarded from Equitymaster
The recent stock market rally is...
Final Results
47%
The start of a new bull market
32%
Just a bear market rally
21%
Can't say
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3 Next-Generation Defence Stocks
Potential 33x Opportunity by 2030
This decade belongs to defence stocks.
We are staring at a potential 33x opportunity by 2030.
But it is absolutely important that you choose the right defence stocks to ride this opportunity.
We’ve already identified 3 next-generation defence stocks for you…
These companies are into developing cutting-edge military technologies where we’re seeing a huge potential.
If you’re a serious investor, then you should not miss these 3 stocks for anything.
You can click the link below for full details…
http://www.eqtm.in/j6BDb
Potential 33x Opportunity by 2030
This decade belongs to defence stocks.
We are staring at a potential 33x opportunity by 2030.
But it is absolutely important that you choose the right defence stocks to ride this opportunity.
We’ve already identified 3 next-generation defence stocks for you…
These companies are into developing cutting-edge military technologies where we’re seeing a huge potential.
If you’re a serious investor, then you should not miss these 3 stocks for anything.
You can click the link below for full details…
http://www.eqtm.in/j6BDb
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Revealing Today at 5pm
A Potential 33x Opportunity in Defence
Today, at 5pm sharp, I will go LIVE with our special event – War Profits.
At the event, I am going to reveal a mega opportunity in defence.
It’s a potential 33x opportunity by 2030.
I’ve already identified 3 next-generation defence stocks to ride this mega opportunity.
Join me today at 5pm to get all the details.
Click here for full details
http://www.eqtm.in/j6BDb
A Potential 33x Opportunity in Defence
Today, at 5pm sharp, I will go LIVE with our special event – War Profits.
At the event, I am going to reveal a mega opportunity in defence.
It’s a potential 33x opportunity by 2030.
I’ve already identified 3 next-generation defence stocks to ride this mega opportunity.
Join me today at 5pm to get all the details.
Click here for full details
http://www.eqtm.in/j6BDb
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Hitting The Bullseye! BrahMos Looks To Outdo US Harpoon Missiles To Win Lucrative ASEAN, M.East Deals
https://eurasiantimes.com/brahmos-looks-to-outdo-us-harpoon-missiles-deals/
https://eurasiantimes.com/brahmos-looks-to-outdo-us-harpoon-missiles-deals/
Latest Asian, Middle-East, EurAsian, Indian News
Hitting The Bullseye! BrahMos Looks To Outdo US Harpoon Missiles To Win Lucrative ASEAN, M.East Deals
BrahMos is among the best-performing in the class of air-breathing supersonic cruise missiles and Indonesia, Philipines, Vietnam, Malaysia
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3 Stocks for Bulletproof Returns in a Decade - Profit Hunter by Equitymaster
https://www.equitymaster.com/profit-hunter/detail.asp?date=08/22/2022&story=1&title=3-Stocks-for-Bulletproof-Returns-in-a-Decade
https://www.equitymaster.com/profit-hunter/detail.asp?date=08/22/2022&story=1&title=3-Stocks-for-Bulletproof-Returns-in-a-Decade
Equitymaster
3 Stocks for Bulletproof Returns in a Decade - Profit Hunter by Equitymaster
There are just a handful of wealth creating defence companies.
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A milestone in India's defence history that long term investors cannot ignore https://www.fortuneindia.com/macro/india-joins-league-of-nations-capable-of-making-huge-aircraft-carriers/109502
Fortuneindia
India joins league of nations capable of making huge aircraft carriers
INS Vikrant, built at a cost of ₹20,000 cr by Cochin Shipyard, is 262-metre long, 62-metre wide and weighs 45,000 tonne.
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Forwarded from Equitymaster
Profit Hunter - The Best Long Term Tech Stock
If data is the new oil, stocks of this critical resource are a must have.
http://www.eqtm.in/Yz5e4
If data is the new oil, stocks of this critical resource are a must have.
http://www.eqtm.in/Yz5e4
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With this agreement Google cements its Make in India plans. Such megatrends offer long term visibility to investors looking for sustainable ideas in Indian tech innovation space. https://economictimes.indiatimes.com/industry/cons-products/electronics/dixon-tech-signs-agreement-with-google-to-sub-license-rights-relating-to-android/articleshow/93996707.cms
The Economic Times
Dixon Tech signs agreement with Google to sub-license rights relating to Android
Dixon Technologies (India) on Monday said that it has signed an agreement with Google to sub-license rights relating to Android and Google TV and has become the first contract manufacturer in India to do so.
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Revealing Today at 5pm
A Potential 33x Opportunity in Defence
Today, at 5pm sharp, I will go LIVE with our special event – War Profits.
At the event, I am going to reveal a mega opportunity in defence.
It’s a potential 33x opportunity by 2030.
I’ve already identified 3 next-generation defence stocks to ride this mega opportunity.
Join me today at 5pm to get all the details.
Click here for full details
http://www.eqtm.in/y5B6C
A Potential 33x Opportunity in Defence
Today, at 5pm sharp, I will go LIVE with our special event – War Profits.
At the event, I am going to reveal a mega opportunity in defence.
It’s a potential 33x opportunity by 2030.
I’ve already identified 3 next-generation defence stocks to ride this mega opportunity.
Join me today at 5pm to get all the details.
Click here for full details
http://www.eqtm.in/y5B6C
Google-backed technology company 'Nothing' will manufacture all smartphones that it will sell in India locally https://www.outlookindia.com/business/nothing-to-manufacture-smartphone-in-india-to-meet-domestic-demand-news-202059
https://www.outlookindia.com/
Nothing To Manufacture Smartphone In India To Meet Domestic Demand
Nothing's new smartphone
Forwarded from Equitymaster
Quick question. Are you...
Final Results
41%
Buying Stocks
35%
Waiting for lower levels
11%
Selling Stocks
13%
Undecided
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