Many people keep wondering why the ‘poor’ retail investor does not come to the equity markets. Well there are many reasons, but here are some of the reasons that I have heard. Some from people with over Rs. 150 crores networth and some from people who think equity markets are gambling dens. 1. Poor corporate […]

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Risk in mutual fund investing comes from: a) not knowing what you are buying b) not understanding standard deviation of the instrument c) not understanding that the past performance is completely useless for knowing what will happen in the future. Let us take just one ‘type’ of fund: The Gilt Fund. All asset management companies […]

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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, […]

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HA ha….most of you know where this question will head right? The latest documents from the Fed reveal that they did not understand what is happening in the Economy. I always knew it – and those following me on FB know my views about the regulators in general and Fed in particular. For a momentary […]

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If you are a Value Investor – one of the best times to be buying is when everybody is writing you off. So if the power failure in north India was bad, you should have seen the coverage by the international press! They made it look like..OMG this country wants to be a super power? […]

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