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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!
Markets are Always Right?
Oct 30, 2020Ajit Dayal on why you shouldn't let your guard down as an investor.
Governance: For the Country and Your Portfolio
Aug 14, 2020Ajit Dayal on the need of socially responsible governance.
Why Buffet - and you - should study Quantum Liquid Fund
May 14, 2020Ajit Dayal on how Quantum Liquid Fund and Warren Buffett have similar investing styles.
The 36-24-36 portfolio with a 56-inch chest!
May 5, 2020Ajit Dayal on how to walk around with a 56 inch chest in the COVID-19 crisis.
Black swans, Black crows and Fund lies
Apr 27, 2020Ajit Dayal on the questionable practices of the mutual fund industry.
Starbucks, hospital beds - and lockdown
Apr 22, 2020The causes of the COVID-19 pandemic are deeper than you think.
Lockdown! Now the Bailout...
Mar 25, 2020Ajit Dayal on what India should do to manage the coronavirus impact on the economy.
When Value Failed - but Quantum Succeeded
Mar 20, 2020Ajit Dayal shares his personal asset allocation strategy.
Majoritarianism, valuations and the coronavirus.
Mar 2, 2020Coronavirus is not the only epidemic impacting economy and markets. Here are the others.
A Quantum Budget?
Feb 3, 2020Ajit Dayal on the Union Budget 2020-21.
Saffron Curtain = Hindutva Rate of Growth?
Jan 8, 2020Will the Indian economy revert to a sub-3% growth rate?
The Lost Decade
Dec 27, 2019Ajit Dayal explains why 2010 to 2019 was a lost decade for the Indian economy.
Making India Grow Again
Oct 7, 2019How the Modi government can rekindle animal spirits and revive the Indian economy.
Modi Sweeps the Polls - Now to Unclog the Economy
May 27, 2019Will the economy take off in Modi 2.0?
Limited Upside, Higher Downside
May 6, 2019The market's irrational reaction may present opportunities for a limited period of time.
L&T: Should Corporates have a Conscience?
Apr 22, 2019Ajit Dayal believes L&T is taking a risky path and risking not only the culture established at MindTree but the fragile eco system that could endanger the lives of millions of residents in Mumbai.
Is China the real Pakistan?
Mar 19, 2019India is stuck in a bad geographical space. The reality of dealing with an active Pakistan, supported by China, will ensure that India will always be short of money to spend on guns, food and development.
Elections Don't Matter!
Mar 13, 2019Ajit Dayal shows us why from the point of view of the Indian economy, elections don't matter.
Is Your Mutual Fund a Risk To Your Life?
Feb 27, 2019We all need to be more concerned about the long-term impact of investment decisions made for near-term gains. What can an individual investor do?
Wither the Rupee?
Jan 1, 2019Ajit Dayal reads the tea leaves for 2019 and deciphers the fate of the Indian rupee.
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