Ten Common Investment Strategies and Why They May Not Work _ Business Today

8/12/2019 Ten Common Investment Strategies and Why They May Not Work _ Business Today

1/21


2/21

.

B I . "H,

. ,

," G. D

.

B ,

. H ? I

? A, , ?

D , K ,

' . "O

,"

.

P, , A

M,

. F,

. ,

. ,

'

.

, ,

'

.

B

. A B,

K, , "I

. H .

M . ."

K K, , , "

. B ."

B A M, L, '

. A , M

MP L, .

H . " , ( ) (

>25% )," .

.

"O 45+

," K .

"B

. I


3/21

."

O , K ,

"I , ." I

.

.

: , ,

30%

.

: A . . EP,

. F , EP

.

,

. F , P I

2009, EP 5.41 ( 2004) 28.36,

39% . 874 31 D 2009

5,878 28 F 2014; EP 100 . A ,

EP 36%.

21 30% 200611, 200712

200813.

A . B ,

, . P , ,

. A ICA, EP 0.15 2004

26.31 ( 191% ). A , EP . I 2012 2013,

EP ( 36.99 171.06, ). I

, .

"


4/21

. A

," G A. H

.

H,

. I

.

A D I F: "I

, ."


5/21

:

: B G

, PE, . I , ' A', G PE

16 " ."

O , , PE


6/21

, .

B P/E G

,

.

A BE 4,000 , 239

PE 8 16

F 28.

" PE .

I

PE . I

PE

,

.

,"

G, , IDBI

C.

B . F

, , FMCG, , PE 20

. . F

, , 10.

", PE ,

PE," P AMC.

PE . . I ,

.

L PE . PE

. H,

PE

, . ,

PE .

K , "I , I

PE . B

, I PE ."


7/21

: , ,

,

,

.

: MNC I . B

.

MNC I

. E B I,

, ,

25% .

A P I

90% . H, 30%

BE 75% 45

M A 2013. " . O

," P AMC.

E .

MNC .

"I

," K . H ,

. I ,

, . B , '

. H

1520% .

MNC

, , I

.

MNC. F , CN MNC

, 15 , N .


8/21

D L, , L C A, , " MNC

.

. MNC , ,

G P, HL ."

B , P AMC,

MNC. "

." A ,

, ' .

A, .

. "D

, ," G A.

I MNC

. "F ,

, ,

, G P, ,

."


9/21

: ' .

: C .


10/21

. I .

I 2008, P G M J P , "I

I F F".

B' B H.

B' . D

, 10.75% &P 500 .

.

I I, J. 1% (

1% ).

J J

J. I ,

J. ,

J.

2013, J

A2 M &

E . 80%

56 10 . H

A F

J 2013 J 2013

J 2013

D 2013

450 580. B '

.

A ,

. G

A , "

I. O

. ."

"I I ,

.

. ." H ,

13F . 13F

$100 . I 45. A 13F 1% . H,

.

, :

? A, , ?

.

B .


11/21

: , ,

, , ,

.: . I BE 100 , 26

FII M 2013. O ,

A 2013 F 2014. , M

D 2012, 34 FII . O ,

13 201213.

F , FII P C 24.54%

M 2013 24.78%, 25.05% 26.03% J,

D 2013. H, , 17%

95.8 A 1 79.45 F 26 .

L, J

A . 38% 41.90 1 A 2013

F 28 . FII 22.77% M 2013

27.41 D 2013.

FII DII

. P P, , ICICI, , "I FII

. I ,

FII/DII

."

" , . H, FII

,

, ." H, , ,

.

D, , E C,

.

"O


12/21

FII' . ,

," P A M.


13/21


14/21


15/21

:

. ,

, ,

, ' '.

: ,

. ,

.

.

M , IPO,

. C , , ,

A P M, '

.

IPO.

L

. F , 2007, , 100

IPO. . E

(241%), A (214%), E (182%) M P

(118%).

, 2008 & 2011, H, P O

. I 2008, 50% IPO

, 2005 12% IPO

. I 2005, 42%. I 2008 2011, 110% 25%,

.

. M

. .

IPO ,

.

F , CAE IPO D 2012 750 .

40.98 . 923.95, 23%

. , ICA IPO M 2007 330

. 75 .

797.6, 140% .

H, . P IPO

F 2008 450 . 73 . H, 17% .

E IPO . A

,

. F , PE , , P/B, ,

,

.

, , LKP , , "A IPO

, ,


16/21

."

G A IPO .

'

, .


17/21

:

52

52 .


18/21

: C

" " " ". A

, 52

; ,

. I

, .

H, , .

B . A , 3075%

D 2013.

K, , , E F

, , "

. H, 52 ,

. A 52

."

M

52

.

.

"A

52

.

. I

,

," K.

G, ,

, K B, ,

"F,

/ 52 /.

. I

52 , ."

F , H (HL) 52 2010

300 10 . I . 100%

718.90 J 2013. I M, 555.

, ICL 52 2010 140 . O

M 4, 11.06.

"I 57% 52 . I

,

20% . O

," K E F .


19/21

:

.

:

. F , C

E & ,

12


20/21


21/21

Documents

Ten Common Investment Strategies and Why They May Not Work _ Business Today