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The Original Operation Twist and Why India’s Version Will Fail

In 1961, when Kennedy became President, the US was going through a recession. The answer was to lower interest rates, but since rates were higher in Europe ...

Using Stocks To Launder Money

Avinash Celestine is on roll. In a long but very readable piece, he talks about how money is converted from Black to White using stocks. At the helm is the ...

Keep the steroids, or else…

(I write the column “Acting Pricey”, on Pragati. Here’s the original.) We are addicted. We are on steroids. We are now going to face the music. A steroid ...

Investing in bond funds : What you actually need to know, by Dheeraj Singh

This is a guest post by Dheeraj Singh. Dheeraj was a fund manager for many years specializing in fixed income. He used to head fixed income at IL&FS Mutual ...

The Betrayal of Market Prices

The quality of underlying data is very important when you try to make decisions based on that data. For instance, my friend Karthik Shashidhar writes at ...

DIT: Two-out-of-Three Elements for a Brilliant and Useless Prediction

There are just three elements to a market or stock prediction that make it useful and tradeable. Direction: Which way will the stock go? Up or down? Intensity: ...

The Right Kind of Pain

This is the archive for an article I wrote for Pragati, April 2013. In a recent online video by Dan Ariely, I heard of his story about pain. He was a patient ...

Gold is Not The Problem: Lack of Exports Is

The Government has, in its attempt to control gold imports, increased duty on Gold imports to 8%. All this does is increases the price of Gold in rupees, ...

The Fear of Buying Into Highs

In the recent market run up, I’ve bought a few stocks that looked very much like they were “peaking”. I want to throw a few charts at you and ask you if ...

India’s Quantitative Easing: 16% per year since 1997

We’ve all heard about “Quantitative Easing” in the west. The US is printing $85 billion a month to buy government bonds, mortgage backed securities and ...