Friends – I am back after my son’s wedding that kept me busy for the past four months. With the markets going up post Pulwama attack –there is a renewed urgency to look at stocks where there is still some …
I know it is never a good idea to write about the future – there is a 50% chance that I will be wrong. But as an investor, I live by prediciting the future. If my prediction is right, I …
The IL&FS default, the Crude oil prices, the Rupee depreciation, the Trump’s America first approach – all these forces have hit Indian markets and hence your portfolio right now. Your portfolio has likely wiped-off all gains made in 2018 and …
Many of us, who have a weekend home, know that it comes with costs. It needs a care taker – there are no common amenities (like a pool) and managing it is a lot of work. Eventually we realise that …
Friends –markets are volatile due to rupee depreciation, crude oil prices and newer trade barriers being erected by US. But India’s consumption story is still playing out. People are not reducing their petrol consumption. Neither are they are reducing their …
The mutual fund industry has gone through a GST kind of moment in the past six months, where SEBI has enforced rules for categorisation and rationalisation of MF schemes. In October 2017, SEBI released a new set of rules for …
Friends, Here is one stock idea that I am acting on right now. We all know that, in India, the airlines industry is going through an extremely fast paced expansion. All our airports need additional capacity – Indians are flying …
Being the son of an army officer and having grown up in spacious britishbangalows in cantonments in the 70’s and 80’s, I have always dreamt of having a weekend house with large gardens, away from the hustle and bustle of …