What is the point in seeing the P/E ratio and P/BV ratio? the ONLY truth is the P (Price) We do not know how far Earnings are true and how far the Book Value is true. So when these numbers are thrown at you you really need to ask what is the PRICE TO TRUTH […]

Read More →

read what MF critic has to say… read on…. http://mfcritic.blogspot.in/2017/01/the-mother-of-all-predictions.html

Read More →

The Dow Jones is at 22k – a real high so you think the small investor is flocking to the market, right? Wrong. The small investor is pulling money OUT of the shares portfolio and is busy buying bonds – remember the US yields may be rising, but still gives very poor returns. Why this […]

Read More →

The IFA as referred to in this article has an AUM less than Rs. 50 crore and in MF parlance a ‘small IFA’ . This article does not apply to the big IFA who have more than Rs. 250 crores AUM and can get any AMC to bend any rule to accomodate them. Let us […]

Read More →

We are still in the caveman’s times. So we are worried about whether we will live. When we see sugar and carbs we stuff ourselves – it is fat and survival. So we eat sugar…to make sure we have enough energy to run when a wild animal chases us. Now come to the markets. We […]

Read More →

Whenever I meet, plan or invest money for a CEO, head of learning, or Head of HR, or CFO, they tell me 2 things: I wish I had met you earlier My employees should at least know about all this asap Once upon a time I used to take it seriously and make follow up […]

Read More →

here is what I wrote 4 years ago when markets were jittery and worried about what it will do… What to do in equity markets, NOW?     What to do in equity markets, NOW?

Read More →