Many people (sadly including CIOs of mutual funds and life insurance companies) think that 2-3 year schemes in equity makes sense. Hence a rash of close ended mutual fund schemes, and almost none doing well – except by a timing… Read more
Author: Admin
Value Investing is not so easy
When people get fancy degrees in investing, they get trapped in jargon. Luckily for me I got into investing before I had any degree. Let us look at some of the jargon. Value Investing vs Growth Investing: All investing is… Read more
Investment Experience learning…
Some of my learning from investing: 1.If your family is not risk oriented / risk understanding it is difficult for you to invest / trade in equities. 2.Investing maybe a part time activity, but equity trading is a full time… Read more
What to look for in a company…
Many a times I have been asked what to look for in a company before you decide to buy a share. Let me tell you what I was asked to do by an FII running an International Blue chip fund…. Read more
Life of an equity analyst
I can assure you life as an equity analyst is not easy. It was not easy in the 1980s when I was starting life and it is not easy now. The kind of expectation that we put on an analyst… Read more
My holy grail of investing
Trying to talk to wannabe investors is getting very difficult. People come with a pretty bruised life. They have lost money in options, they have lost a lot of money in trading, they have a ‘portfolio’ which is really a… Read more
Equity market advisory…
I am not a big advocate of stock market advisory. Just too much about stock market investing has to be LEARNT and very little can be taught. There is too much of common sense. Some of it looks like it… Read more
Why Equity markets out perform Bond markets? Part 1
Bond traders and Equity traders are so different! When you meet the two of them in different groups, you wonder how a CIO handles both these animals! Most myths around the world are that ‘Bond traders’ are smarter than their… Read more
Sir John Templeton’s Investment rules 3 and 4
No.3 REMAIN FLEXIBLE AND OPEN-MINDED ABOUT TYPES OF INVESTMENT Investing is very difficult because most of us lack the discipline to do asset allocation SCIENTIFICALLY. On a random basis we do some asset allocation, but we are a victim of… Read more
Factors to be considered in investment decision
Factors to be considerd in investment decision Return an investor should decide how much return he is expecting fr om his investment alternative .If he is expecting fixed returns periodically he can choose fixed income securities like debentures or bonds… Read more