One person called me up last week and said “Subra I have been seeing my portfolio….I think I should get rid of all the bond funds, liquid funds et al…” When I asked her more..she said “I have been watching my portfolio and the debt funds are doing NOTHING. All my returns have come from […]

After the entry of SEBI in 1993/4 life has become easy for investors is what many people believe. I am of the old thought. The starting of screen based trading, the continuous media hounding, the ticker news, the zillions of websites have made TRADING easy, and has made Investment very difficult. In fact consuming news […]

Why can we not have a good Real estate mutual fund in India? Simply because the underlying market is not well organized. So I can buy a flat in Ahmedabad at Rs. 4500 a sq ft and in the adjoining road at Rs. 5500 a sft. from a different builder. I can do this in […]

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 […]