CAGR Insights is a weekly newsletter full of insights from around the world of web.
| Index | 14-Jun-24 | 07-Jun-24 | Change |
| Nifty 50 | 23,466 | 23,290 | 0.75% |
| Nifty 500 | 22,214 | 21,764 | 2.07% |
| Nifty Midcap 50 | 15,524 | 14,952 | 3.82% |
| Nifty Smallcap 100 | 18,044 | 17,216 | 4.81% |
Chart Ki Baat
Source: NSE Market Pulse
Here’s the list of curated readings for you this week:
Personal Finance
- Exploring Alternative Investments: Do You Need Them to Build Wealth?: A Luxury, Not a Necessity”: The ultra-wealthy often invest significantly in alternative assets like private equity and real estate, but they may not be essential for wealth creation. Read here
- Lessons from the Court: Roger Federer’s Inspiring Commencement Speech: Roger Federer, an honorary doctorate recipient from Dartmouth, shared his tennis career lessons, emphasizing hard work, a life beyond the court, and urged graduates to embody Dartmouth’s culture and support. Watch here
Investing
- BoB Research Q4FY24 Corporate Performance: Sectoral Highlights and Trends: The Q4FY24 BoB Research report shows strong growth in banks, finance, and auto sectors, robust hospitality demand, but weak performance in chemicals and crude oil sectors. Read here
- Fake Peers Plague Asia’s Family Office Sector Amid Growth: The Asian family office sector is grappling with a rise in fraudulent “peers” who misrepresent their roles, despite efforts to vet newcomers due to its secretive nature and wealth allure. Read here
- Reflections on the Psychological Challenges of Stock Picking and Investing: This passage reflects on the personal and psychological challenges of stock picking, highlighting the emotional rollercoaster investors face when deciding whether to hold winners or sell losers. Read here
- Exploring the Dynamics and Potential of the Co-Working Sector: Insights from NJ Marate: NJ Marate, known for his expertise in investing and now a promoter of a co-working space business called Bootstart, provided insights into the co-working sector. Watch here
- Navigating Market Volatility and Liquidity: Insights from Narin, CIO of ICC Provential AMC: In a recent discussion with Narin, Executive Director and CIO at ICC Provential AMC, the focus was on navigating the current market dynamics characterized by fluctuating emotions and significant liquidity influx. Watch here
- Insights into Howard Marks’ Investment Philosophy and Career Journey: Howard Marks, co-founder of Oaktree Capital and renowned investor, shared his journey into finance, initially sparked by a love for accounting due to its logical and symmetrical nature. Watch here
Economy
- Prohibition’s Persistent Appeal Despite Historical Failures and Socioeconomic Costs: Despite historical failures and negative consequences, prohibition is gaining traction as an electoral strategy in India. States like Madhya Pradesh, Rajasthan, and Chhattisgarh are considering it to attract voters. Read here
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That’s it from our side. Have a great weekend ahead!
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The content of this newsletter is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information outlined in this newsletter unless mentioned explicitly. The writer may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated in this newsletter.
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