I am not even sure whether a conversation or strategy which some of us use should be part of this blog. However as an experiment here is a trend in some of our portfolios. I have no clue whether it will work in the future, it has worked in the past – say 20 months. […]
Famous words of Mr. R Subramaniam (Subhiksha, Subiksha fame) The problem is that Indian retail was doing too much, too soon. The kind of investments and expansion that Indian retail was attempting was unprecedented. We ourselves added 1,500-plus stores in under 24 months — even for a small store format, this would surely be a […]
There are many signals which are likely to confuse you about bear markets and bull markets. Unfortunately the market does not ‘pre-announce’ the start and stop of ‘bull’ and ‘bear’ markets. You need to look at signals – monetary, philosophical, psychology, and physiological! You could look at how people behave, what they say and what […]
Gold: buy or sell? Most mothers (in India for sure, internationally, I do not know) are telling their sons and daughters – Gold is far better than the shares that you have. In the last 1 year it has given 32% return vs. -45% in your shares, so buy gold. To most common people this […]