We started 2014 with a lot of hope, expecting the Modi government to come out with big bang reforms. However, there was initial disappointment as the government did not do anything big-bang and continued with its policy of taking small steps towards a better India. And suddenly, we had a big bang day-before yesterday! The government's master stroke to eradicate black money and transform India into a cashless economy will throw up huge opportunities in times to come (of course there will be some ...

It’s been 3 months since we were all discussing the negative implications of BREXIT, REXIT and the other fancily coined terms. While BREXIT has had some impact on globally focused technology companies like Infosys & Wipro, India as a whole seems to be emerging stronger. This has forced dozens of global investors to look at India in a positive light and some of them have even gone far enough to call India as “the bright spot in darkness”. This talk has been backed by record investments made b...

Having dealt with too much of market volatility during the week, I decided to start my Saturday in a lighter way by spending some time on Facebook. To my surprise, the Facebook updates were not the usual “happy couple, happy family” types but were replete with opinions on newly coined fancy words like REXIT, BREXIT and NEXIT. While it’s only natural to worry about or have an opinion on popular subjects, we doubt if any one of us has the capability to comprehend the short term or the long term...

2015 could best be summarized as the year that started on positive note but ended well below expectations. Crude Oil price declined sharply, middle-east economics collapsed, China slowed down, gold & real estate prices softened, well established companies like Cadbury, P&G and HUL failed to meet their annual growth targets and stock markets ended lower by 10%. The headlines seem to suggest that it was a bad year for investments. But hey, let’s look a little more carefully. 2015 was also...

We were surprised to receive mid-day phone calls from our relatives asking us “Is everything ok at your office? I hear that markets have crashed in a big way”. While the mid-day call wasn’t unusual, what surprised me was the pace of information dissemination in the “whatsapp era”. Our relatives work in IT, FMCG and non-market related sectors and their profession or daily routine has little to do with stock markets and yet the reverberations of stock market crash reached them almost immediately t...

Market view series completes three years today. We are happy to see that the original objective of encouraging salaried and self-employed youth to invest in Indian stock markets is gaining traction – a lot of you have written back to us, some have opened demat accounts and even enjoyed the fruits of long term investment. Through our trivia section, we continue to highlight financial situations that you will encounter in your normal course of life and how logical thinking can improve the quality ...

It’s been six months since the last update and stock market performance has been nothing short of euphoric. Markets made new life time highs and traders, investors and various other market participants enjoyed an extended period of easy money making. We are happy to see our thesis playing out – that there is immense wealth waiting to be created in the stock markets over 2012-2017. Our opinion is that India is in a multi-year bull market and that more wealth will be created over the next five yea...

The 10th series of Market view and stocks to buy comes at a time when stocks have rallied 20% to 100% in anticipation of an economic revival. Since the past two years, we have continuously highlighted that there is immense wealth to be created in the stock markets and we are happy to see a part of that thesis playing out. Our opinion is that this is a start of a multi-year bull market and that wealth will be created over the next five years. Also, it is the only way (apart from real estate) for ...

Market view series is back in a new avatar – shorter, strictly focused on money making investments and providing you with an avenue to start your stock investments. Needless to say, the motivation for this comes for the interesting feedback we have got from some of you. The primary aim of the series continues be to assist the average investor in managing his / her equity investments. We are strong believers that there is immense wealth to be created in the stock markets over the next ten years a...

It’s been almost two years since the 1st part of this newsletter was written and over time, its scope has expanded to include views on equities, real estate, gold and personal finance. However, the primary aim of the series is to assist the average investor, who with his limited knowledge and time for stocks, can inculcate long term equity investing in his / her financial life. We are strong believers that there is immense wealth to be created in the stock markets over the next ten years and tha...