Investment Checklist by Balakrishnan R

Generally keep away from companies if there are some issues like: - Promoter holding below 30% - Continious diversifications or acquisitions - Professional managed with no owner and high ESOPs - Accounting policies that are aggresive - Lack of free cash flow - hard to find in a finance company - Huge divergence from industry …

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RJ Exclusive Summary

- 2018 will be the year of consolidation for markets - IBC, GST will benefit the indian economy - Believe BJP will form the govt in 2019 - Look at specific opportunities, not at sectors - Flow of local money into the market is just the beginning - Domestic flows are the best indicator of …

Howard Marks: This is a time for caution

Billionaire investor Howard Marks things the market's current valuation if "lofty". Marks, who called the financial crisis, just told his clients in a note that now is "a time for caution". The investment expert advised that his clients move into lower-risk investments. Mark did emphasize that he isn't exactly sure when a correction will happen, …