The most common question Investment Managers get are “Is this a good time to enter equity markets?” and “where do you see the markets headed from here?”
Read MoreRead More“I can think. I can wait. I can fast”
Siddhartha, Herman Hesse
Read MoreTruths need to be repeated many times so that they don’t lapse into oblivion
– José Saramago, Nobel Prize winning novelist and journalist
Read MoreThe first principle is that you should not fool yourself, and you are the easiest person to fool
– Richard Feynmann
Smart money threatened a 10-15% single-day drop in the US Market if Trump was elected and a one day 100 USD/oz. upward movement in the price of Gold. Well, Trump is king, the US markets have rallied and Gold has declined.
Read MoreInvesting literature is rife with guru’s urging investors to buy companies with competitive advantage.
Read MoreInvestor behaviour is as much a determinant of long term investing success, as a fund manager’s skill in building a portfolio.
Read MoreOur investment process emphasizes focus on “Secular and Structural” growth opportunities vs “cyclical” ones. Secular and structural implies growth irrespective of economic conditions while cyclical implies opportunities that will be affected by trends.
Read MoreThis morning, while listening to the Brexit results, I chanced upon a conversation on a business channel. The same anchor who a few months ago said it was futile to forecast, was waxing eloquent about how Brexit could be worse than the Lehman crisis and how it could affect Indian equity markets for years.
Read MoreA prominent research house gave a bearish call on the market at the end of February. Despite the Index climbing over 16% in the past 2 months, the firm stuck to its guns.
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