There is a lot of bad news around us - the virus is still not under control, economic growth is collapsing and job losses and pay cuts are being announced in several companies. However despite all the bad news, Indian equity markets have rallied a whopping 46% from their March lows! But why? How do … Continue reading Economy Down But Equity Markets Up – What Should I Do?
Primer on Evaluating Risks in Debt Mutual Funds
Here is a simple primer on evaluating risks in debt mutual funds..
Exploring an Investment Framework for Gold
Exploring an Investment Framework for Gold..
Interview with Jinesh Gopani, Head of Equities, Axis Mutual Fund
Recently I had a chance to interview Jinesh Gopani who heads the equity division at Axis Mutual Fund. While I have a natural bias towards value investing and I am a little uncomfortable with the high valuations that high quality stocks command at the current juncture, 'Quality' is an investment style which has been proven … Continue reading Interview with Jinesh Gopani, Head of Equities, Axis Mutual Fund
Mulling on my Past Decisions
A reflection of my past investment decisions..
