Well the Union Budget has come and is through now. I will not write in details as every news channel and every business paper tomorrow will be full of analysis. I will just do a brief macro commentary on how I see the Budget. Firstly I do believe that the Budget is growth supportive and […]
Read MoreThere has been lot of hype around the EL Nino and the likely shortfall in rainfall in India this year. In my previous article I had pointed out that the two major indicators that impact monsoon rains in India i.e. Southern Oscillation Index (SOI) and Indian Ocean Dipole (IOD) had turned neutral to positive for […]
Read MoreFulfillment and Contentment are the key This is the second and concluding part of my articles on attaining happiness in life. Let’s get the basics clear first You need to be happy today. There is no tomorrow. As they say, how do you know that you will even be alive tomorrow or might not be facing […]
Read MoreIraq, Monsoons, Modi warning on hard decisions and beyond The Modi Euphoria has given way to Iraq concerns over the last few days even as most strategists have turned positive on India and have upgraded their long term outlook for the Indian markets. This issue has also been impacted by the predictions of a below […]
Read MoreTHE ANTITHESIS TRAITS The purpose of human life in totality is nothing but a pursuit of happiness. What construes happiness is different for different people and unlike wealth, power or position it cannot be measured. In the current environment where we live happiness in an external sense is generally measured in terms of the money, […]
Read MoreThis article is inspired by the comments that I read in a top selling Business Magazine recently in which most Mutual Fund CEO’s, non achievers in general spoke as rote on how their fund houses are process driven and do not depend on individual Fund Managers. Those who do not rise cannot fall. This article […]
Read MoreThis is my 5th article on MF Investing. In this part I will talk about things that the mutual funds will tell you and which you need to take it with a pinch of salt. We are a process driven fund house – This is the most often used statement by the fund houses in […]
Read MoreWith a market rally that has surprised most(not all) we are today in a situation where a number of Large Cap stocks that have decent balance sheets are no longer extraordinarily cheap. This has happened at a time when the domestic investor participation in Indian Equities is at the lowest since the end of the […]
Read MoreMY ARTICLE IN THE ANNIVERSARY ISSUE OF DALAL STREET JOURNAL
Read MoreThe magnitude of land scams that are on in the state of Haryana are unimaginable for most people who have not bought land in that state or some of us who stay in cities and deal with Urban properties. It seems that there is a total involvement of everyone from the top to bottom in […]
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