Oct 14, 2014 Of late, with the Regulator pushing hard on Investor Awareness, AMCs, Insurance companies and Banks have been trying to invest in on-ground seminars, publications and advertising. However, how much should Investors learn about the working of financial services products and how much of the decisions on investment should they make on their … Continue reading Investor Awareness – Investor’s view-point

First published in Mint Sep 30, 2014 Now that the post-election euphoria is dying down and people have started analysing bullet-points in the speeches of leaders, this article performs a quick analysis of two different types of opinions – “Wait and watch!” and “The Great Indian party has begun!”. Today, the Wait-and-Watch group are the … Continue reading Fence-sitters, Beware!

First published in Mint Apr 7, 2014 We have been hearing about how Retail Investors have not been buying equity stocks or Mutual Funds in the past 4-5 years, having reacted adversely to the 2008 stock market crash. Market players like broking companies and AMCs have been waiting for the retail investors to return, and … Continue reading Re-introducing the equity asset class

First published in Mint June 26, 2014 Hopefully, you may have heard of Thomas Piketty and his new book “Capital in the Twenty First Century”. He is the French Professor, who has been in the news in the past couple of months for launching his seminal book, which many feel might make him worthwhile to … Continue reading Applying Piketty’s Law for India

First published in Mint Jan 6, 2014 Your Financial Advisor may have (hopefully) told you of the seminal research in Investment theory done in the western world about 30 years back, which proved that most of the returns (70-90%) from your investment depends on your selection of Asset Classes & sub-classes – Equity, Fixed Income, … Continue reading Role of macros in Investment Decisions