Author Archives: Fauji

NIFTY AT 10000 LEVELS

I usually do not hazard guesses. But the landslide victory of the Bhartiya Janta Party(BJP) in the biggest electorally meaningful state of Uttar Pradesh, day before yesterday seems to compel me to WARN INVESTORS because stock market pundits and soothsayers … Continue reading

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WHICH MUTUAL FUNDS TO INVEST IN?

A long break. Actually nothing exciting happening on the economy front but a lot happening on the behavioural finance front. In the last one month I have received six queries about which mutual funds to invest in, Or is this … Continue reading

Posted in Behavioural Finance, Mutual Funds, Personal Finance | Leave a comment

WISH YOU A VERY HAPPY 2017

I wish all my readers and their families a very Happy 2017. 01 Jan of every year is just a milestone kind of thing, same as birthdays and anniversaries. They become pegs around which we hang our decisions.  Actually how … Continue reading

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SELL NOIDA TOLL BRIDGE

Sometimes, one writes with a heavy heart. I guess today is one of those times.  I had been a proponent of investing in Noida Toll Bridge Company Ltd(NTBCL) for its free cash flows, debt free business and a moat which … Continue reading

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Noida Toll Bridge Company Limited and Allahabad High Court Judgement

Yesterday evening, the Allahabad High Court has passed an order that the DND Toll Will be removed and the commuters moving from Noida to Delhi and vice versa can move freely. It is front page news in all dailies overshadowing … Continue reading

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INVESTMENT IDEA : DIWALI PICK

I normally desist from giving out right stock recommendations, not because I cannot, but because my outlook is 15-20 years whereas a lot of my readers despite my advice have short term views. This leads to a dichotomy. My recommendations … Continue reading

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IS THERE AN ASSET BUBBLE BUILDING UP IN THE WORLD ECONOMY?

Are  we  heading for another crisis like the sub prime crisis? I think we are.   I am confused with the  negative bond yields and interest rates in Europe and Japan. What is happening, man? I am just thinking of … Continue reading

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WHY THE OTHERS RULED INDIA AND WE DID NOT RULE OTHERS?

I had posed this question a month ago and the answer to that lies in biology, anthropology and geography more than history. It all starts with putting life into four buckets – Bucket A is 4.5 billion years ago when … Continue reading

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MONEY MONSTER : A MUST WATCH FOR STOCK MARKET INVESTORS

I am just back after watching “Money Monster”, a movie starring George Clooney and Julia Roberts. It’s a great drama on how stock market analysts spill out spam from their mouths on TV without knowing the ABCD of that business … Continue reading

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WHY DID NOT INDIA RULE OVER THE TURKS, AFGHANS, PERSIANS & THE BRITISH BUT WAS RULED BY THEM?

This question was asked by  my son who is in class IX. I am looking for a logical answer. I have some theories. I want the readers to contribute some cogent ideas. Anything, except —- we were a divided lot, … Continue reading

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