For all those people who think that doing business in India is worthwhile because we are an inexpensive destination, please think again. Let us go to the basics of Economics: there are 4 factors of production needed for an enterprise – land, labour, capital, and entrepreneurship. Land: by no stretch of imagination is land cheap […]
In 2007 many people had a lot of funds in equities….in 2013 Indians do not have too much money in equities. So to that extent 2013 does not look like 2007! When will the retail Indians come to the equity market? Difficult to say. The retail investor is scared of the equity markets (not understanding, […]
Typically, the advise given is ‘do not be sentimental about your investments’. People also ask me ‘Tell me some shares like shares in your portfolio – like Gillette, Colgate, Hero Honda, LnT, Tata Power, EiD parry,….et al which I can also buy and forget for a long period of time. Hey investing is NOT about […]
There is nothing called a ‘Buy and Hold’. Repeat. There is nothing called a Buy and Hold in portfolio management. Whether it is a Warren Buffet, Peter Lynch, Vallabh Bhansali, Chetan Parikh, …..what sounds like B and H is actually active management. They buy shares and then follow the company through out its journey. In […]
i have a core portfolio – and a small trading portfolio. The amount allocated to the trading portfolio has not changed in the past 4-5 years. Take a bow, Ratan Tata, Tata Motors back to the Jewel position in your crown… In the recent past i had added Tata Motors (dvr), Cholamandalam Investment, Divis […]