Don't Quit Mid-Week If You Value Stakeholders
If you care about your company, if you care about the time you spent there, if you care about other stakeholders and shareholders- u do not resign with immediate effect in the middle of a week.
India’s FII Holdings Dwarfed by Three Chip Giants
FII holding in India: approx. US$ 750 billion FII holding in just Samsung Electronics, TSMC and Hynix: US$ 1.75 trillion Source: Nomura How much India has lost in past 2-3 yrs on a relative basis is crazy.
Buying Now Equals Holding All Along, No Extra Gain
Wrong analysis. For example, If person sitting on cash invests on Monday then from Monday evening onwards he is in the same position as the one who was holding the same stock all through. There is no additional benefit in buying...
Investors Should Apply Economists' Simple Extrapolation to Stocks
I enjoy very much how economists analyze: Oil is up $50. India imports 5 million per day. This is US$ 250 m extra per day or US$ 7.5 billion per month. How will India make up for annual US$ 90 billion...
Oil Supply Drop Equals ~4 Days, Not 20
Current oil supply is not zero. It is 20% less than before. So this would mean 20 days of consumption.
March 9, 2009: Market Bottom Marks 17-Year Recovery
Today is March 9th. Do you remember March 9th, 2009. That day the equity markets bottomed out after the Global Financial Crisis. Happy Anniversary.
Korea's 37% Surge Highlights India's Stagnation Concerns
Korea market is still up 37 pct this yr ( this calendar year). So hopefully India does not fall in sympathy when it did not rise in elation. https://t.co/bshlp2GLRM
India Emerges as Hedge Amid 7% Kospi Plunge
Kospi down 7 pct. Quick, need a hedge for this hedge i took a few days ago. Wait, I have one - India.
Prioritize Understanding Over Constant Market Openings
We should stop asking for stock markets to be open for every economic announcement so that traders can hedge their risks. Imagine if our market was open when these new tariffs were announced and old ones scapped- 12 hours later people...
Flat Earnings, 60% Stock Drop Signals Future Disruption
Interesting thing is to see 2nd Exhibit- earnings were OK (flattish) for 4 yrs but in the same period stocks were down about 60%. This is what can happen when there is view on longer term disruption which does not...