For those of you who do not use what is parroting – it is repeating some cliche statements without understanding what it means. It also includes those statements which some of them may have no clue what it means. Let us take some statements which I hear…and some which are on the media: 1. Sir […]

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I have nothing new to say..but surely this group is starved of ‘income’ and therefore cash flow. The markets especially equity markets love cash flow and certain cash flows at that. If certainty and cash flows are missing, the p/e takes a hammering…so the market capitalisation of the group is down…from great heights reached. Ok […]

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What is tactical asset allocation? How is it even relevant for die hard BULLS like me who are 70% in equities in a down market and 97% in equities in a bull market? Well Tactical Asset Allocation happens when you pull out some money from equity assets and keep that money in other asset classes […]

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A lot of the money that I handle directly (family only) and some people who claim to listen to me (I have no clue where they buy, whether they buy, or whether they have sold)…are bleeding because of these shares: Allied Digital (-67%), Arvind Products (-54%), Brand House (-34%), Crest Animation (-49%), Jupiter Bio (-39%), […]

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Pessimism about the markets? Well no. Not really, but can see some dark clouds: – the government’s inability to control inflation – MMS acting like a rubber stamp for the Lady in White – Commodity prices – including crude of course -Interest rates HAVE TO GO UP to compensate for inflation. Sadly Indian population not […]

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If you hear words like crashed, crumbled, fallen, broken the precarious levels of 5300, Telecom shares crashed on the arrest of…, Reacted downwards sharply, All indices are in the red, … you can be sure that the market fell by 240 points. Is 240 a big number when the index is 18000? hell, no. However […]

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Many people deal with kids in a way that they think they do not understand money…This is very funny and sad. Let us run a checklist on what your kids are learning: – Do your kids realize that everything costs money? The domestic servant, the driver, electricity, using a house (rent), banking, investing – NOTHING […]

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