Points to Ponder. Of Economists, Growth and Inequality
- June 10, 2021
- Posted by: Arunanjali Securities
- Category: Business
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“They commanded no armies, sent no men to their death, ruled no empires, took little part in history making decisions. Yet what they did was more decisive for history than many acts of statesmen, often more profoundly disturbing than shuttling of armies across continents, more powerful for good and bad than the edicts of kings...
Points to Ponder. Bubble or a Brave New World?
- May 22, 2021
- Posted by: Arunanjali Securities
- Category: Business
In 1931, Aldous Huxley envisioned a brave new world in his eponymous novel, in which he anticipated huge scientific advancements in reproductive technology, sleep learning and psychological manipulation to create intelligence based social hierarchy. It seems, with genetic cloning, gene editing with CRISPR/Cas9 for designer babies and genetically modified foods, space travel, Artificial Intelligence, Internet...
Points to Ponder. Stitching up a Storm? Women, Wealth & Will
- April 22, 2021
- Posted by: Arunanjali Securities
- Category: Business
Talking about women is always challenging, controversial, interesting and could be entertaining. Possibly, this is because men are yet to fully understand them and this gap in knowledge has led to the fear of the unknown and hence they have over eons raised generations steeped in patriarchy and all manner of obscurantist archetypes. There are...
Points to Ponder. Investor Hide &Seek; How to Invest in anOvervalued Market?
- March 22, 2021
- Posted by: Arunanjali Securities
- Category: Business
When the markets were melting in March 2020, it appeared that investors had nowhere to hide. Now, in the aftermath of a path-breaking budget, it appears that there is nowhere one can invest. The ongoing quarter has witnessed many positive developments: launch of vaccines against Covid – 19, gush of liquidity, both from the RBI...
Points to Ponder. Reckoning with the Budget (like no other!)
- February 8, 2021
- Posted by: Arunanjali Securities
- Category: Business
What should budgets do? Would it be legitimate for the ruling dispensation to convert it into an opportunity to blow its own trumpet or, dress up dubious data as authentic and push through proposals without adequate discussion, with typical majoritarian hubris? Well, we are told that India is now the fifth largest economy in the...
Points to Ponder. Passive is the New Active
- February 8, 2021
- Posted by: Arunanjali Securities
- Category: Business
Over the last couple of years, investors, particularly in mutual funds, have been a disappointed lot. Since the egregious IL&FS debt default, many a debt fund had to resort to “side pocketing” and some even to “winding up”. As regards equity funds the story is no better. There are 44, AMFI (Association of Mutual Funds...
Points to Ponder. Joys & Challenges of Retirement
- November 2, 2020
- Posted by: Arunanjali Securities
- Category: Business
Sometime back, when I was with my friend in Mumbai, I had met his son who had completed his B.Tech (Mechanical) from IIT, Powai. I asked him what his plans were. His answer woke me up to the widening gap between me and those of his generation. He was clear that he had to make...
Points to Ponder. REITs – Real Estate Investments Trusts.
- October 22, 2020
- Posted by: Arunanjali Securities
- Category: Business
It appears that the concept of wealth got crystallized when man erected a fence around a piece of land and called it his own. Otherwise, why would he construct formidable walls around the graveyards, when those outside wouldn’t want to get in and those inside wouldn’t ever come out! Ever since the nomad let down...
Points to Ponder. Asset Allocation, Buffet and Kelly
- October 22, 2020
- Posted by: Arunanjali Securities
- Category: Business
Carefully thought out asset allocation is called for while constructing an investment portfolio, in order to meet various goals spread over the lifetime of the investor and also to reduce risk through diversification across asset classes that have low or negative correlation in their price movements. The chart below shows the performance of different asset...
Points to Ponder. Athmanirbhar Investor?
- October 22, 2020
- Posted by: Arunanjali Securities
- Category: Business
Covid and China seem to have brought the importance of self reliance into focus and the buzzword right now is Athmanirbhar. When it comes to investing, an increasing number of retail investors seem to have imbibed the spirit of self reliance, a sort of do-it-yourself attitude. And this has come about at a time when...