The Cult of We - when founders flounder!
by R. Venkataraman August 20, 2021 13:27 IST
The laws of the financial world are different from the physical world. You can have prolonged periods of time, when sanity takes a back seat and excesses happen.
Welcome to Khelo India Khelo
by R. Venkataraman June 15, 2021 10:28 IST
Retail trading or day trading has exploded because of falling brokerage rates, democratization of information, higher transparency and mobile platforms.
Selling stocks! To do or not to do, is indeed the big question
by R. Venkataraman May 12, 2021 09:14 IST
My simple message for dear readers is, if you don’t have any desperate need for funds, then don’t do anything.
It’s the leverage, stupid!
by R. Venkataraman April 09, 2021 10:20 IST
The blow up of a US hedge fund has resulted in WhatsApp university offering many courses on what went wrong with Bill Hwang and Archegos.
Inflation is a risk to economic recovery in the near term says R Venkataraman to ET Wealth
by R. Venkataraman March 26, 2021 16:19 IST
The expensive valuations have been sustained by strong rebound in corporate earnings which led to ~8% upgrade in FY22 Nifty EPS since October 2020.
R Venkataraman of IIFL Securities shares his views with Moneycontrol on Budget, Q3 Earnings and overall Markets
by R. Venkataraman February 17, 2021 12:35 IST
We believe the interest rates are likely to have bottomed due to inflationary pressure, large government borrowings and normalizing credit growth. Hence rate sensitive sectors should be avoided in our view.
Rising markets! Save yourself from scamsters!
by R. Venkataraman January 27, 2021 16:58 IST
As markets make new highs, one gets more emails and messages, which highlight the accomplishments of traders who have found a formula for making money.
Jingle on the Street! A harbinger of good times?
by R. Venkataraman January 01, 2021 10:52 IST
Data does not seem to convincingly prove that short periods of high returns are always followed by meagre returns. Only in 4 instances, we had negative returns in the subsequent year.
Beating the Nifty! Is there a recipe?
by R. Venkataraman October 13, 2020 09:33 IST
Since September end, Bankex is up 16% with large banks like ICICI Bank, Bandhan up 20-27%, Housing Finance Companies like Repco, LICHF, PNB Housing are up 50%-100% from their six-month lows.
Greed, fear and the Psychology of Money
by R. Venkataraman September 26, 2020 11:34 IST
Morgan Housel’s 'The Psychology of Money' explains in detail the role of human biases in investment decisions.