At the India Equity show there were many speakers. One of the good speakers was Mr. Nilesh Shah, CIO, and Deputy Managing Director of Icici Prudential asset management company. He of course is a good speaker from the understanding point of view – his examples are always related to food though :). When he talks […]

Read More →

If you read what John Templeton says, you will believe that you need to create a diversified portfolio – a little of Japanese stocks, lots of American, some emerging markets, etc. in equity alone. Apart from this some debt – short term, long term, etc. Warren Buffet on the other hand says you should concentrate […]

Read More →

There are many companies which have given fantastic, scorching returns. Microsoft, GE, Berkshire Hathway….are some examples. Berkshire Hathway, well er is a fund..or so you thought. Let me tell you, it is not. Mr. Buffet is a brilliant businessman, fantastic stock picker, (fantastic bargain picker – look at the recent offer to pick good bonds […]

Read More →

When Jeremy Siegel speaks you listen! Author of the book “Stocks for the long Run” Jeremy is surely one of the investment gurus. He has said a few things in his latest comminque. This is worth listening to. I am producing it as it is, and (1) is not even relevant to you and me […]

Read More →