The age of rumour and negative information - Market Commentary
- Satish Anand
- May 26 2020
Globally, News continues to be dominated by things about and related to Coronavirus.In this edition of the newsletter, we have covered:Important aspects of Health Insurance during COVID timesThe dynamics behind the negative oil price in the US on 21st AprilThe rights of a nominee with relation to assets of the deceased.India’s plan to create a manufacturing alternative to ChinaSteps taken by RBI to ensure liquidity in the Debt MarketsThe link to the April Newsletter is at the end of this article.Please...
Stock Market Is Up - What Should I Do?
- Anup Bansal
- Sep 22 2014
Nifty has given an absolute return of 29% since the beginning of this year and relevant questions in every one's mind are should I invest more or should I book profits? Where are the markets headed? Many savvy investors, learning lessons from 2008 crash, do not want to be caught in the downward spiral, if it were to happen in the future. But at the same time, they don't want to be left behind in the participation of the India story especially after the positive sentiment created with the election...
"Emotizing" Your Investments
- Anup Bansal
- Apr 4 2012
"Emotizing" is yet another word that cannot be found in English dictionaries so let me explain the term. I have coined the term "Emotizing" to describe the process of using emotions to make decisions on investments. Of course, our behavioral biases and emotions are one of the aspects of decision-making nevertheless they play an important role. In an ideal world, all investors should go about the business of investing very logically and unemotionally as prescribed by the modern portfolio theory. However,...
Be the BULL in this market, Invest More!
- Anup Bansal
- Oct 21 2018
The securities arm of a well-known bank that serves both Institutional and Retail clients gave SELL rating on Hero Motorcorp for Institutional clients and ACCUMULATE rating for Retail clients on the same day. I guess they wanted to keep making the market on this stock and ensure there were enough buyers for the institutional sellers. I am a patient investor, but such practices make me so impatient (and aggravated)!We all are getting numb with the market volatility in the last one year with almost...
Trivialising the Investment Process
- Anup Bansal
- Nov 10 2018
Festivals bring friends and families together and get-togethers lead to discussions. One favorite topic of discussion is the current state of affairs of the Indian polity and the Nation. Recently, I had one such interesting discussion with a friend of mine. We both passionately debated what is wrong with the current situation - rising oil prices, tax burden, poor infrastructure, demonetization, corruption, inept politicians and insensitive administration. We had a good idea about the fixes and were...
