Stock Advisory in India
With there being more than 2500 listed stocks that trade every day, picking the right stock is tough for professionals, let alone Individuals. If you are an Investor wanting to build a stock portfolio,...
View ArticleBecoming a Trader
One of the constant queries I receive from readers is how do they go about becoming a Trader. Where and How should they start, what books to read, do I take classes on Technical Analysis are among the...
View ArticleETF aren’t Stocks
In 1994, Morgan Stanley came up with its first India based Mutual fund aptly named Morgan Stanley India Growth Fund. Investors who had no clue about Mutual funds, felt this could be a IPO opportunity...
View ArticleMisunderstanding of Absolute Returns
In school, I never wanted to be scolded / hit / made to stand on bench by the teacher and while I was never a meritorious boy, I did enough to ensure that I never got on the wrong side. By the time I...
View ArticleWaiting for a Bear Market
Today I came across a interesting post by Dev Ashish at Stable Investor about why a investor (especially if he is young) should yearn for a bear market than a bull market. The logic he provides is...
View ArticleBlind Belief’s
Belief is defined as “an acceptance that something exists or is true, especially one without proof.” Focus specifically on the underlined portion for that conveys all that is wrong with belief’s in the...
View ArticleReforms and Larger Impact
In 1972, the Indira Gandhi led government initiated a series of reforms aimed at ensuing that rich feudal land system was done away with. While in states like Kerala and West Bengal, it took off to the...
View ArticleSocial media Confundere
A month or so back I decided to quit every Whatsapp group I was member of. The decision to quit had nothing to do with the members of those groups, many of whom I continue to interact on WA / Twitter...
View ArticleAsh Wednesday
Ash Wednesday, the religious day happened in February but for many a investor / trader, its today that holds more importance given the double dhamaka we have witnessed. The move yesterday to demonetize...
View ArticleTrump Inferno
Markets have been on a slide in recent days, when the S&P 500 closed in negative on Friday, it was for the 9th consecutive day though this has been one of the few times when even after such a large...
View ArticleList of Robo Advisors in India
Robo Advisory is picking up steam in India and yet I couldn’t find a list of the same. The rationale behind the list is to provide you with links of all active / yet to start Robo Advisors in India....
View ArticleFooling some of the people, all of the time
The single biggest reason you are given as to why you should invest in stock markets using a Mutual Fund and not via a Exchange Traded Fund or a Index Fund is proved by showcasing long term returns of...
View ArticleInvesting and Returns
A couple of days ago, writing in The Guardian, Tim Harford questioned and I quote “Is our reliance on automation dangerously diminishing our skills?” These days, we depend on Technology a lot and given...
View ArticleSIP, Expectations and Reality
Indian’s have generally been Risk Averse and that is seen in the percentage of assets an average household has invested in markets (Direct or Indirect). Real Estate on the other hand has had huge...
View ArticlePredictions, Probability and Position Sizing
Most of us know that Astrology is bunkum and yet that doesn’t stop us from reading what the astrology section of the Sunday newspaper. Reading that does no harm, Right. After all, its more of just...
View ArticleFire your Financial Advisor?
In today’s Mint, Monika Halan has a post titled “When to fire your financial adviser“. While I am sure she knows way better than me when it comes to advisers, I felt that she had used a large brush...
View ArticleWhere is your Edge
A friend of mine has a shop selling something which in theory has no moat whatsoever. If you wish, you could easily put up something right next to him and start doing business. Margins are good which...
View ArticleThe Framing Effect
Framing Bias is a congnitive bias. From Wikipedia; “The framing effect is an example of cognitive bias, in which people react to a particular choice in different ways depending on how it is presented;...
View ArticleThe Ultimate Strategy
The holy grail of returns would be if you could get equity like returns while having bond like volatility. While in theory such possibilities do exist, the question that arises is whether its feasible...
View ArticleTravails of a Trend Follower
Over the last few decades, Trend following has really taken off with a lot of believers flooding the streets so as to say. After all, if I were to sell you with charts like the one below, why would you...
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