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It’s a well known fact that markets are cyclical and similarly there’s cyclicality in credit markets as well and I believe there’s some correlation in the two. Recently read a very good description of credit cycle in “The most important thing illuminated” by Howard Marks and tried applying the same to the Indian markets. Before discussing further, let’s first look at the credit cycle itself: Good times: During good times the economy moves into a period of prosperity. Providers of…

Recently we released our latest Investment Stock pick for all our premium members and would like to share with you details on the same. Our latest pick is basically a consumer product company that has witnessed sweeping positive changes over the last few years. We like the company on several fronts including its product profile, the customers it serves, operational changes brought over the last few years, expansion and modernization of production facilities, strong operating performance with decent cash flows and good…