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17 NOV

what to expect

Category: Investments & Life

I write this first short blog to temper your expectations of what to expect from the posts. Zara will post on high finance (Global & India), general views on markets, whatever adds to quality of life and enriches it i.e book summaries, links to intelligent thought( as we define it). It’s going to be about

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23 NOV

Risk management is paramount

Category: Investments & Life

Approximately a year and a half back a few of us fund manager friends were sitting around discussing our portfolios over tea, of which I wanted to highlight a particular interaction. We happened to talk about the software sector and one of us remarked upon my portfolio namely the extra-large holding of a stock we can call “I”. One top performing fund mana

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28 NOV

The last couple of years the market has been gung-ho about all the sales growth coming from pharma company exports to USA. In fact any company that had low share of sales to the US market had a dramatically different (lower) valuation band compared to the companies with greater presence there (USA). 1)This is in spite of

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