Category Archives: Investments

Home Archive by category "Investments"

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Prasunjit Mukherjee Business Plans, Business Services, Economic trends, Equity Schemes, Finance & Accounting, General economics, global finance, Investment Styles, Investments, mutualfundsahihayeTags: , , , , ,

FII buying: Is there a change happening????

Every decent sized capital market in the world depends on a few important factors viz. the health of that economy, the ease of cash flow, the governance systems in place in that country and of course how attractive it is to outside money (read Foreign Institutional Investors appetite – FII MONEY)....
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Prasunjit Mukherjee Business Plans, Business Services, conflict, Consumer interest, Finance & Accounting, General economics, global finance, Investing, Investment Styles, Investments, mutualfundsahihayeTags: , , , , , , , ,

Making money from calamities – or the absence of it!!!!

The rich have a habit of high-stake gambles for making money. This has demonstrated itself over time, many times. Be it buying and storing cigars – high value hand crafted Havana’s, or wine from select vineyards with known pedigree or art or watches or pens. Of course, all of the highest quality...
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Prasunjit Mukherjee Business Plans, conflict, Consumer interest, Equity Schemes, Investing, Investment Styles, Investments, warTags: , , , , ,

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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Prasunjit Mukherjee Business Plans, Business Services, Consumer interest, Economic trends, Equity Schemes, General economics, Investments, mutualfundsahihayeTags: , , , , ,

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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Prasunjit Mukherjee Business Services, Consumer interest, Equity Schemes, Funding Trends, General economics, Investing, Investment Styles, Investments, mutualfundsahihayeTags: , , , ,

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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Prasunjit Mukherjee Business Services, Competitive Research, Consumer interest, Economic trends, Equity Schemes, General economics, Investment Styles, Investments, mutualfundsahihayeTags: , , , ,

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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Prasunjit Mukherjee Consumer interest, Economic trends, Equity Schemes, Finance & Accounting, Investing, Investment Styles, Investments, mutualfundsahihaye, QualityTags: , , , , , ,

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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Prasunjit Mukherjee budget, Business Plans, Competitive Research, Consumer interest, Economic trends, General economics, global finance, Investment Styles, Investments, Mutual Fund Company, mutualfundsahihaye, reciprocal tariffs, TariffsTags: , , , , , , ,

Blunderiff by Trump

Liberation!!!! The word has more than a hint of romance. More than a whiff of history. More than a seed for literature. For a country that got independent in 1776, having a liberation moment and announced with all bells and whistles, 250 years after is definitely less American and more Confucian. An...
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Prasunjit Mukherjee Business Plans, Business Services, Consumer interest, Economic trends, Investing, Investment Styles, Investments, mutualfundsahihayeTags: , ,

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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Prasunjit Mukherjee budget, Business Services, Consumer interest, Economic trends, Funding Trends, General economics, Investing, Investments, mutualfundsahihayeTags: , , , , , ,

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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