Even when stocks are doing well—and they’ve been on an incredible run the past five years with fantastic annualized gains. There is always a fear that the market could come down in a hurry – like a pack of cards – and that is scary is it not? Did that not happen in 2007 or […]
If you look at the graph of any Index over a long period of time they have created wealth for their holders. Whether it is the S&P500 of the US or the Indian Sensex or Nifty, they all have an upper trajectory. They have created wealth. This indicates that over long periods of time, the […]
How do you think the markets will be asked a Journalist…. Mr J P Morgan thought about it and said: “Uncertain”. I would have said “Volatile”. There is a Tamil saying which says “Trying to take bath in the ocean after the waves have stopped”. “Trying to enter the markets after uncertainty and volatility are […]
Its funny when you watch media – read or watch the noise. One often heard statement is “Company is doing well, profits are high, it is a good time to be adding xyzee to your portfolio. According to media wisdom, strong profits and a healthy economy are good for stocks. We have heard it so many […]
So many people ask me for tips so here it goes…. Build India: One of the themes for NaMo is Build India, for which you will need steel? So go and buy Tata Steel, and India’s biggest steel manufacturer JSW Steel. Both are big well managed companies so it should be a good buy I […]
Before you buy a share you have a choice of whether to buy. Once you buy a share you need to make more decisions. Far more. For example if you bought 50000 shares of Cholamandalam at Rs. 55 in say 2008. The question you have to keep asking is a) why did you buy? – […]
I am asked this question very often. Typically it is “I bought GMR infra for Rs. 70, now it is 8 what should I do?” or “I bought Jain Irrigation DVR for Rs. 54 about 3 years ago it is now at Rs. 57 what should I do”. This request comes in the form of […]