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Vivek Kaul's Diary | Equitymaster

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Vivek Kaul's Diary

I'm Looking for Companies Not Influenced by Farm Loan Waivers and Minimum Support Prices

Are there any good companies in the agrochemical space worth looking at?

US Versus China - May the Cheapest Man WinNov 15, 2018

Donald Trump has imposed a set of tariffs this year to discourage imports. Yet even with tariffs the deficit is not decreasing but increasing.

Whose Wealth Are Banks Managing Anyway?Nov 14, 2018

Are the wealth management divisions of banks really interested in managing the wealth of their customers?

What SIPs Tell Us About the Stock MarketNov 13, 2018

The real test of the SIP investor will come once the stock market falls by 20% or more, or for a period of six months or more, which it hasn't up until now.

All's Not Well On the Oil FrontNov 12, 2018

Despite Indian imports from Iran continuing, with the Saudi led OPEC deciding to cut production in December, the situation isn't looking too good.

Trick or Treat? Oops, Here's Wishing You a Very Happy Diwali!Nov 5, 2018

Vivek remunerates on how Diwali has changed over the years.

Should You Abandon Your Investment Strategy in This Falling Market?Nov 2, 2018

It is in these volatile times, when investors' mettle is tested the most...

How Italexit Could Sabotage BrexitNov 1, 2018

Will the British politicians jump at the chance of delivering a good Brexit? Or will they jump at the chance to delay Brexit indefinitely? Read on...

The Coming Economic SlowdownOct 31, 2018

With interest rates in the US going up and the trade war between US and China, going full swing, the world is likely to see another economic slowdown by 2020.

When Whales Fight, Shrimps are EatenOct 30, 2018

The China-United States trade war is threatening to go out of control and hurt the global economy in the process.

Why Arcelor Mittal and not Ruias, Should Be Buying Essar SteelOct 29, 2018

Bank loans are not pocket money is something that Indian industrialists need to understand.

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Nov 19, 2018 12:15 PM

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