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Page 1: Source: Bloomberg, World bank; All numbers in local currency; Nominal GDP … Investing... · 2019. 1. 7. · Source: Bloomberg, World bank; All numbers in local currency; Nominal
Page 2: Source: Bloomberg, World bank; All numbers in local currency; Nominal GDP … Investing... · 2019. 1. 7. · Source: Bloomberg, World bank; All numbers in local currency; Nominal

Source: Bloomberg, World bank; All numbers in local currency; Nominal GDP growth: 20 years growth based on current local currency unit, Equity market growth: 20 years growth of Shanghai Composite Index in local currency. All data as on 31st Dec 2017. Past performance may or may not be sustained in future.

Page 3: Source: Bloomberg, World bank; All numbers in local currency; Nominal GDP … Investing... · 2019. 1. 7. · Source: Bloomberg, World bank; All numbers in local currency; Nominal

Globally only 4% of all the listed stocks have been able to stay alive and

beat the basic risk-free rate. Rest of the companies have either got de-listed

or merged with another company or underperformed the risk-free rate.

This observation is over a 90-years period.

Source: Prof Hendrik Bessembinder Arizona State, Above data is over 90 years period. Past performance may or may not be sustained in future.

Over the last 20 years, only 14% of the Indian listed companies could give 25%+ returns or superior profit growth.

Source: Motilal Oswal Research, Past performance may or may not be sustained in future.

Data since twenty years ending 31st Dec 2017.

Page 4: Source: Bloomberg, World bank; All numbers in local currency; Nominal GDP … Investing... · 2019. 1. 7. · Source: Bloomberg, World bank; All numbers in local currency; Nominal

Our investment choices are determined by what is happening around us.

Investors tend to time the market by trying to find the sweet spots

during market movements.

(Data since twenty years ending 31st Dec 2014) (Data since fifteen years ending 31st March 2018)

Page 5: Source: Bloomberg, World bank; All numbers in local currency; Nominal GDP … Investing... · 2019. 1. 7. · Source: Bloomberg, World bank; All numbers in local currency; Nominal
Page 6: Source: Bloomberg, World bank; All numbers in local currency; Nominal GDP … Investing... · 2019. 1. 7. · Source: Bloomberg, World bank; All numbers in local currency; Nominal
Page 7: Source: Bloomberg, World bank; All numbers in local currency; Nominal GDP … Investing... · 2019. 1. 7. · Source: Bloomberg, World bank; All numbers in local currency; Nominal