Over the last couple of months I have had a conversation with several people where they have been of the view that the decoupling theory has not worked and how everything has fallen as the US has fall...Read More
Markets are up 30% from the bottom what should an investor do plus more These are some of the questions that I face every day. I believe that the answer to all of them is not very simple, however let ...Read More
There have been false and malicious rumours on my involvement in the investment by JM Group entities in projects related to Maytas Properties. I have been given to understand that these are being floa...Read More
A number of investors and distributors have been calling me up over the last few days asking whether we should sell out all of our holdings of mid caps and get into large caps as only large caps are m...Read More
Over the last few months most market commentators have been focused on the fact that there is going to be a new low made in the Indian markets and that the markets have not bottomed out yet. I remembe...Read More
A number of people have been asking me throughout the year 2008 and even now when i have left JM Financial Mutual Fund as to what made me invest the cash that i had generated right from October 2007 a...Read More
Although i hate to go back into the year 2007 in order to explain market behaviour as it exists today, i think it is inevitable as both scenario’s are full of excesses. In 2007 the excesses were...Read More
I had written this article a few weeks back, things have changed somewhat since then but i have updated the same and am publishing my views on the issue. I had decided not to publish given the strong ...Read More
I still remember the time around 8-9 months back in May – June 2008 when we were seeing an unbridled rise in commodity prices and the US dollar was continuously falling in value. The expert opinion ...Read More
After struggling to bring a semblance of normality into financial markets and preventing downside to economic growth using various measures which include bank bailouts, guarantees on loans given by ba...Read More