Eight out of ten times after I buy a stock, it falls in price and ten out of ten times after I sell a stock, it rises in price. Value investors operate under the premise that Mr.Market’s assessment of value of a company is wrong and that he is pricing the company higher or lower […]
From the time we are born, we start to look at the outside world and start forming biases and opinions. We accumulate experiences and memories and develop an understanding about the world around us. While our past experiences and memories help us in learning from mistakes and help us in (hopefully) avoiding them in the […]
I just returned from an exhausting vacation with my wife and three year old daughter. It was a great time to get away from the heat in Chennai. Below are some random observations from my trip, some economic and some general. London – yuck: I’ve been trying to get my hands around why people love […]
Indian politics has appeared confusing and frustrating to most people who have watched it. Given the stage of development the country is in, its politics has never been more important. Policy paralysis is the buzz word of the day and there is common consensus that unless India reforms policy and puts the economy back on […]
When I think about how most of us approach the attribute of patience, the quote that comes to mind is “God give me patience, but please hurry !” Most of us are in a big hurry. We are in a hurry to reach our destination, we are in a hurry to achieve our goals and […]
The Indian markets are getting no love from investors right now. The country looks like a complete basket case. Inflation is high, interest rates are high, the currency is weak, current account and fiscal deficits are high, policy is in a complete state of paralysis, GDP growth is collapsing and the mood is completely gloomy. […]
Reserve Bank of India Governor Duvvuri Subba Rao is headed in the direction of becoming the enemy of the Indian state. I’ve written on numerous occasions that monetary policy in India is excessively tight and risks severely constraining demand and decelerating the Indian economy. India’s GDP growth rate has slowed to 4.5% per year in […]
Long live value investing ! Benjamin Graham said that in the short run the market is a voting machine and in the long run the market is a weighing machine. Unfortunately for investors, he did not define the duration of the short run and the long run. Ben’s basic premise was that over time the […]
I am excited to participate in a panel discussion about the opportunities and challenges in emerging markets during the Family Office Insights/ Thompson Reuters Hedge World East conference in Boston, MA on April 3-5, 2013. I’m looking forward to catching up with old friends and making new ones. Beyond participating in the panel discussion, I […]
The function of a market is to match buyers and sellers and to aid in the discovery of a clearing price. By that definition, the Indian markets are broken. Price quotes being given out by the markets have become completely meaningless and are not prices at which transactions can clear. Outside of the top 50 […]
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