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When we look at the Indian stock market today:
It is the most expensive emerging market on a price-to-earnings ratio. It’s been in the top two for a while now It has been significantly underperforming the broader emerging market index in 2019 Volatility has risen significantly in the last 3 months even as the market has been range-bound When we look at everything occurring in the world right now, I can only think of how many ways things can go wrong for markets in India and make a mockery of this valuation.
We’d vacationed in Coorg at the beginning of the month. One of the highlights of the trip was a visit to the beautiful Kwality Estate, a working coffee plantation. The plantation is large, varied, well planned and incredibly beautiful. The pictures in the AirBnb link do not do it justice; you have to be on site to feel its impact. The estate even has its own stream and mini-waterfall! We will return to stay someday; ideally in a large group.
If you’ve read my previous entry on this topic, you’ll know I’m a big fan of habits. Charles Duhigg’s book offered a lot of background and detail on why habits worked, but more than once, I was found wishing that he had more practical advice in his book.
I came upon James Clear’s Atomic Habits tearing up the non-fiction charts and my interest was piqued. I loved the book so much that I’ve picked up the audiobook version as well.
The parliamentary election process in India goes on for over a month in different phases across the country.
Last Thursday was ours in Bangalore. Our offices had given us the day off. The booths are crowded in the mornings, so we had a leisurely start to the day, had lunch, then took off to the booth to vote.
My daughter had come with us the last time, for the local elections.