New Delhi: Despite underperformance from most of his picks, seasoned investor Vijay Kedia stayed put in majority of them. His stake remained unchanged in at least nine stocks. Out of 11 stocks in his portfolio, six have delivered negative returns in the last 12 months. Among remaining five, only two have been able to turn … Read more
NEW DELHI: Ace value investor Vijay Kedia bought stake in Talbros Automotive Components, a maker of auto parts, during the December quarter, data shared by the company on BSE showed. Another value investor Dolly Khanna, who already owns a small stake, increased her stake in the company as well. Amid the emerging electric vehicle (EV) … Read more
Neither the Evergrande crisis nor the Federal Reserve meeting could stop Dalal Street bulls last week to lead the market to a new high. However, the rising inflation risk and withdrawal of ultra-easy monetary policy by global central banks may trigger a sharp rise in bond yields which can cause risk assets to correct sharply, … Read more
NEW DELHI: The Sensex’s longest weekly gaining streak since 2009 came to an end last Friday as the 30-pack index crashed 1.5 per cent on Friday. While the bulls disappeared quickly on Dalal Street after Sensex travelled all the way to 50,000, Twitter remained abuzz with celebration memes, nostalgia on Sensex’s journey in the last … Read more
I am always looking for the next disruptive story, says the Founder and MD, Kedia Securities. When you invest in a company, on an average you invest for a minimum of three to five years and sometimes beyond five years. The stocks that you are buying now, are they bought for the long haul?Whenever I … Read more