Indian agriculture is disproportionately dependent on the monsoon rains that arrive between June and September every year. The Indian government, despite years of lip service, has not built adequate irrigation infrastructure to reduce the dependence of the country on the monsoon rains.
India has had two good years of rains in 2010 and 2011. The deficient [...]
In his interview with Oliver Mihaljevic of The Manual of Ideas, Rahul talks about his approach to investing and how it applies to Indian Markets. A world class publication The Manual of Ideas is used by the who’s who of the international investment community.
I am going to be at the Berkshire Hathaway Annual Meeting in Omaha this Saturday, 5th May. I will tweet my thoughts live from the event. You can follow me at http://twitter.com/#!/RahulSaraogi
If you are going to be in Omaha and want to connect, reach out to me.
Amarillo Slim was a great poker player and his three keys to playing the game well apply equally to navigating the markets successfully; you need 1) know the 60/40 end of a proposition 2) use risk management and 3) know thyself.
Know thyself has to do with psychology and the mental game. As the saying goes, [...]
Last week, Ivanhoe Mines (NYSE: IVN) announced an $1.8 billion rights offering as part of a Rio Tinto (NYSE: RIO) supported project finance package to transition Ivanhoe’s Oyu Tolgoi copper/gold project into a Rio Tinto major mining operation. All existing Ivanhoe shareholders (which includes Rio Tinto at 51% and Ivanhoe CEO/Founder Robert Friedland at 10+%) [...]
I’ve always maintained that to be a successful investor, one has to make time a friend and not an enemy. There are innumerable potential opportunities in life where we know the eventual outcome but we don’t know when the outcome will take place. Such situations are not risky but uncertain.
Of all the places in the [...]
Over the last three years, many pools of capital a.k.a private funds have formed for the specific purpose of investing in real estate, as well as credit situations. I argue that when large pools of competing capital exist to target a certain sector, the potential returns for those given set of opportunities are merely within [...]
When the history of the twenty first century is written, one of the defining aspects that will be written about will be the invention/discovery of hydraulic fracking, horizontal drilling and the commercial exploitation of shale gas and shale oil.
It is unfortunate that the discovery of something so transformational has happened in the depths of the [...]
The period from 2007 to 2008 was unique in many ways. In the midst of a big increase in oil prices, food prices had started sky-rocketing. As the food versus fuel debate was raging, the world became concerned with its ability to produce enough food in the future.
While the Malthusian concerns were at their peak, [...]
Financial markets globally have lost their zing and excitement. Pension funds and insurance companies with assumptions of 8% nominal returns are starting to appear over optimistic. There is no big theme, or story or mania that can make equity investors rich overnight. All the old themes and stories appear to be fizzling out. Even Web [...]
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