Over the past few weeks, I have made some major changes to client portfolios. The ongoing credit crisis perhaps has changed my general tone on stocks, and other financial assets. I am not trying to rein in on anyone, nor suggest that a Multicap approach is astute...
It is human to think that nobody will care about your money as well as you can. In reality, for most people such thinking leads to the construction of some of the most disgraceful portfolios. Over the past month or so, I have seen portfolios of excellent stocks that...
When I don’t know how to get attention of people, I try this: Do you know that there are more people alive today than have ever died. Yes, you can fact check this. The number of people alive on this planet today outnumber (by far) the number of people who ever died on...
Recently, Union Finance Minister Nirmala Sitharaman had announced the Government’s plans to raise Rs 1 lakh Cr via disinvestment by selling their equities in five PSUs – BPCL, Shipping Corporation of India (SCI), Container Corporation (Concor), Tehri Hydro Development...
The Government’s move to launch the Bharat Bond ETF is no doubt a good decision as it deepens the corporate bond market in India; But it comes at a time when retail investors are most likely to underperform even a basic Fixed Deposit if they invest in this instrument...
The problem is that there is never just one cockroach in the kitchen! If Karvy Stock Brokers screwed up, so will some others. Sure, many stock brokers will be taking defensive action given how SEBI has dealt with Karvy. That said, more Karvy like issues cannot be...
