The easiest way to protect a portfolio from inflation is to buy assets that will benefit from inflation. Below are a few of them. Gold Gold is seen as a classic inflation hedge. However in India over the last 30 years it has not been a good hedge against inflation. Another issue with gold is […]
A senior executive from a leading private sector bank met up for lunch. One of the topics that came up was “Will gold prices go up?”. He immediately said, YES, SURE, it will shoot up if we sell more gold. Intrigued, I asked him to explain. He told me a story of one PYT that […]
I was sitting on a pile of sugar shares, and sugar is doing well. Frankly I think 2010 and 2011 are likely to be bullish for sugar mills profitability will only get better. The retail sugar price is unlikely to come down and this ensures good EPS. Given good eps and buying by institutions sugar […]
A few days back there was a post saying why you should buy gold. Of course there could be enough reasons to sell gold. I could not think of many more reasons, here are a few: 1. It is a contrarian call – when every body is buying, maybe selling makes sense (oops you could […]
A couple of days ago I gave you a few reasons to buy gold. Here I am giving you a few more reasons. However let me warn you that I do not have any trading interest in gold, but do have an investment interest in a company called Deccan Gold which is the only gold […]
There are many reasons to buy Gold and hold it. Of course tomorrow I can give you many reasons NOT to own gold also. One reason NOT to own gold is the recent phenomenon in its price. For example if you had invested in gold in 1980 (US $ 590) today it would be worth […]
Well frankly I do not know whether it is a good time to invest in gold or a great time to get out of gold. But let us look at the obvious reasons to buy or sell. Obvious reasons to buy: 1. The world is busy printing money so value of currencies will fall but […]