TCI Investment Note: Persistent Systems

This is a post with a difference. For the first time on this site, I’ve tried to articulate my thesis

Read more

So many stocks…So little time

This is a practitioner’s post for someone looking for help to develop their own investment process, using a freely available

Read more

The NIFTY in 2016

A little over a year ago, I published predicting Indian stock market returns based on historical analysis of the NIFTY and

Read more

Challenging what I “know” – Indigo Airlines

I recently broke two of my own investing rules. I invested in the recent IPO of a company, in spite

Read more

Markets this quarter

Only three sub-indices (IT, Healthcare and Consumer Durables) ended up on Sep 30th compared to where they were on July

Read more

What the biggest fall in six years means for Indian stock markets

So this happened this week… A single day fall of almost 6% and an 8.3% fall for the week before

Read more

China is no stranger to stock market bubbles

The on-going “excitement” about China and stock market bubbles has everyone in a tizzy. A little over a month ago,

Read more