OmniView

Trade Diffidence or Economic Confidence?-RCEP negotiations

Prof. Panagariya of my alma mater Columbia University has written a guest editorial for the Times of India today. It talks about India exiting the RCEP treaty because of a perceived threat of significantly increased imports from…

Infosys: Scientific Investing Test Case

The whistle blower letters crashed the Infosys (Infy) stock by more than 16% on 21st Oct…

How to evaluate your direct equity & equity mutual funds portfolio

OmniView — A Value Investor’s perspective

In the past year, 3-year or 5-year period, your equity investments, whether a direct equity portfolio or equity mutual funds have probably delivered…

Disasters In Debt — Learning About Safety And Returns In Investments

Investors and their advisors have again learnt a few lessons the hard way. Or maybe not. Definitely, the result of wrong investments in their portfolios have manifested. Whether the lessons have been learnt…

Why Fund Managers And Clients Need To Be In Harmony To Create Client Wealth

In most fund management structures, such as, open-ended mutual funds or managed accounts (also labelled as separately managed accounts (SMA), portfolio management services (PMS), portfolio advisory…

This Diwali Generate A Return On Uncertainty

A very happy, healthy and prosperous Diwali to all of you!

The year 2018 has turned out to be a tumultuous year so far for the stock market. And it promises more uncertainty ahead. The perception in India is that the stock…

A radical idea: Maybe the global economy & stock markets are fine?

The last week was a week of large stock market turmoil. The so-called risk-off trade was in favour for most of the week. Global investors were trying to exit the emerging markets. Further, there was an attempt to…

Credit rating illusion and the myth of safety in debt investing

The popular perception is that investment instruments in the form of debt or fixed income, such as, fixed deposits, bonds, debentures (NCDs), debt mutual funds etc. are safe. Whatever instrument has some form a coupon…

Get the perfect hedge against Rupee depreciation: Invest in a Dollar-based portfolio

The INR has touched 72.1 versus the USD. A year back it was at 63.94. The prevalent wisdom was that the INR would touch 58–62 range in 2018. However, one year down the line we are at…