A few fund managers are visibly making statements like ‘this is a great time to be investing in equities…because equities are low’. Not true. If you do not know which equity share to buy (or which fund manager to back) ….you may end up buying real expensive stocks which are currently booming. If you are […]
Well none of us know what next…but let us look at the crystal ball: – we are at 16,200 on the sensex as I write this post. Do not rule out a 25% jump in about 12 months time – which is more than 3 years yield in the debt market. – we all knew […]
Recently I have been inundated by mails, sms, calls asking for the head of a person who had done a story on how FD returns were better than equity returns over a 20 year period. Now doing data driven stories in India is JUST NOT POSSIBLE. Not possible at all. Why this sweeping statement? Simply […]
The term Bear Market is not easy to define. A loose consensus is when the market falls 20%, it is officially called a bear market. Let us say the market has fallen from 21000 to 17000, then it is a bear market. However, just hold on, life is not so simple! Too many pundits and […]
We saw how your brain makes you do things which are bad for you as an investor….let us see how to combat it. Importantly, read these aloud and repeat it a zillion times, maybe everyday before you even SEE your portfolio: 1. I will invest in education much before I invest in the markets: Nothing […]
It is funny how many people want to get returns far (the operating word is far) greater than the index! Over a 54 year period my father has got a return greater than 14% p.a. in Hindalco. This is not good, it is great. The two important things are ‘r’ the rate of return and […]
Not sure whether I started the trend…but a few days ago I asked this question. In fact I am not even convinced that I should have dematted my dad’s Tisco, Telco, Coromandel fertilisers, Colgate, …etc. but that is done. Clearly I did it because I saw it was way to easy to demateralise shares of […]