Investing Psychology

When it comes to achieving success in life, most people accept that hard work and luck with determination and courage to stick the course are most important factors. However, when it comes to investing these factors are rarely practised. Most people try to use their luck in full gear expecting to strike a gold mineContinue reading “Investing Psychology”

The 4 Ds- Debt Deflation Demography and Default, Part II

Link to First Part: https://thefellowinvestor.in/?p=281 Demography The demographic dividend is the potential of economic growth that can result from shifts in a population’s age structure, mainly when the share of the working-age population exceeds the non-working-age share of the population. However, the world is aging at a faster rate than most can ever imagine. The USAContinue reading “The 4 Ds- Debt Deflation Demography and Default, Part II”

The 4 Ds- Debt Deflation Demography and Default, Part I

We live in interesting times. On one hand, we are living in one of the most prosperous ages the earth has ever seen. The technological advancement is unparalleled in human history. Global wars have not been seen since last 75 years baring a few small localised wars. The global population is 7 billion plus strongContinue reading “The 4 Ds- Debt Deflation Demography and Default, Part I”

A Short Note on Silver

We have already discussed the importance of gold in the monetary system in our previous article. Platinum, Palladium, Gold and silver forms part of precious metal group. These metals are carefully selected owing to their properties. Most of them are precious because they are rare and serve some important function. Platinum for example is usedContinue reading “A Short Note on Silver”

How Important is oil to India’s Development?

India’s energy policy is very critical to the growth of the country. The country imports 85% of its oil and has been importing coal too in recent years. Recently we saw a huge rise in the prices of diesel and petrol in the month of May & June 2020 due to increase in excise duty.Continue reading “How Important is oil to India’s Development?”

Effect of Abolishment of Dividend Distribution Tax

Previously, Dividend Distribution Tax (DDT) was payable by the Domestic Company on declaration, distribution or payment of dividend. However, Finance Bill 2020, proposed to abolish Dividend Distribution Tax, and has shifted the burden of taxability to the recipient of dividend Income i.e. the shareholder or Unit holder (in case Mutual Fund). Erstwhile Provision of theContinue reading “Effect of Abolishment of Dividend Distribution Tax”

Investing in Tough Times

“Show me the incentive and I will show you the outcome” – Charlie Munger The past decade has seen many simple established investment phenomena been questioned. From negative interest rates to negative prices for crude, what was considered to be once a millennium events (six sigma events) have suddenly popped around the world all inContinue reading “Investing in Tough Times”

Automobile Industry- Going Into The Slow Lane

It is hard to escape the influence of Automobile Industry on Global economy. The impact of the auto market goes deep, with long supply chains and large consumption of raw materials like steel, iron, aluminium, plastic, glass, carpeting, textiles, computer chips, rubber and much more. In fact, the automobile industry is home to millions ofContinue reading “Automobile Industry- Going Into The Slow Lane”

Gold – Why the yellow metal is Shining

Whenever we speak about this yellow metal, a lot of the debates rage regarding its usefulness or the lack of it. Gold has been part of our daily lives for thousands of years. Been used primarily as an ornament material and for some centuries as a commodity money, gold has been the shining metal thatContinue reading “Gold – Why the yellow metal is Shining”

Analysis of the Current Market Crisis (Part 2)

As we discussed in Part I, while the virus may have been the needle, the bubble was already looking to deflate. Global economies were seeing lower growth projections. China had already reduced its GDP growth estimate to 6% from 6.5% with analysts further reducing target GDP Growth to below 5%. Similarly, India’s GDP growth dippedContinue reading “Analysis of the Current Market Crisis (Part 2)”

Analysis of the Current Economic Crisis

Part – I The world is going through a global economic crisis which is historic in nature. While the Covid-19 pandemic has certainly played a major role, it is by no means the only reason. It is our understanding that the economic crisis was in the making prior to the pandemic, as unrestricted credit growthContinue reading “Analysis of the Current Economic Crisis”