Club 272

Club 272 is not some new club in India, but it’s the number of MP’s that the UPA government needs … More

Portfolio Strategy

The current financial meltdown may not be the best time to talk about asset allocation since most people don’t want … More

Feeling Down?

Someone emailed me yesterday and asked “why does your blog have such a negative angle on India?”  Part of me … More

Ridham and Blues

Ridham Desai, MD of Morgan Stanley India, has been appearing on the financial networks lately talking about the Sensex correcting by … More

Online Collaboration

It’s official we are heading back to the mainframe model, with a dumb terminal (now called a web browser) and the … More

Another Indian Quant Fund

Reliance Mutual Fund (part of Anil Ambani’s empire) had recently converted a couple index funds (Sensex and Nifty trackers) into … More

New MacBook Pro

After using my 15″ PowerBook G4 for the past 3 years I decided it was time to upgrade. I looked … More

Indian Quant Fund

Back in December 2007, Lotus India Mutual Funds launched India’s first “quant fund” called the Agile Fund.  I use the … More

Financial Comedy

Watching the Indian financial networks lately is better then watching the latest comedy flick.  The talking heads are just trying to … More