They all fall down
by R. Venkataraman February 15, 2016 10:19 IST
At the cost of sounding philosophical, this too shall pass. There will be deaths along the way, and the survivors will make money and again get loans from everyone when the cycle turns, hopefully after another 3-4 years.
Crude realities! Up or down, reasons for all seasons
by R. Venkataraman February 01, 2016 14:53 IST
It is interesting to note that in the last two years, crude prices have come down but the effective petrol price in the hand of the Indian consumer has not changed. Whatever benefits the Indian consumer would have enjoyed has been taken away by the government in the form of higher excise duties. Effectively, the net disposable income in the hands of the Indian consumer has not changed.
Flawless to hopeless! Don't trade reasons, just invest for long season
by R. Venkataraman January 20, 2016 14:20 IST
To quote Marks, “One of the most notable behavioural traits among investors is the tendency to overlook negatives or understate the significance for a while and then eventually to capitulate and overreact to them on the downside.”
Economic cycles: Yes they are alive and kicking
by R. Venkataraman December 26, 2015 13:56 IST
Of course it a matter of pride that according to Bloomberg, IIFL Research was the most accurate among brokers in predicting the Sensex close for the year. And during the year, our economist was the only one out of over 50 who Bloomberg polled to get Rajan’s 50 basis points rate cut bang on target.
The Next Decade - Looking Ahead With Confidence
by R. Venkataraman July 13, 2015 13:26 IST
While we continue to invest in technology, our focus on award-winning research and unbiased advice remains one of the key differentiators.
Crusadors, Conspirators...and a churn for a better tomorrow
by R. Venkataraman May 06, 2014 11:43 IST
When I was in school, bureaucracy, or getting a job in the government especially the IAS was the 'Dream Job'.
Investor, mind the rupee
by R. Venkataraman February 17, 2014 12:06 IST
Indian market returns have the highest correlation to FII equity flows, compared to other emerging markets since March 2005.
Sachin, kaun hai yeh Sachin?
by R. Venkataraman November 13, 2013 12:51 IST
A gentleman of the game, he has given us hours and hours of joy when he is on the field and maintained his poise on and off the field with his politeness, dignity and decency.
A tale of two indices
by R. Venkataraman October 29, 2013 19:19 IST
Taking the same base of 2008, if you plot it, then the foreign index is at 41,000 whereas the domestic index is still at 16,000-17,000. In other words, after 5 years we are still below the previous peak.
Of ration cards and lessons in patience
by R. Venkataraman October 14, 2013 10:34 IST
The young generation, especially in metros, can hardly identify what a ration card is. When we were growing up in Ranchi, it was the most valuable piece of document.