I have referred to the low p/e of psu companies many times in my past posts. For many people who do not have any exposure to the government’s way of working, this may sound surprising. Let me also clarify that calling the government a rogue does not mean I am saying that the private sector […]
Today investing in equities is great fun, and interesting. So people go and read a lot of websites, books, magazines, articles – and find themselves nicely entangled in a web. Great. Then they read about the greats. So Warren Buffett tells them ‘Only those who do not understand what they are doing diversify’. Fantastic. Till […]
Subra, is this the best time to enter the market? Boys, girls, fathers, journos, readers everybody asks me this question, almost every day. Many want to see if I change from what I said the previous week, some to go home and laugh saying – see the market has come down ‘this guy knows nothing’, […]
Invest in equities? The index is already up 23% on a calendar basis…why should I invest in equities NOW? Right? that is the first question that popped in your mind right now, did it not? Well let us look at the reasons why you should be buying: 1. I have always said this : YOU […]
Let us face it, when the market was at 15000 most media stories were how: a) people had lost lots of money in the equity markets, b) how fixed deposits and PPF had given better returns over 3 years c) why people should be scared of the equity markets. One good thing about the media […]
Typically, the advise given is ‘do not be sentimental about your investments’. People also ask me ‘Tell me some shares like shares in your portfolio – like Gillette, Colgate, Hero Honda, LnT, Tata Power, EiD parry,….et al which I can also buy and forget for a long period of time. Hey investing is NOT about […]
Let us accept some facts early on: There are more bankruptcies than billionaires… We do not have any data about Indian investors, but MORE than agree with Sucheta Dalal and Moneylife that the number of investors have dwindled. This is terrible for the economy, but clearly a regulatory failure. Since we do not know by […]