Yearly Archives: 2015

Hibernate.

Equity investing is a discipline with attendant quirks and can be occupationally hassling.  Giving your very best doesn’t assure you of immediate outcomes. There are times when the best effort stays dormant without showing up anywhere. Investments in equity have a habit of hibernating. One simply has to dig in…

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 perched dangerously on a precipice and investors now fear the worst. Equity didn’t live up to what investors expect as a reasonable risk-reward. Commodities lost money for investors. Fixed income…

Calibrate Hope

The argument about how smaller companies have a greater ability to run faster has been floating around for the past year. This argument is finding strong retail investor backing. Hope is driving retail investors to pour money into the mid-cap space. Past performance is seemingly the driver. If mid-cap earnings…

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