Towards a Capital Allocation Framework!

[Ansh_Gupta]

Hi,
Maybe you’ll find the following thread useful as per your queries

Market Meltdown, the Virus, and our Actionables

Hi guys This is how I think about the situation : To me, there are 3 kind of bear markets Structural – Country and hence GDP is in decline. Inflation could be increasing dramatically, policies could be weak and the justice system probably flawed. Obviously, It is best to avoid investing in such countries Cyclical – This happens when the leverage in the system is extremely high and a situation of over supply is created through mindless capex. This was the situation in 2009. Usually Sensex…