The government keeps talking about Inflation Indexed bonds – we are not clear when it will come. We have no clue as to how it will be structured in India. However this is how it should work if they do a cut and paste from the US – TIPS is the US product. Principally this […]

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Let us face it, when the market was at 15000 most media stories were how: a) people had lost lots of money in the equity markets, b) how fixed deposits and PPF had given better returns over 3 years c) why people should be scared of the equity markets. One good thing about the media […]

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    Set A: Statements we make: ‘Hdfc Top 200 is a fund which is DOING well….     Real estate prices ALWAYS GO UP in Mumbai……. Gold prices are GOING up….             Real estate prices are GOING up…. Equity markets are DOING BADLY….. We hear and make these statements, do we not? What we mean is ‘Last […]

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For students of Economics, there used to be a concept called ‘Free Market’. The USA was considered to be the home of free markets along with old democracies like France, UK, Japan and the like. Many economists believed that the Free Market was never born, but that is debatable. After much thought, searching and with […]

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A survey in the USA – the land where ‘Greed is Good’ was created and is defended – showed how people with MORE actually are NOT liking it. Just check what happens when you have more. It actually forces you to choose – whether it is shirts, pants, a big menu card, a coffee shop […]

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I have done a lot of articles on valuation in the past – and let me repeat, I am a old fashioned investor. I believe that I buy a share so that I can get CASH much more than what I outlay. I prefer seeing more cash up front (dividends) and not have to rely […]

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In 2008, GE was desperately calling the US Finance secretary to say ‘we are about to default’ AiG was bailed out so that Goldman Sachs could be saved AiG was paying its traders (hold your breath 30% of Revenue) for bringing deals, mind you not a %age of profits, but gross revenue JP Morgan, Morgan […]

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