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
Category: Equity
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
Do you read before investing in MFs? No, really
Here’s the standard disclaimer from an Indian mutual fund that you must surely have seen: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents before investing. Past performance is not indicative of… Read more
‘Equities to remain the best Asset class in longterm’
The domestic equities will continue to remain the best performing asset class in the long run given the fast improving macroeconomic conditions, said experts at DSP Blackrock Mutual Fund. “The country is well placed on growth and liquidity. Macro conditions… Read more
Equity Markets give good average returns!
There are so many people today masquerading as financial planners, financial trainers, financial experts on media…I was amused when I heard the statement ‘Equity markets give good average returns’. If you ask me this is brilliant but useless advice! Why?… Read more
Equity Research has no boundaries
Equity Research – a topic on which many people want me to write has no known boundaries! What all should one know for doing Equity research? Well right from Anthropology to Zoology, there is no topic which is not part… Read more
Who should be in equities?
To be invested in equities I normally look for the following characteristics in an individual. Will enumerate them here, but when I make such a statement, I mean really heavily in equities – like say 85% on a portfolio BELOW… Read more
How to do equity research
I have a brilliant friend who has worked for many big and important media houses. He told me once – when he was heading a magazine – “I have made up my mind, please do not confuse me with the… Read more
Equity is a long term vehicle
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