Category Archives: mutualfundsahihaye

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These issues make me nervous

I received quite a few WhatsApp messages on the direction of the market and the best markers there are. While the yield graph explanation was the most plausible and rational (and one that I am aware of), there were quite a few that were wacky but enticing. One was a very adult themed diagnostic mech...
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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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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 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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The Biggest Money Managers. The Biggest Money Management Cities.

Money surely makes the world go around. And this is clear from the way the lot of us keep on chasing it through every hour of the day and night that we live. But who are the biggest money managers in the world and to put an interesting twist, which are the specialist money management […]...
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The Current Account Deficit. Is it important any more for us?

We all keep on hearing of the Current Account Deficit close to budget time and then sometimes when we switch on the business channel. Most of us know what it is – a measurement of a country’s trade where the value of the goods and services it imports exceeds the value of the products it export...
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Wars, Elections and such irritants.

When was the last time you have seen a year go by without a war in some form or the other, in some scale or the other happening somewhere around the world. The famous political theorist, Francis Fukuyama, famously commented: the end of the Cold War marked “the end of history,” a triumph of ca...
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To equity or not to equity

As we come to the start of calendar 2024, it is time to take stock of the current state of the economy and what it holds for us moving forward. But before we delve into the subject let us take some time to describe the astonishing growth the year has given so far. The midcap […]...
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