People keep asking me ‘Have the markets bottomed out?’ To me the answer is NO. I am not saying that you should wait for the bottom – I have my shopping list and have already bought some shares, but no… Read more
My lessons in equity….
Reader: Sir is Hindalco a good company? Dharni: Yes, of course. R: Good i bought it at Rs. 240. S: Hmm good. What is the price of the share now? R: Such a good company sir, I thought you would… Read more
Insurance policy surrender, MF or equity exit…
Whenever people ask me ‘I have made this investment (life insurance policy, mutual fund, equity shares, house -does not matter) – should I keep it or should I sell it? Immediately they tell me the cost….paid Rs. 6L premium for… Read more
Indian markets are expensive!?
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
Fund Manager mistakes?
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
Time to sell all equity shares!
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
Why fundamental analysis is difficult?
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
How to invest in turbulent times…
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
Yes it is a bear Market: what to do?
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
Why will equity markets go up?
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