Market Predictions for 2022

Warren Buffet made this profound statement many years ago, “A prediction about the direction of the stock market, tells you nothing about the where stocks are headed, but a whole lot about the person doing the predicting.” Howard marks, one of my favourite authors wrote a wonderful memo on, Uncertainty associated with investing and the […]
$ 5 Trillion Maths

From the Ramparts of the Red Fort, Prime Minister Narendra Modi declared on the 15th August: “The goal to make India a $5 trillion economy by 2024 is challenging, but achievable.” By a simple CAGR calculation, The Indian Economy needs to grow at 13.11 % nominal rate to achieve the desired figure by 2024. Assuming […]
Wars, Terror and the Stock Markets ?

There is an old stock market proverb, which advises “buying to the roar of cannons and selling to the sound of trumpets.” Nathan Rothschilds old Maxim also states, “that the best time to buy stocks is when blood runs in the streets.” The stock market reaction during recent incidents like Kargil conflict also prove the […]
Investment in stocks or mutual funds?

Any study of different Asset Classes as an investment option, clearly shows that, in terms of returns, Equity beats all other asset classes by a clear margin. If you look at other parameters like convenience, holding cost, taxation, nomination etc, still Equity in its digital format, beats all other asset classes, on all these parameters […]
When will this market correction end?

Every investor you meet nowadays has only one question, When will this market correction end? When the market was booming, every investor was waiting for a correction so as to start investing. Now that the market has corrected, the investor is waiting for a rebound to start. Analysis of historical data points to the […]