Tag Archives: Valuation

Getting carried away

Way back in 2007, a good friend of mine called me to ask me to check out a company by name Jindal SouthWest Holdings Ltd. He said that he had heard from some one that it had quite a nice … Continue reading

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Are US Markets Over-valued

One of the constant thesis I hear about US Markets is that they are way over-valued (and hence should fall anytime soon). This mantra is accompanied by a chart of the long term cyclically adjusted price earnings chart (CAPE), with … Continue reading

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Nifty Performance vs. PE Ratio

One of the key numbers I look at regularly is the PE ratio of Nifty to have a idea as to the valuation Nifty currently commands and whether markets are cheap, expensive or neither of the two. For quite some … Continue reading

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Are the markets expensive

With Nifty rising by nearly 23% from the low registered in late August, the question on top of the mind is whether markets are way over-valued compared to historical values. One way to measure valuation is by PE and here … Continue reading

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