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12000 Sensex - we are there but we don't belive it!

by rajmajumder 5. May 2009 08:30
It is critical, then, not to lose sight of valuations and gravitate towards high beta, mid-cap stocks, if you are long term investor. You should very clearly also be looking to increase your equity allocation to 60-70%, bringing down debt. The new economic cycle has well and truly began and equities will outperform all other asset classes from here on out for the next 18-24 months. [More]


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Investment Fundamentals | Macro Watch | Specific Stock Sector

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Ultimate Reserve of Capital

by rajmajumder 23. March 2009 13:03
So who is the ultimate store of capital? The answer for now is the government – overextended and inefficient as it may be. Or is it a slight of hand where by monetzing deficits we get the – pleasure of not having to deal with the problem today. [More]


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The Curious Case of 12% FD

by rajmajumder 23. March 2009 13:01
Data is beginning to surface about interest rate driven sectors, real estate specifically, had over extended itself where even minor demand destruction will cause them to default en-mass. [More]


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Credit De-growth

by rajmajumder 23. March 2009 12:47
Now what if the Bankers find these rates too low to compensate them for the risk they now percieve? They stop lending, restricting supply thereby putting upward pressure of rates – text book economics! [More]


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Age of Volatility

by rajmajumder 23. March 2009 12:19
It is like a stretched rubber band when stroked causes vibrations – the longer the band the higher the vibrations. [More]


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3 Questions

by rajmajumder 4. March 2009 11:42
Heightened Volatility   The Great Moderation (view that in the West we have entered a period of good growth with low inflation) has come unstuck with a thud.  We are if anything entering the age of unprecedented volatility.  It is like a stretched rubber band when stroked ... [More]


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About the author

Raj Majumder   Fred G. Stei  
 

Raj Majumder is the Founder & CEO of iMetanoia, a financial services firm focused on the retail investor. Raj has over a decade of progressively increasing responsibilities in some of the world’s most demanding business situations. He has worked with Goldman Sachs in Europe and Accenture and AT Kearney in India and Singapore and Infosys in the US. In these years, he had had the opportunity to lead consulting engagements, start his own company and grow one of the strongest technology brands.

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