The above is such a simple and yet profound statement, shared by Vinit Sambre, CIO at DSP Mutual Fund, during a conversation we had last month. Back in the day, information inefficiencies used to be a huge arbitrage in equity markets. However, with the advent
I know we are well and truly into the new year, but I still think that it’s not too late to share our piece for 2022. Let me take this opportunity in wishing you, your family, your loved ones and all of us a very
An era can be said to end when its basic illusions are exhausted. – Author: Arthur Miller FAANG stands for the contemporary tech giants ; Facebook (now Meta), Apple, Amazon, Netflix and Google (now Alphabet). KHANs we all know, represent the triumvirate of Hindi movies for
Perils of Optimism ‘the feeling that good things are more likely to happen than bad things’ This is how Cambridge dictionary defines optimism. Most of us are wired to stay positive. That’s what self-help books, YouTube videos, Good morning messages on WhatsApp try so hard to do. It actually makes lot of sense
Disclaimer: this post is focused on our economic affairs 😊. As a human, 75 years is a time to enjoy one’s retired life. However, as a nation, 75 years still makes you very young and full of possibilities. The report card on India might be
This month’s blog post has been a struggle. If you keep a tab on what’s happening in the world of investments (and anything related), I wouldn’t judge to go bonkers. But then are some events in the financial world, which has a significant everyday impact
( This article was first published on 1st June 2023) In our world, everybody is an expert. It’s easy to be an ‘expert’ in investing. Why ? There is abundance of data :-). However there is a thin line between an informed investor and an
Another financial year comes to an end. It has been an amazing year for the financialization of household savings in this country. Despite volatility in the global markets, India has relatively done better (though I would have preferred Indian equities to go down more ).
Cambridge dictionary has this as the meaning of the word popular ; liked, enjoyed, or supported by many people’. Obviously, most of us love what’s popular. Popular is also generally a safer option, something which has to be attractive to a large section of its target group (TG). And
Joseph Stiglitz, the Nobel laureate in Economics, in his year-end article described 2021: as a roller coaster year, as hope rose and fell with the pandemic. A simple but apt description of the year. My thoughts go out to all of us, who have lost