Category Archives: Investing

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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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Durga Pujo. What an idea Sirjee!!!!!!

  When does faith make sense. So much sense that it appeals across generations. So much sense that it appeals across multiple religious dispensation. So much sense that it cuts across income groups. And it affects not only a state in the country but a very large swathe of it. It is not only a [...
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Can Crude be at 30-35 USD per barrel

India’s biggest agony – or so we learn from the numerous media mentions – is OIL. Specifically crude. Every time a small war or a big skirmish takes place, near or far, the mandarins at the various government departments shake in their designer socks and pass on the nerves to us, via the vario...
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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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Should we be invested in Small Caps and Midcaps?????

There is a fair amount of “garam hawa” blowing on how the small cap segment specifically and maybe the mid cap segment too could be under “extra stress” and maybe in the next decade or so there is no upside possible. This has led to a clamour amongst investors that exposures in these two cat...
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Madam Finance Minister……

Madam, congratulations on becoming the Finance Minister with the continuous maximum number of Budgets presented in the Parliament in India. I am sure the record will hold for a long, long time. During your tenure madam, there has been a number of pain points that you have had to deal with. Political...
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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 Rapid Rise of Interest Rates

Date first published: August 29, 2018 So, the mandarins in the Reserve Bank of India (RBI) met and took a decision on the interest rates. And the decision was to raise interest rates. Base interest rates are of two kinds – the Repo and the Reverse Repo. The Repo is the interest rate charged by [&h...
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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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