Category Archives: Equity Schemes

Home Archive by category "Equity Schemes"

Where do investors go wrong?

The US-Israel-Iran war started some 6 odd weeks back, on the 28th of February. It was a lovely morning. Suddenly this monster which we had all imagined we had buried some 5 months prior to that, resurfaced. Although a large number were sure it was coming but the scale was a lot more than they [&hell...
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What do I do now??

As I write, the BSE SENSEX and the NIFTY 50 are down some 2.0 per cent. The USD is up to 93.40 versus the INR. President Trump is done with making his speech, which was much anticipated but left the worldwide audience with more questions and heightened fears. It is actually alarming that daily swing...
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Should I quit the markets now

In wars, there is nothing right. Only what is left!!! As I sit down to write this article, the clouds have gotten darker and definitely more ominous. But for those who are in the capital markets as well as everyone who is saving and investing, the situation is definitely more than alarming. The cons...
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2026: WHAT THE YEAR HOLDS FOR US

2025 Played out pretty much as I had thought it would. Flatish for the equity markets across the capitalisation band except small caps and an unexpected rally in precious metals. But was there a silver lining? You bet!! Inspite of a lot of money going out of the markets via the foreigner investors r...
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Sensex at 1,00,000:: Are we going into a sweet spot for investing?

Even as I pen my thoughts on the direction of the markets in the coming days after a year of flat performance, I see the markets are down sharply with the BSE SENSEX down by about 600 points and the NIFTY 50 by some 150. Essentially 83,500 in the level we are at currently. So […]...
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TIME CORRECTION:: The surprise element that erodes value.

The brain cells tick a little slowly during the Durga Pujo time and for me it certainly does tick a lot slowly than others. Blame it on the atmosphere or the passage of time. But this morning I went through a podcast that made me think. Mr. Aashish Somaiya the MD of Whiteoak Capital Asset […]...
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When responsibility exceeds duty, magic happens.

What can ₹2,000 really do for assuring the future newborn girl in a poor family? At first glance, not much. But in Bihar, that modest sum is being transformed into a tool of empowerment through one of the finest synergies between the state, a fund house and a deprived beneficiary – the Mukhi...
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Factor Investing: Now what is this new “thing”?

I remember when I started out in my career in fund management and my company, a joint venture between two giants, one global and one Indian, had a large number of very smart people coming in from mainly the mother lode – America.  Along with them, there was a trim set from Singapore. No matter [&...
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Direct Mode of Investment is DUMB!

Date First Published: January 18, 2018   The retailer is always seen as the money making Shylock, who has no scruples as long as it makes money FOR HIM – irrespective of businesses or products. Just think of the vegetable seller in times of onion crisis (which happens with a twice a year regu...
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The grand election festival is over. Let’s move on.

The grand nationwide jamboree lasting nearly 3 months is done and dusted. I, like many others have been glued to all kind of screens – the television, the office desktop, the laptop and the mobile and have consumed hours and hours of television and social media content. So has a large part of the ...
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