Category: Equity

a few days back I did a story asking are Indian shares expensive – and I said please look at the American markets..they look cheaper. Similarly I have been a big critic of talking of a MARKET being high or… Read more

If I were Bill Gross, I would have done the same thing….When Bill Gross (the bond Guru?) took a stand that having a bull position in US Governement securities was not a sensible thing to do….I nodded.. He had a… Read more

Dharni with so much of volatility, is it worthwhile being in equities? You remember the Rs. 3 lakhs that I put in a fund about 4 years ago is up only about 12% – should I sell it and put… Read more

Writing one post on ‘why fundamental analysis is difficult?’ is a brave attempt! Very good chance that a few thousand people will call up and REFUTE (which is all right) and many many more may call in to say, there… Read more

Investment in turbulent times! The market has gone nowhere in the past 4 years. When your financial planner / relationship manager / advisor told you that equities are for the long run he/she also said ‘long run’ means more than… Read more

The term Bear Market is not easy to define. A loose consensus is when the market falls 20%, it is officially called a bear market. Let us say the market has fallen from 21000 to 17000, then it is a… Read more

Last week a media person asked me a very good question. I thought it deserved a detailed explanation. She said “The world has not seen such a turmoil ever. You can say keep investing in a SIP for 2-3-5 years,… Read more

I receive so much of advice these days on my inbox, that I would die if I read them all. So sorry I stick to a few people whom I can talk with, and reports I ignore. I do read… Read more

My neighbor of many years had about 900 shares of Hdfc (pre split) so now he should be having 4500 shares. His portfolio was not too great, but this share somehow he listened to me and held on from 1980… Read more

Most economists you meet or read tell you that the US problem is worse – much worse- than the Euro problem. Many of us think that the Americans have pushed the dollar too far and it has to fail. The… Read more