Many people have asked me – do you trade? and the answer has always been – ‘kind of’. I am convinced that you can build a kind of permanent portfolio – but you need to be thick skinned, and deaf to all the noise around you. I have been told by many well wishers that […]
Whenever the receptionist in our office wears a pink dupatta, equity markets go up by at least 50 points. I have no clue whether you would buy shares based on something like this. However, now I am being offered shares of Talwalkar (the fitness people) priced at a price-earning ratio of 44. The logic? Subra, […]
How do you know when is the market in a bull phase and when in a bear phase? Well it is surely difficult to know during the phase itself – only at the end of the run do you realize whether it was a bull run or a bear run. However there are some signals […]