Month: June 2017

Beware of Buffett quoting charlatans

Beware of Buffett quoting charlatans

Some one read the post  “All is well in the equity markets – really? is it ?” ( http://rajan-ghotgalkar.com/2017/06/19/all-is-well-in-the-equity-markets-really-is-it/ ) and shot off the below comment. Quote – There is liquidity but no alternative asset to invest, which is making people invest in equity by default and they justify their decision to invest in equity on hopes. …

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Modi can never get anything right !!!

Modi can never get anything right !!!

When the BJP appointed Yogi Adityanath no opportunity was let go to shout from the roof tops about how Modi has shown his true colors (read Saffron Hindu fundamentalist). It did not matter that, the Yogi was a Math graduate and that, he had many Muslims supporting him. Modi’s political opponents found a great opportunity …

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The US will now have to dispatch a statesman to unravel the Qatar mess…………

The US will now have to dispatch a statesman to unravel the Qatar mess…………

Published LinkedIn on 07/06/2017 Qatar has been accused of extending support to Iran, the long-established villain in the Sunni dominated Middle East political arena. Qatar has been accused of funding almost every type of terror group; Shiite, the Sunni Al-Qaeda, the Muslim Brotherhood and even the ISIS. Even as Qatar denies all allegations, the Gulf …

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RBI’s Monetary Policy and what it means for the retail investor

RBI’s Monetary Policy and what it means for the retail investor

Published LinkedIn on April 7, 2017 The Reserve Bank of India’s (RBI’s) monetary policy committee (MPC) declared on Thursday raised the reverse repo rate (RBI’s borrowing rate), by 25 basis points. This was done by unanimous decision in the six-member committee – the rate raised to 6% . What does this mean? – Clearly, to ask for any …

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Brexit: It may be more political than economics

Brexit: It may be more political than economics

Published LinkedIn on June 30, 2016 It seems that Brexit will continue to heave and weigh on global markets for some time to come. Boris Johnson slipped saying he never expected the “Leave” camp to win and hence had not thought of what was entailed in actually leaving the EU. Therefore, it’s hardly surprising to see …

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Raghuram Rajan; I love you; I love you not;…………………

Raghuram Rajan; I love you; I love you not;…………………

Published LinkedIn on 22nd June, 2016 “Policies are more important than personalities” says Fitch, India’s ratings will not get impacted by the RBI Governor Raghuram Rajan’s (RR) “expected” departure in early September. This pretty much summarises the truth. India is not a banana republic however much the current political opposition would like to portray it …

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