Podcast Transcript Every portfolio often needs validation. Our ideas are constructed in a particular context and we find that soon thereafter the market context changes dramatically. My own experience from previous bull runs is what comes to mind. When we come out of a bull market, we tend to think…
Hi , I invest in stocks . I study businesses and scout around for good ones to put my money on’. The moment I am introduced I can see different reactions in people. Somehow, the stock market has this unique ability to make people reactive. In 1990, when I chose…
You have just finished doing 50 pushups and your trainer being ruthless orders another 50. Drenched in sweat and exhausted you don’t think you can do take one step further, leave alone do more push ups. But your trainer will not take “NO” for an answer. He keeps at it…
The influx of FII money into India doesnt seem like ebbing. The index is close to 6200 at the time of writing. As you read this , the markets may well be trading at an all time high. You must be wondering what you should do in the stock markets.…
The markets have a way of catching us on the wrong foot. When you see magazine covers boldly printing a headline – Sensex @ 12000, we see the index rising in the subsequent weeks. As an investor, we will end up feeling left out if we stay in cash in…