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Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
- Why Lakshmi stays only three generations? She is Chanchal—restless, leaving those driven by greed or short-term thinking. Families globally with multi-generation wealth follow these lessons: 1) Family first. 2) Discipline and smart work. 3) Budgeting. 4) Respect every sum. This Diwali, focus on values that let wealth endure across generations.
- Valuation is context-dependent: Nifty P/E history 1990–2025 shows rallies can start at low or high P/E. Key points: 1993–94 & 2003–04: rallies from 15–17× (undervalued), 2009 & 2014: rallies from 18–20× (slightly above mean), 2020: P/E spiked to 40 despite market rebound, 2025: P/E ~22, supporting early accumulation ahead of next uptrend. Cyclically adjusted P/E (CAPE) oscillated 15–33 since 1993. Liquidity, earnings recovery, and reforms, not P/E alone, drive rallies. Weekly cup-and-handle pattern supports this. Latest Nifty P/E: 22.7.
- Optimist + Pessimist = Balanced investing. Best companies blend aggressive & conservative strategies: save like a pessimist, invest like an optimist. Investors thrive by acting pessimistic in greed mode, optimistic in fear, and focusing on cash flow conversion to identify compounding winners. Bill Gates: “You can only be an optimist long-term if pessimistic enough to survive short-term”.
- Silver FOMO played out via reel media: 1) Stock stories hyped. 2) Upper circuit moves. 3) Forced buying. 4) Artificial shortages. 5) ETFs halted by MFs. Retail investors got trapped by noise. ETFs are down 6–7% from highs—better opportunities may come. Avoid FOMO; wait for clear setups.
- China Q3 2025 data shows slowdown: GDP rose 4.8% y/y vs 5.2%, retail sales 3% reflecting weak demand, industrial production 6.5% driven by exports, fixed asset investment -0.5% hit by property slump, unemployment 5.2%. Growth slows on property woes & trade risks, industrial strength offers support; more stimulus likely
