‘Time is the only arbitrage in Investing today’ 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 of technology, […]
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 our loved ones in this tragic year. While the catharsis […]
Wishing you and everyone at home a very Happy Diwali. We have been living through tough times and some of us have lost our loved ones to the pandemic. Festivals are a great time to appreciate how blessed we all are. Story of Ravana’s younger sibling Kumbhakaran was the younger brother of Ravan, who wanted […]
Disclaimer: This is not an attempt to diss Zomato as a company. I have lot of respect for what they have achieved. Personally, was a frequent user of the app, when it was only doing restaurant ratings. In fact, felt so proud to use it outside India as well.We are also not trying to dissect […]