When IL&FS tumbled and the NBFC crisis reared its head, a word that was constantly used was “Shadow Banking”. Shadow Banking is basically financing by ...
Urjit Patel, Governor of the Reserve Bank of India, has resigned. Abruptly. Saying he’s off for personal reasons. (See note) How complex is this? Why ...
Happy Diwali Folks! We write a post every Diwali predicting strange things and laughing at the previous year’s predictions, so let’s not break that ...
The RBI is supposed to be independent from the government. Complaints have come, some from the RBI itself, that the government is trying to undermine that ...
When markets are hot, Networking events are a calling card for many. In recent times, we have had numerous events surrounding investing and trading – all ...
Things have been rough at Non Banking Finance Companies (NBFCs). From September, while the Nifty’s down about 12%, NBFC stocks are down between 15% and ...
Mention the word Fidelity and the only fund manager whose name you maybe able to recall would be Peter Lynch. But Fidelity is a fund house that is much larger ...
Books on Value Investing are one too many to count. Top of the mind recalls are Benjamin Graham’s Intelligent Investor Seth Klarman’s Margin of Safety to ...
One of the enduring things about America is that they don’t overly critique failures. Companies that try and fail are better off than companies that ...
