Hibernate
Equity investing is a discipline with attendant quirks and can be occupationally hassling. Giving your very best doesn’t assure you of immediate […]
Time to revisit risk
Indian investors have had an uneventful investment year in 2015. None of the asset classes did well. Gold disappointed badly. Property seems […]
Waiting for a Fed rate hike.
Prediction is a risky business. Often, a prediction going wrong can endanger reputations built over lifetimes. Yet, most of the investment world’s […]
Value Preparedness
A month of incessant rains tend to dampens one’s mood. When the rains culminate in the century’s worst floods, one tends to […]
The wait for reforms
Tax reforms in India are never easy. Resistance comes from all corners. In a country where the tax adherent lot is a […]
Modi’s Lagaan moment
India’s economic recovery seems to be an uphill climb. Two battles are being fought at the same time. The slowdown in the […]
The opportunity lies in boredom.
There are times when you simply buy. There are times when you have to hold on and do nothing. There are times […]
Development wins, Anyway.
What happens now to the development agenda? This is the only concern of the stock markets. Election outcomes are always seen by […]
Time Corrections Aren’t Forever.
Results season inevitably become a question hour. Instead of getting worked up about the questions let us try and find some answers. […]
Calibrate Hope
The argument about how smaller companies have a greater ability to run faster has been floating around for the past year. This […]
Think Hard. Invest slow.
Investing in an uptrend is usually very different from investing in a slowdown. An uptrend usually does not give you the […]
For every dream, there must be a plan.
When you sit down and calculate how much money you will need after a decade to send your young daughter to study overseas, the realization dawns on you that a wide […]