Time to Re-balance Assets
2008-2013. Indian investors have burnt themselves at almost every asset class they invested. We say almost because the carnage in real estate […]
The rain gods will rule.
Everybody knows it. Almost nobody does it. ‘Buy low Sell high’ wasn’t meant for the theorists. It was meant for just about everybody, […]
Bridge the faith deficit now
The Indian investor was once identified with conservatism and savvy. He would always buy when assets sold low. He stayed out of […]
The Interest Should Shift Soon
Conventional thinking says that the markets should go up when the Central bank, RBI drops interest rates. This belief stems from the […]
Time for voluntary asset churn
A weak rupee brought back fears of a widening CAD and high inflation. That virtually sealed hopes of a rate cut in […]
Sowing Time Ahead
Equity aversion has been a natural option for investors who punted on sunrise sectors in 2008 and got badly burnt. The irony […]
Be on course
Quick edit: Investment cycles are usually long and boring. Parallels to a long running soap opera aren’t out of place. One sees […]
The return of Equity
The week that was has served an important pointer. The story certainly got tough for the risk averse investor. The fall in […]
Freeze Your Strategy Now
The favorite pastime that most investors indulge in – index gazing. Investors spend months watching one number for that elusive signal. Often, […]
Crash your fears
Quick Edit: ‘The beast isn’t tamed yet’. The RBI governor said this in his own, long, pedantic style. The beast clearly is […]
Cracking the investment puzzle
2008 made most of us risk-averse. So, we thought the best way to steer clear from high risk was to stay off […]
Stitch it together in time
Quick edit: The newspapers of yore and the newspapers of the present offer readers a very different experience. The typical reader would […]