May 8, 2018

This Article was originally published in The Global Analyst 

This may sound like a birth of a baby growing into a full blow adult eventually hit by old age and gracefully dying! Yes, the story of a company in a stock market is also very similar to this narrative.

Typical...

April 8, 2018

This Article was originally published in The Global Analyst

“There are many roads to Nirvana!”

When we talk about equity markets, we are always reminded of investment stars like Warren Buffet, Charlie Munger, Peter Lynch, Seth Klarman, George Soros, etc. Investment profe...

March 27, 2018

This Article was Published in Market Express

Over 90% of active managers in the U.S underperformed the benchmark index over the past 10 years. While it may not be that bad for emerging markets, still fund managers on the whole underperform the broad market. If...

January 21, 2017

While globally the trend is clearly in favor of ETF’s or passive investing, emerging markets like India still offers plenty of scope for stock selection and active management. Investors can take a cue from bellwether indexes like Nifty 50 or Sensex and develop strategi...

February 22, 2016

Human psychology is a powerful force and spoiler, especially in investing. We tend to glorify our successes and ignore mistakes or best give it a passing reference in coffee tables. Stock market investing is treacherous and requires strategy and monitoring. Even if you...

May 1, 2014

Liquidity is at the backbone of any market development and GCC stock markets are no exception. Strong oil price backed wealth effect coupled with retail nature of the market triggering speculative activity contributed to very robust liquidity levels in the past, especi...

May 1, 2014

This article was published in The May 2014 issue of the Global Analyst

  • Rs. 1 lakh invested in Equities 25 years ago will now be worth Rs.47 lakhs before inflation and Rs. 7.6 lakhs after inflation!

  • Rs. 1 Lakh invested in Gold 15 years ago will now be...

January 26, 2014

This article was published in The March 2014 issue of the Global Analyst

It is not my intention to criticize mutual funds for I was also an avid investor till recently. However, the normal claims about virtues of mutual fund investing amuses me sometimes. Recentl...

April 2, 2013

The “buyback anomaly” is a global phenomenon whereby long-term investors can generate significant alpha through a structured investment strategy, says Theo Vermaelen, professor of finance at INSEAD, during the recent CFA Institute Middle East Investment Conference. Ver...

December 26, 2012

It is well known that oil revenues - and by default oil prices - are what drive GCC economies, despite efforts by individual GCC states to diversify their economies. Hydrocarbon GDP continues to dominate the economic structure, and consequently, periods of high oil pri...

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