Category Archives: Finance & Investing

Lessons from Warren Buffet’s Annual Letters – Part 3


This is third in the series of articles about my learnings from Warren Buffet’s annual letters to Berkshire Hathaway. Read Part 1 and Part 2 here. Business Performance It is comforting to be a in a business where some mistakes can … Continue reading

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Lessons from Warren Buffet’s Annual Letters – Part 2


This is second in the series of articles about my learnings from Warren Buffet’s annual letters to Berkshire Hathaway. Read Part 1 here. Investor Behavior When investing, we need to view ourselves as business analysts, not as market analysts, macro-economic … Continue reading

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Lessons from Warren Buffet’s Annual Letters – Part 1


This is the first in the series of articles about my learnings from Warren Buffet’s annual letters to shareholders of Berkshire Hathaway. The greatness of this man is in distilling his worldly wisdom in investing into simple sentences that an … Continue reading

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China’s Shadow Banking System


A well researched article in FT.com warns about the exponential growth of shadow banking system in China and the potential fallout in future. Wealth Management Products (WMPs) are emerging as alternate asset of choice for investors in China seeking better … Continue reading

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The Perfect Hedge


It has come as a shock to many in Wall Street that an innocent hedge, from a bank known for its ability to manage risk, could go so horribly wrong. Dig deeper and the story is a bit different. Many … Continue reading

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China’s Dilemma


Over the last few weeks the political and economic turmoil that is unfolding in China is creating quit a stir. While many books and articles have predicted an impending political and economic crisis in China, the recent events are only … Continue reading

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Is It Better to Buy or Rent? – NYTimes.com


NYTimes.com has a nice interactive chart to evaluate if renting or buying a home is better option. Although the chart is for $ investments it wont matter what currency you use.

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How IFRS will impact financial statements


A good article in Livemint about how the switch over to IFRS will impact Indian firms. IFRS is going to have significant impact on the financial statements of Indian companies following Indian GAAP standards. IFRS mandates different accounting norms compared … Continue reading

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China’s financial system


A new book, Red Capitalism, takes a critical look at the China’s financial system. In late 70’s China virtually had no banks. For the next 3 decades, the senior leadership in China meticulously built a formal financial system. But concerns … Continue reading

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Fool’s Gold (by Gillian Tett)


This book tracks the history of credit derivatives market from their roots in J.P.Morgan to their eventual role in Wall Street collapse in 2008. ABS and MBS have been around for sometime that allowed banks to offload credit risk to … Continue reading

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