Last week a media person asked me a very good question. I thought it deserved a detailed explanation. She said “The world has not seen such a turmoil ever. You can say keep investing in a SIP for 2-3-5 years, but where is the evidence that with so much of volatility, for equities to do […]
Which is the highest rated debt paper in the world? Well it is AAA. However a country does not get its debt paper rated. When I ask my class ‘why does a country not get its debt rated?’ I normally get a wrong answer….well not normally it is always! Let us see why sovereign […]
Reader: Sir is Hindalco a good company? Subramoney: Yes, of course. R: Good i bought it at Rs. 240. S: Hmm good. What is the price of the share now? R: Such a good company sir, I thought you would know the price! It is Rs. 174 now…(not sure about the date – a few […]
One important part of portfolio management is to have self confidence. What I mean is if you have a good company in your portfolio, do not think it is a bad share :). ‘Ghar ki murgi daal barabar’ becomes a reality even while you are handling a portfolio. If say I have 1000 shares of […]
Every time a person looks at his / her portfolio there is likely to be some regret: In Dec 2008 you wished you were more into cash and in 2009 you wished you were more into stocks. However one thing is certain – the most disliked asset gives very good returns..depending on how you look […]