STARS ARE NOT BORN

This 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 […]

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HOW TO INVEST RIGHT IN MUTUAL FUNDS (THE PINCH OF SALT) INVESTING IN MF’s PART 5

This 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 […]

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STOCK MARKET VALUE CREATORS OF THE NEXT ECONOMIC BOOM

With 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 […]

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VALUE CREATION IN INDIA OVER THE LAST 20 YEARS

MY ARTICLE IN THE ANNIVERSARY ISSUE OF DALAL STREET JOURNAL

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TRAVAILS OF MY FATHER IN LAW IN HARYANA GOONDA RAAJ

The 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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NEAR TERM HEADWINDS Vs GROWING NAMO WAVE

The markets, subsequent to a smart move which has seen benchmark indices move to new highs and Mid Caps give much higher returns are now faced with a dilemma of greater bullishness in the longer term versus headwinds in the short run. Moreover the May factor is also playing in the minds of most investors […]

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HOW TO INVEST RIGHT IN MUTUAL FUNDS (AVOIDING THE SALES PITCH) – MF INVESTING PART 4

In the first three articles I talked about the Mutual Fund industry in brief, the various kinds of schemes and what these schemes stand for. Now I will be talking about what the investor should expect out of their mutual fund investments and why they should not rely on everything that your MF company contact […]

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HOW (NOT) TO MANAGE A CONTRA FUND

In general Contra funds have disappointed investors over a period of time with their below average performances. The first Contra fund in the mutual fund industry in India was launched by SBI Mutual Fund when I used to work there and I managed the fund for several years. Looking at the performance of the fund […]

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Buy the Pre NAMO rally to ride the Post NAMO rally

I am writing after a long time as there was little I found that I could add subsequent to what I had written the last time. As expected we are in the midst of a preelection rally, which I had expected to move to around the 22000 Sensex and 6500 Nifty levels. These levels are […]

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CHINA WILL NOT CREATE THE NEXT GLOBAL CRISIS-NO DOOMSDAY IMMINENT

Over the last few weeks and months huge amount of media has been generated on this topic where lot of arm chair economists are using some ratios of credit to GDP, fixed capital formation and fuzzy data on the wealth management products in China in order to forecast that China is going to collapse and […]

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