Mark Mobius on Emerging Markets

Experts on emerging markets are far and few between. One of the big guns is Mark Mobius of Templeton. Mobius … 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

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

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

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

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

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

The Sensex was down over 515 points today to hit a low for the year – 14571.29. The reason for the … More

I just raced through the latest book from Satyajit Das titled “Traders, Guns and Money” and you would think it … More