One of the rare journos who does his homework well has written about ILFS..but no it does not contain any of the murky, sordid facts about ILFS…but still read on https://www.livemint.com/Money/Ur5twTIq4UWg46Kg3ULohO/ILFS-Somebody-has-to-catch-this-falling-knife-soon.html  

I just wrote about my biases…and here are somethings which I had written earlier…     Me and my biases… My Investment Rules

When are an investor and with a reading and ‘intellectual’ arrogance, you end up having some problems! You need a comprehensive plan to counter them. This article is partly autobiographical and part learning from friends who are far better than me. What are the biases…and how to counter them? Bracketing oneself: If you have read […]

What a title! What is exactly called a click bait….this title was just for pulling you here. Actually the markets fell about 1100 points and recovered 900 points….and this is what finally the picture looked like: Yesterday (21 Sep 2018) The S&P BSE Sensex  closed 279 points lower at 36, 841 while the Nifty50 ended 91 […]

Yesterday I saw Hawkins cookers offering 10.25% p.a. I like Hawkins – it was a company where I made a first fixed in 1975! Of course it has rewarded us as shareholders…but now I am digressing! If you are a SIP investor, you should NOT READ THIS POST. A view on the Macro is completely […]

Sebi has once again shown its penchant for micro managing. It is amazing how despite its track record of not achieving its stated objectives, Sebi does not give up micro managing. It is the job of the regulator to make rules and make sure that the rules are adhered to. For example ICC has a […]

When you are doing asset allocation, estimating time horizon is very important. Most people coming to meet me start by saying “Well, I am 54 years of age…insecure about my job and even in a regular scenario, I will retire at 58 years of age ..so I do not have a LONG time horizon”. Or […]