I had a long, funny and sometimes heated discussion with an equity analyst. Not that he is a great analyst – nor is he a bad one. However like most fund managers he believes ‘equity returns are a function of timing’. He says…’see if you had invested Rs. 100 in the index in 1980, it […]

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If you tell students in life you get what you deserve, or what you choose, they look at you like you are from Mars! Imagine a kid coming to me and saying ‘I want to be an equity analyst’ what should I do? Well the answer is simple – start collecting balance sheets and start […]

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