Blog | ValueQuest Investment Advisors

Microfinance in India – Can the dream run continue?

PART I: GLOBAL MICROFINANCE INDUSTRY by Pranav Mehta, Senior Analyst Size of the industry *GLP: Gross Loan Portfolio Source: MIXMarket, Media articles Global microfinance industry growing at ~15% Latin America is the most developed microfinance market in the world, with most organizations having graduated to individual lending too. South Asia accounts for ~56% of active […]

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Are Indian IT outsourcing companies expensively valued?

Indian Technology sector has been one of the best performing sector in Indian market. TCS, which is the largest market cap company in India has been a 7x-bagger over last 5 years.  Can the sector possibly delivery absolute returns even from here? Is the sector overvalued? Is the re-rating of the sector complete? We believe not!! […]

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about this blog

While many have an intuitive understanding of the term 'value', it's deeper meaning is often only vaguely comprehended. Value of a stock, investment or any other item lies not in the price at which it is quoted but in the profits, benefits, cash flows and utility you derive from it over a period of time. Lots of glaring mis-pricings exist in the markets. This blog is an attempt to point out such discrepancies. Please note just because value exists in a stock or an idea, it does not automatically lead to gains being realised. It is only a starting point to do further research and see if the conditions are right for value creation. This is our Quest for Value.

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disclaimer

Companies mentioned in the blog are covered by the analysts at various brokerage firms that issue reports & estimates have been taken from their reports.  Please note that any opinions, estimates or forecasts regarding the performance, company management, competitors, forecasts made by these analysts are theirs alone and do not represent opinions, estimates or forecasts of ValueQuest or its management. This is not a solicitation to buy or sell any stock. Please consult your financial advisor before buying or selling any stock.

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