Either I am a completely outdated, antique piece who doesn’t get it, or I may be a very calm composed person. I tend to give myself a positive spin with a benefit of doubt thinking it is the latter, but I suspect the former is perhaps closer to the truth. The last week has seen me pose … Read more
“Indians have a love hate relationship with stock markets” said the CEO of the Bombay Stock Exchange a few months back. And he goes on to add “We have a market that is not safe for investors to a large extent.” Further he adds “Only 2% of India i.e. 20-25 Million people invest in shares … Read more
“What’s up? Where have you been?” asked Swami, when we finally met after a long gap over coffee last weekend. It was indeed a long time since we had met our broker friend Jigneshbhai. “So many things have happened, and you have disappeared!” Swami repeated while sipping his coffee. Our broker friend had a sly … Read more
While the world and capital markets lament the slowing growth of China, it is easy to forget that – in the last 37 years – maybe from 1979-80 or so – China grew consistently at a rate of growth that got jobs for a significant proportion of their young labour force and pulled many families … Read more
“What should we do now?” asked Swami, as my broker friend Jigneshbhai sipped his coffee when we had our first meet of the New Year this weekend. “Now that markets are back to their levels before our PM Modi came in, all my long term investment plans seem to be back to square one. So … Read more
And for a Saturday, a few stray thoughts and a few general observations and a few points of view (all my own work): Like the past week has been great. After my book got published, there have been a number of new visitors and new followers to this blog. All I want to say is … Read more
“As if all the fixed deposits and mutual funds and shares and gold funds weren’t enough, I also have to think about this gold deposits now” complained Swami, as we met this weekend over our customary cup of coffee. He looked at my broker friend Jigneshbhai, and asked “So should I invest in this new … Read more
What causes ‘something’ and what action to take to either prevent or make that ‘something’ happen has been the curious question that has led to major scientific discoveries and philosophical theories. But these are based on painstaking research in a closed environment and a focused approach for years. In recent years, the promise to solve … Read more
“I have learned that the capacity to endure boredom without looking for excitement is one of the foremost requirements to succeed in investing” said my broker friend Jigneshbhai as we sipped our coffee last weekend. We were meeting after a long time and my broker friend was reading from a speech he had heard in … Read more