Let’s face it – Infosys in cricketing parlance is more like a Rahul Dravid or Dhoni and is not like Kohli or Ashwin. It is a spent force and there is very little juice left. It will have to do gimmicks like bonus and buy back simply because it does not have anything imaginative to […]
As a small shareholder should you be ‘responsible’ for what the company does? Are you morally responsible for all farmer suicides if you are a shareholder of Monsanto? Are you ‘responsible’ for all the cancer caused by ITC? Or should you stop enjoying Haldirams product because the owner was suspected and tried for murder? Should […]
Is it all right to compare mutual funds based on performance? Fair question? Or unfair? Let us say we compare Hdfc Prudence fund and Icici Prudential balanced advantage fund. Fair comparison? And what does the past performance tell us? Is that useful? What if Hdfc Prudence had kept 83% in equity and I Pru bal […]
I can claim to be a veteran in the MF industry, but seriously I do not know the internal working of a MF. I know some simple things – they have products (ok these days they like to call it a solution), they have processes, and they need somebody to take it to the end […]
Let us look at the American markets instead of looking at the Indian markets. The American media has as much noise as the Indian market and they have some amazing stories – many wrong. When you read the media stories, you need to have an amazing ability to read between the lines. If you do […]
The Year was 1999 end. A bunch of us had a NSE equity membership. Lucky not to have a WDM, but had a equity membership and we were making decent money. However, we realized that we were running a boutique, and now was the time of the mass players. We knew we could not match […]
Success is not so difficult, but eludes many a businessman. The more ‘educated’ the more difficult to do business…here my summary… Not reviewing finances regularly: Shocked? I know one entrepreneur who does not understand cash flow, marginal costing, fixed costs, ..he just does not. Pretends to understand, deals with investors, banks, etc. but has zero […]