Anticipating Market Corrections and Enduring Turbulence
Dear Friends, The level of volatility in the Indian Markets over the past 3 months, from a Sensex peak of 30,000 plus has inevitably caught the attention of all investors. During this period, I have had several conversations with investors on what their strategy should be during market turbulence. Many investors were curious to know if there might be further steep corrections in the market and whether it is prudent to sell and reinvest at...
Words of Wisdom and Structural Bull Run
Dear Friends, On 6th Mar 2015, I got the opportunity to attend an event on “Budgets and Markets 2015” organized by the United Way of Chennai (Non-Profit Organization) at ITC Grand Chola, Chennai. The event had some of the most erudite speakers including Dr. C. Rangarajan, EX RBI Governor and Chairman of Prime Ministers Economic Advisory Council, Mr. Ramesh Damani, one of India’s renowned and respected value investor with a great track record on...
Budget 2015: PenguWIN’s Point of View on Specific Aspects
Dear Friends, I am sure you would have watched, read and heard enough about Budget 2015 as presented by our Finance Minister and my objective is not to discuss on all the points which by itself needs to be a series of blogs and can’t be achieved in just a 2 pager. There are enough summary or highlights documents that are already published and circulating in the web and hence my aim is not...