Archive for the 'Commodity' Category
I am not getting into whether you should buy gold or not buy gold. There are enough people on both sides. I am on the side of Warren Buffet, and the only gold I have is what has been gifted to me either at the time of my marriage or somebody else’s marriage. Here is [...]
August 27th, 2011 | Posted in Commodity | 13 Comments
There are some loose cannon balls out there at the regulators place who are hell bent on letting blood flow… The mutual fund industry in India was anyway a top 8 cities, institutional phenomena. However the retail portion was serviced by a huge army of advisers and employees of AMCs. You should meet the Indian [...]
September 10th, 2010 | Posted in Commodity, Financial education, Financial planner, Uncategorized | No Comments
There are many comments and emails asking me why I am against gold and against real estate. Well I am not against gold, and neither against real estate. However what do you call a market which is completely dependent on new investors bringing their fresh money. Well some people call it a Ponzi scheme. I [...]
May 30th, 2010 | Posted in Commodity, Investing, Real Estate | 11 Comments
It is that time of the year when everybody is buying gold. Or at least the guys who are selling gold think customers should be buying gold. If you are in a Hindu country – not by constitution but by sheer numbers – you will be pushed into thinking everybody is buying gold. My wife [...]
May 16th, 2010 | Posted in Commodity | 1 Comment
http://www.subramoney.com/book-written-by-me/ A few days ago I wrote a post saying why I sold most of my shares in a south based sugar company. It was scary when Rahul Gandhi said – some of the losses have to be borne by the mills if the farmers have to benefit. Politicians can keep prices very different from [...]
January 15th, 2010 | Posted in Commodity | No Comments
The easiest way to protect a portfolio from inflation is to buy assets that will benefit from inflation. Below are a few of them. Gold Gold is seen as a classic inflation hedge. However in India over the last 30 years it has not been a good hedge against inflation. Another issue with gold is [...]
January 12th, 2010 | Posted in Commodity | 1 Comment