have you noticed?

how many of you have noticed that the Sensex and the Nifty may have gone nowhere in the past few weeks…but I have seen some explosive growth in: Cholamandalam Finance, EID Parry, Carborundum Universal, Tata Motors, Cummins…. just an observation and back patting myself…. PS: i MAY  have a trading position in these shares too… [...]

The worst year for the markets?

If you were not around to see the -46% of 1993, but were around to see 2008, then 2011 would have looked quite bad. Seeing your portfolio shrink by 25% (worse if you did not have Bharti, but had more of Reliance!!)…and if you were a $ investor, it was worse. Including the 19% fall [...]

Sensex in 2012

  The Sensex may have given 19% returns over 33 years, however it may not have given 19% in any particular year! This is fairly simple – the standard deviation is quite high, and good years are followed by bad years. Simple. In the year 2011 the sensex’s performance looks bad because of the poor [...]

Index at 14000 or 12000?

  It is always easy to predict – especially if you have nothing at stake! The world is today very worried about the Euro problem – because it is much bigger than the US problem. In fact the situation is so bad, that US has even decided to teach Europe about coping with the crisis…LOL. [...]

Brilliant but useless advice:

When appearing on television or when at a party where you do not want to be impolite what is the best advice to give? Let me first define best advice: if you hear it in 2000, 2010 or 2020 it should sound correct the regulator should not find it offensive it should not talk about [...]

Investment Killers…

So sad we do not have a Dalbar (an US based research firm that compares returns of stock and bond markets with those of individual investors) research on Indian investor returns! Just released in the US it has 2 startling facts: Over the last 20 year period the Standard& Poor Index returned an annualized gain [...]