You had 100 US $ to invest. You were about to leave on a journey – it was uncertain where you were going. It was an army expedition. You did not know whether you will come back. Your brother also came along with you. He too had the same amount. He too had to invest. […]

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Every month at least one or two Chartered Accountants / Investors call me asking “I have a client (father / mother..) who died recently and has a big bunch of shares / mutual funds / etc. will you please tell me if there is some service provider who will sort it out?” And my answer […]

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I am not convinced that Equity investing is learnt in a college. In fact it is not. If you must have a qualification, I do think the CA degree, and if your energy levels permit, the CFA degree (US) are surely a good beginning. I benefited surely by my Law training – and wondering whether […]

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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 accident. A few days ago I profiled a few of my HNI readers – very […]

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As a broker I never thought that our exchanges were clean. In fact till NSE came, the other big stock exchange BSE (its name was, The Stock Exchange, Bombay) was run like a private club. We knew that. We never pretended that it was a professionally managed organisation. Never. Then the National Stock Exchange was […]

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The title sounds like a disclaimer…and so be it. When I said I like the equity markets I meant NOW. In June of 2015, frankly I am liking the index, and the valuations at which some of the blue chips are available. After a mid cap rally, the biggies may just play catch up? Or […]

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The equity markets are simple to understand except if you try to use too much intelligence. The markets (internationally) is driven by various factors – macro and micro. The 3 important factors that one speaks of while talking market valuation are Fundamental, Technical, and Market Sentiment. Remember understanding equity markets is very complicated if you […]

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