What is ESG investing?

Friday, September 28th, 2018

The last few years has seen a global shift toward sustainable investing. It started with investors avoiding putting money toward companies that harm the environment, but over time this has evolved into investments that take into account climate change, social issues and responsible corporate citizenship. Environmental, Social and Governance (ESG) investing is thus a new […]


Shrinking Alpha in Large Caps

Friday, August 31st, 2018

About a year ago we had done a post on the shrinking Alpha in large cap mutual funds. Globally, there has been a¬†shift of financial flows from active to passive management because of the inability of active managers to outperform their benchmarks consistently after fees. For a long time India was able to buck this […]


The rally in financials

Monday, August 27th, 2018

There has been a lot of buzz about the potential for financials in India and investors have been willing to pay a huge premium for well managed private financial institutions. Taking note of this, there has been a rush for such companies to list on the bourses. Already a number of NBFCs, insurers and asset […]


Narrative or Earnings

Wednesday, August 15th, 2018

Josh Brown had a comment on a WSJ article which talked about how, since 2011, you could have focused either on corporate earnings growth or the negative commentary around FED tapering. If you had focused on the FED narrative, you would have missed out on the massive 161 per cent rally in the S&P 500 […]


Coffee Can investing with S Naren

Tuesday, August 7th, 2018

Nice interview of S Naren by Saurabh Mukherjea on Moneycontrol¬†in their new Coffee Can Investing Series. A few excerpts from the video: On the importance of a support system to help improve your investment calls: So, what I guess Mr. Kamal Chaddha did was he got together a set of people like alcoholics anonymous. These […]


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