Lets go back to 1800 USA. We could have argued that he is a good ‘slave-lord’ – he does not beat the slaves and does not sexually exploit the female slaves. Or to say ‘he is a bad slave lord he does not give the slaves enough to eat. Actually the whole argument is flawed, […]

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talking mutual funds with Avni of ETNow… https://www.facebook.com/etnow/videos/1692653527442853/

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It becomes some kind of a challenge talking to the kids of successful parents. The old ‘tricks’ – if you may allow me to call it – will not work. Let me take a case. There is a 23 year old girl who is about to finish her MbA from a top school and take […]

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Not sure whether I should have called it an Idfc Movie or an Amol Gupte movie. Who Amol? Yes the same guy who made Taare zameen par and the Idfc movie ‘One Idiot’. Sequels have a tough time living up to the expectations. I had no expectation when I watched One Idiot (see here.http://www.subramoney.com/2013/01/one-idiot-a-nice-movie/). Let […]

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Say you are an employee earning Rs. 1 crore and Rs. 2L is going to your EPF account, now you have a choice of putting more in EPF or starting an NPS account which one should you choose? Well, it depends! Let us assume you have a Rs. 5 crore equity portfolio and a Rs. […]

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One of the worst things you can hear about the markets is “its different this time” – because every boom is followed by a bust. It is the same things that keep appearing again and again in a different form. What is different this time? The equity market boom is hugely contributed to by the […]

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Mutual funds have this odd old habit of pushing investors to invest in equities. Sure we are a country with poor equity penetration and must be encouraged. However most of the CXOs of the MF industry keep forgetting that the last link is always weak. In any sales the last link is not so well […]

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