If I do a quick analysis of my portfolio, I have made money largely from companies very high on compliance. The groups are Tata, Murugappa, Sundaram, Birla, Hdfc, Multinational companies. Not sure whether clubbing Multinational companies in one group makes sense – largely it is the American companies which have shared their prosperity with their […]
Training as a CA has many advantages (and a few disadvantages perhaps). One of the advantages is you get skeptical about numbers, and you get to question conclusions/views drawn from numbers. I remember one life insurance company giving me their settled claims to received claims ratio. Smartly it included maturity claims, investment products, pension plans….suddenly […]
I attended the India Equity show at Worli Mumbai and heard the following quotes. S Nagnath said “The Golden Rule of investing is that the man who has the gold makes the rules” Sundaram E A (ex hdfc mutual fund) said “It is difficult to teach a man something, if his livelihood depends on not […]