Tag Archives: investment

Home Posts tagged "investment"

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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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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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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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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There is nothing right about war, only what is left.

Making sense of the conflicts and the Markets

It is the season to feel a bit lost for most of us in West Bengal and for many others all over the world. Our favourite daughter had come home with her children and she left us to return to her own house and her husband in the hills. A bit of a respite from […]...
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Asset Allocation: The magic mantra

Markets rise and markets fall. Industries and sectors come and go out of focus and attention. Hot shot companies and their share prices see insane growth and then loose it all while some other “new” favourite hogs all the limelight. The stock markets look like a super crazy place where even more...
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