Who wrote this article?

CM Team, Capitalmind's research team.

What topics does this article cover?

Saturday Coffee, What we are Reading

What does the "🔆 Saturday Coffee Newsletter" section say?

Market Overview: Top Indices & Asset Classes Good Reads: 5 good reads on investing & finance Off the Chart: India Vs the World Pop Quiz: Answer and win a cool prize!

What does the "What we are reading 📝" section say?

What makes Warren and Charlie so different? Read: Investing's Big Blindspot. In The Little Book of Behavioral Investing, James Montier covers the many ways we’re our own worst enemy when it comes to investing.Read: How to Stop Being Your Own Worst Enemy It seems obvious to so many that interest rates drive the value trade. However, it’s not nearly that simple, and mostly it’s just not true. Read: Is Value Just an Interest Rate Bet? With recession forecasted in many economies this year or next, distressed situations will be an important source of deals for prospective investors. Read: Distress Investing: A Tale of Two Case Studies Here are five ways to modify behaviour with the aim of improving long-term outcomes. Read: Five strategies to match your investing to your behaviour

[Newsletter] Market Overview, Nikkei breaks out & 5 Good Reads

Nifty 50 is up 14% over the year and like most of the rallies, this is a rally of disbelief as well. Crude is now around $76 a barrel which is a cool 35% lower than last year. These levels are good for curbing our domestic inflation and making a case for lower interest rates.

27 May 2023CM Team2 min read

Quick Facts

What is "[Newsletter] Market Overview, Nikkei breaks out & 5 Good Reads" about?: Nifty 50 is up 14% over the year and like most of the rallies, this is a rally of disbelief as well. Crude is now around $76 a barrel which is a cool 35% lower than last year. These levels are good for curbing our domestic inflation and making a case for lower interest rates.
What category is this article in?: General
Who wrote this article?: CM Team, Capitalmind's research team.
When was this article published?: Published 27 May 2023.
How long does this article take to read?: 2 min read
What topics does this article cover?: Saturday Coffee, What we are Reading
What does the "🔆 Saturday Coffee Newsletter" section say?: Market Overview: Top Indices & Asset Classes Good Reads: 5 good reads on investing & finance Off the Chart: India Vs the World Pop Quiz: Answer and win a cool prize!
What does the "What’s up with markets? 📉📈" section say?: Last week, in this newsletter, we wrote "Next week may be volatile due to the withdrawal of 2000 rs notes..", well - nothing happened. This was a very boring, tight ranged week where the market continued its journey towards its all time high.
What does the "India Vs the World ⭐" section say?: India is having its moment amongst the world indices as Nifty 50 is the second highest gainer over the past 1 year, seconded only by Japan's Nikkei. Interestingly, Japan's Nikkei is breaking out after 33 years (excluding dividends) and is finally crossing some pretty ancient levels. Morgan Housel writes about performance of Nikkei Vs S&P 500 from a very long term context - read here.
What does the "What we are reading 📝" section say?: What makes Warren and Charlie so different? Read: Investing's Big Blindspot. In The Little Book of Behavioral Investing, James Montier covers the many ways we’re our own worst enemy when it comes to investing.Read: How to Stop Being Your Own Worst Enemy It seems obvious to so many that interest rates drive the value trade. However, it’s not nearly that simple, and mostly it’s just not true. Read: Is Value Just an Interest Rate Bet? With recession forecasted in many economies this year or next, distressed situations will be an important source of deals for prospective investors. Read: Distress Investing: A Tale of Two Case Studies Here are five ways to modify behaviour with the aim of improving long-term outcomes. Read: Five strategies to match your investing to your behaviour

Market Overview: Top Indices & Asset Classes
Good Reads: 5 good reads on investing & finance
Off the Chart: India Vs the World
Pop Quiz: Answer and win a cool prize!

What’s up with markets? 📉📈

Last week, in this newsletter, we wrote “Next week may be volatile due to the withdrawal of 2000 rs notes..”, well - nothing happened. This was a very boring, tight ranged week where the market continued its journey towards its all time high.

Almost everything was up this week, except Financial Services companies. Last week it was realty stocks that were top gainers and this week its the metals. Cyclicals, it seems, are having an “apna time aayega” moment. Well, a bull market in that sense accommodates a lot of sectors.

India Vs the World ⭐

India is having its moment amongst the world indices as Nifty 50 is the second highest gainer over the past 1 year, seconded only by Japan’s Nikkei. Interestingly, Japan’s Nikkei is breaking out after 33 years (excluding dividends) and is finally crossing some pretty ancient levels. Morgan Housel writes about performance of Nikkei Vs S&P 500 from a very long term context - read here.

What we are reading 📝

What makes Warren and Charlie so different? Read: Investing’s Big Blindspot.
In The Little Book of Behavioral Investing, James Montier covers the many ways we’re our own worst enemy when it comes to investing.Read: How to Stop Being Your Own Worst Enemy
It seems obvious to so many that interest rates drive the value trade. However, it’s not nearly that simple, and mostly it’s just not true. Read: Is Value Just an Interest Rate Bet?
With recession forecasted in many economies this year or next, distressed situations will be an important source of deals for prospective investors. Read: Distress Investing: A Tale of Two Case Studies
Here are five ways to modify behaviour with the aim of improving long-term outcomes. Read: Five strategies to match your investing to your behaviour

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