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Commentary | Portfolio Yoga - Part 10

Category: Commentary

Waiting for a Bear Market 5

Waiting 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 pretty right given that the cheaper you buy a stock / index, the higher the probability that you shall make a decent return...

Blind Belief’s 4

Blind 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 first place.  Investing is a belief that what you are doing is the right thing and the only thing that should matter. Speaking on CNBC, Irfan Razack, Chairman...

Reforms and Larger Impact 1

Reforms 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 fullest extent, its application was widely varied across India. One of the stories that has been passed on to me by my parents...

Ash Wednesday 0

Ash 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 500 / 1000 Rupee notes while not essentially not something that was totally unexpected (from Ramdev to Subramanian Swamy among others have long called for it), but...