Lets face it, we have no clue about the equity markets, at least about Indian equity markets. Many people think that because there was no great activity in 2015, markets have to be up in 2016. I do not agree with that logic. Let us look at what is happening at the ground level. Many […]
We have always measured success in the speed of growth and never in terms of sustainable growth. When you chase growth there is a tendency to destroy the planet in which we live. However, today I am seeing people in their late 20s and early 30s who are : concerned about cleanliness concerned about government […]
Most of the portfolios that I have seen do not have commodities in their portfolio. I am talking of about 50-60 people in the region of US $ 5 million and above. If they have gold it is for consumption (Jewellery, mostly for the women of the house). I have been a non believer of […]
When dealing with macros I struggle for numbers that not everybody tracks. Let us talk of cars. I have met many people now in their 30s who are STILL using their 6-8 year old SMALL CARS. These are rich kids who can easily buy a Honda City if not a Toyota. What is the reason […]
We are a race that has rewarded the go getter, right? So everybody wants to project himself as a decisive person. So in case of uncertainty. So we are confident in our fund picking, our stock picking, picking the school / college for ourselves or for our children etc. We do not like to share […]
other than the Author page and a couple of other regular pages..these are the top 5 posts which have been read MORE than 10000 times either by the same people or by new people…not sure about the calculation..hence the caveat… This article written in 2012 still gets many hits…and I think it is in line […]
I actually do not know, and I do not watch enough of the ticker channels to know what they are saying, but may I guess please? at these levels it is a great buying opportunity the Indian investor is coming in with SIP money so expect another 6 billion US $ from them this year […]