Club 272

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

Portfolio Strategy

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

Feeling Down?

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

Ridham and Blues

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

Online Collaboration

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

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…

New MacBook Pro

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

Indian Quant Fund

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

Financial Comedy

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