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Tag Archive: India


Is doing MBA a good option? I think the answer is yes.  Two things have to happen. You should go to a college whichblog has good faculty, and attracts good students. So if you are good enough to get into an IIM A who is to even question “should you go and do your MBA?” The answer is obvious, is it not?

For the not so good / great student the decision is far more difficult to make. Should an ordinary student get into a “d” grade MBA? Again the answer seems to be yes. No, not because they will learn too many things, but because it is almost impossible to get any job with just one basic degree.
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It’s a Lazy Sunday sharing some of the random thoughts, observation that will come to your mind  if you are in the Corporate IMG_20151018_000508 (1)financial jungle, or may be your boss have shared with you..if not you would love to read them for once :-

  • Drinking is bad, but feelings are worse.
  • What most people would call the greatest night of their lives, I call just another Friday.
  • I thought there’d be worse nicknames to have for a girlfriend, but she didn’t find “The Warden” funny at all.
  • Some of the best moments in life are the ones you can’t tell anyone about.
  • A Blackberry and a 6-figure pay check is the crutch that single chicks call a career. That facade crumbles at 30.
  • Haircuts are the ultimate economic indicator. In bad times, it’s every 8 weeks. In good, it’s every 6. I go every 3 weeks. 🙂 Continue reading

History may rhyme, it doesn’t repeat itself’ (Twain). Or that, “the only thing that is constant is change” (Heraclitus). blogThese two famous quotes apply to the financial markets as much as anything.

The way the mid and small caps in the Indian markets are trading gets to sense the equity markets are either at the start of a bull run breaking out higher or are on the verge of a break down lower.

Just correlate with layers 2007 and early 2008

  • Sub Prime issue was lingering in the mouths of traders for three years before the pain struck. Now, Greece is lingering for five years. Markets did not price in the Sub Prime issue. Now markets have under-priced Greece exit.
  • When the major markets peaked and languishing in ranges we have seen for about three months a surge in Indian equities (along with mid and small peaking to astronomical levels) then eventually Indian equities crashed.

 

Why Investors lie ?

Taken from the Big chill of 1983:blog

Michael: I don’t know anyone who could get through the day without two or three juicy rationalizations. They’re more important than sex.

Sam: Ah, come on. Nothing’s more important than sex.

Michael: Oh yeah? Ever gone a week without a rationalization?

Self-deception is especially costly when it comes to investing. So let’s consider some of the lies that a lot of you may be telling yourselves and the impact they may have on your portfolios.

  • You know what your investment returns are. You would be surprised at how few people actually know what their returns are. Even fewer understand their performance relative to a benchmark. It is not that complicated to correct this. Set up a simple spread sheet using Microsoft Excel or Google Drive or one of the available online tools. Continue reading

Are Markets Overvalued?

Very common statement from the market analysts these days for the Indian stock market.  India Overvalued but the blogrally will continue.  Although based on valuation metrics, Indian equities are now trading at a significant premium to stocks in other EM countries some analyst claim this too.

We have consistently outperformed the market! … Sensex is now overvalued.

“The stock market is overvalued.” “The stock market is undervalued.”

Which one of these statements is true? Well I don’t know.  May be both

Thanks to quirks of the most popular way of measuring a stock’s valuation: the price/earnings ratio.

While no one disagrees about what the “P” is when calculating the ratio, there is no consensus on how to Continue reading

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