Curated reads for February 29, 2020
Nearly a year back, we shared an article on how credit markets provide better clues than equity markets about where the economy is heading. As a follow-up, we suggest you read this article as it lists 19 signals, that range from fundamental to sentimental, which suggests when stocks are near bear market territory. Over the past 50 years, these indicators have held true when 80% of them have been triggered. Read more
At Tamohara, we are firm believers that Time in the Market works better than timing the market. Michael Batnick of Ritholz Wealth Management explores whether better returns can be achieved by buying on dips. Read more
DID YOU KNOW?
Did You Know: High end luxury items such as bags from Balenciaga and Helmut Lang, shoes from Nordstrom are modelled after mundane and banal items such as trash bags and duct tape. Similarly, within India, we saw Patanjali blitz the market with its ‘local and natural’ portfolio that found acceptance among both the masses and premium consumers. Let’s explore this phenomenon further. Read more
Did You Know: The Apple Watch outsold the entire Swiss watch industry in 2019. And while one could argue this is an apples to oranges comparison, the fact remains that smartwatches are replacing wristwatches. Let's find out more. Read more