Should I invest in direct equities or should I invest in Mutual funds? Should I invest through a SIP in mutual funds or should I time the market? Even for people who have answered the question ‘should I invest in equities’ POSITIVELY, the above 2 questions are difficult to answer. In fact these questions […]
A few days ago the calculator king Mr. Pattabhiraman (of www.freefincal.com fame) did a post that Nifty could reach 10,000 in 12 months time, but it may not sustain. I have no views of the market indices. In fact my broker and me keep looking at the market eps and market pe just to see […]
Seth Klarman, a living legend in the Investment world, said in one of his newsletters, early this year: Someday, financial markets will again decline. Someday, rising stock and bond markets will no longer be government policy – maybe not today or tomorrow, but someday. Someday, QE will end and money won’t be free. Someday, corporate […]
Many people ask me this question. Subra why should we invest in equities and equity funds only? My logic is simple. You save in post office instruments, bank fixed deposits, etc. You invest in asset classes which fluctuate in annual returns. So when you put money in equities, gold or Real Estate you are investing. […]
When you buy a Colgate, Gillette, PnG, Nestle, etc. and hold over an extended period of time – say like 30 years, you ANYWAY get a good CAGR. This is largely because of the rising dividends, splits, bonus, etc. One very risky, but very important way of increasing yields is of course to do a […]
So you want to make money in equities? or do you want to talk about many shares in the market? You must be clear about these above 2 questions. Recently I met somebody who wanted to invest about Rs 10-15L – I had just given him 3-4 names. He wanted more. He wanted about 8 […]
Ha there could not have been a more misleading title..but it was perhaps the best way to attract you! ‘Subra Sir, How is Tata Steel ?’ My take: “Darling I do not know whether you : Want to be a vendor to Tata Steel? Want to takeover Tata Steel? Want to be a customer of […]