Quick edit: A sub $90 pricing for crude oil. Just what the deficit warriors ordered. The trajectory of India’s economic recovery is set to change. The turnaround moment in India’s economic battles could be just now. If oil prices stay soft, we could definitely see inflation thaw, deficits narrow, business…
“The challenge in life is knowing what’s next.”– Walter Schloss. Quick edit: Calibration is not a word often associated with equity investing. Yet, calibration remains the essential tool in every serious investor’s toolkit. Knowing what to buy is one thing. Many investors know their winning ideas quite well. Yet, they…
“What makes the desert beautiful is that somewhere it hides a well.” Invest speak: The commodity super cycle played itself out over the past decade putting the user businesses under severe stress. Margins of commodity user industries experienced a sustained squeeze as businesses struggled under the load of rising interest…
“Success is 20% Skills and 80% strategy.”- Jim Rohn Quick Edit: America’s QE is not just the world’s worry. It is the uncertainty that the world is trying to decipher. What will happen when QE ends? Doomsayers like to believe that QE will take US growth down with it. The…
The market has a mind of its own. It won’t go down because investors want it to. So what if you missed the Modi rally in the Indian markets? Most investors did not buy before the results. Few were prepared for the big move. And, those who did buy after…
“Most people never run far enough on their first wind to find out they’ve got a second. -William James” When the S&P 500 hits 2000 and an emerging market like India doesn’t even notice it, that is a wake-up moment for us. Global liquidity is still higher than it…
“Discipline is the bridge between goals and accomplishment”- Jim Rohn Investing is a boring business. We need to carry enormous patience along if our investment journey must meet its milestones and reach the end destination. Our impatience often makes us do things that hurt our investment outcome. Investing needs to…
Time, patience & money are the tripods of sensible, intelligent investing. “India’s tryst with destiny” has been a work in progress from the times of its first public proponent, Pt. Nehru. We have been very slow in moving to make our destiny. Several so called exercises in democracy have almost…
“If you do not know how to care for money, money will stay away from you.” – Robert Kiyosaki. Investors love the idea of thinking big. Everybody dreams of making that one investment that takes their wealth into the stratosphere. That big idea is an elusive one for most investors.…
It’s a long and winding road from skepticism to euphoria. We are at a time when investor’s are wondering which way different asset classes will move? Crossroads is the perfect word. Will equity sustain the rise? Can real estate prices rebound? Is gold showing the strength to recover? The investor…
The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions. –Seth Klarman Do you think you missed the bus this time? This one is for you. Actually, the stock market bus is a shuttle service. If you missed this…
Staying ahead of the curve is what separates the smart investor from the herd. The indices are near their all time high. The budget is behind us. The customary euphoria and disappointment played out before the market returned to business. Buying seems the principal focus of investors. Years of avoiding…