Wishing you and your entire family, a very Happy New Year. May 2025, bring in the best of health & happiness for you and your loved ones. As for prosperity, we at BuckSpeak will continue to be responsible for (at least some of) it :-).
I look forward to the financial year ends. That’s a time, me, and our analytics team at BuckSpeak go down a few rabbit holes, to dig relevant insights. The small and mid-cap rally in equities was almost crazy this financial year. You can go through
“I probably trust the answers that come out of ChatGPT the least of anybody on Earth.” — Sam Altman, CEO of ChatGPT-maker OpenAI, remarks at a forum in India, June 8, 2023. I was looking for quotes from 2023, that could perhaps encapsulate the year. I
FY 2022-23 was a year of ‘accumulation’ (reminded me of 2018-19). Corporate profits grew, Equity markets didn’t and hence valuations became reasonable. This meant, we could buy more for the same investment. Sometimes Investing can be that simple!!! This is the kind of year, we
Another financial year comes to an end. It has been an amazing year for the financialization of household savings in this country. Despite volatility in the global markets, India has relatively done better (though I would have preferred Indian equities to go down more ).