If you are an Investor in the developed markets, what should your strategy for investing be? Well here is an attempt to tell them what to do: 1. The share of the Emerging Markets in the World Economy is increasing, and increasing at a fast rate. It is therefore imperative for investors in the […]
First of all, I hate predicting – especially if it is about the future! Having said that it is necessary to look at some of the over optimism that is there in the market and at some of the problems too. So today let us look at the issues: A stagnating Europe and USA will […]
Copying is very difficult especially if you want to be the first! How can you copy from the second best and be first? So that makes copying difficult. However you could take parts of many and look original…then you need not defend your copying! Warren Buffet made most of his money by staying and investing […]
Diversification Financial Planner: A diversified portfolio lowers your risk. Reaction should be: Diversification won’t always save you – and you need more of it than you think. Your financial planner has to understand diversification across asset classes, geographies, business houses, industries, time horizons, etc. Not all financial planners are equipped to evaluate and advice on […]
Most financial planners and personal portfolio managers are questioning their basic assumption of asset allocation. In the year 2008 asset allocation failed. This of course is their conclusion based on a set of data. Data is accurate but the conclusion seems to be a little flawed. In the years from 2002 to 2007 (when Mr. […]
Recession, slow down, pessimism about the Indian economy (of course because of the recession in the U.S. economy) are words that become common place in local lingo! Everybody and his aunty is now convinced that the Sensex will touch 5000 very soon, and the last place to be investing now is the equity markets. […]
Why should you know Nagnath’s view on the market? When the whole world was pessimistic about India he predicted huge cash inflows. I may not be too wrong if I say that he predicted the bull run in 2002, not in 2008! He always has a balanced view and gives excellent quotes and views to […]