a normally anti real estate guy saying this? was your first reaction, right? Well I have always said that opportunities come in all markets. You need to decide which market suits you, what you are comfortable with and whether you have the brains and strength to straddle all markets. Here I have a deal – […]
As usual, I do not have an answer. However I can lead you to the definition of “Irrational Exuberance”…I hope at least some of you know its association with Alan Greenspan! Well this is what it means: When all people believe that: • The reward will outweigh the risk • This time it will be […]
Never been a fan of big government…or of any kind of government. Surely one thing on which I agree with Ayn Rand… Not been a big fan of UIDAI either…and when I saw that they were nicely sitting in Tech organisations and collecting data for claiming ‘it is growing in popularity’ , the more I […]
When Gandhiji fought for independence….he really meant people should be independent of MANY things…not just from the English: From Disease and Illness: Gandhiji is the only person in the world who said ‘you should be ashamed to say you are ill…see what YOU have done to your body that YOU became ill’. I did not […]
I was so amused at a suggestion that Rs. 100 will be paid as a one time transaction cost for some select mutual fund agents, that I have no clue how to react. Yesterday 2 media companies wanted to know how it would work. I said I have no clue – will they pay Rs. […]
This morning I was watching television and an expert came…. He was asked what shares to buy…he said buy pharma. He then said buy GSK…. Then he was asked which shares one should NOT BUY…and he said: Do not buy Realty stocks, infrastructure stocks, auto, ….not sure what else..but auto, infra and realty were surely […]
Last week I spent some time with a friend evaluating his portfolio. Like many of my friends he had started his SIPs about 10-12 years ago and had done well in his investing, simply by being disciplined, not arguing too much and letting the compounding go on! However, his wife did not know too much […]