Cross-border militancy, curfews, terrorism, the forced exodus of the Kashmiri Pandits – the beautiful vales of Kashmir have been marked by continuous conflict and complete breakdown of civilian-state trust in the past few decades. As someone whose family was forced at gunpoint to leave behind their ancestral homes in Srinagar in the early 1990s, author Avanti Sopory could have chosen to dwell on the negative and to paint Kashmir in shades of bitterness in her writing. … [Read more...] about Kashmiri Pandits have received only lip service from political parties, says author Avanti Sopory
Armed with prospects of high growth, split-second information reach, large doses of capital infusion began to push the new age companies to stratospheric valuations. The stock prices continued to rocket northwards, and retail as well as institutional investors shed the time proven principles of staying invested for a long period of time. Old economy sectors and stocks – infrastructure, construction, public sector companies, metals & mining - started witnessing dwindling traded volumes, clearly highlighting the shift to consumer discretionary, fintech, FMCG and other consumption focussed sectors. Seth Klarman’s words, "The single greatest edge an investor can have is a long-term orientation" seem to be slowly fading away. Economy was disconnected from the stock market was an accepted fact in most investment circles, but by how much and for how long, were the points of debate. … [Read more...] about Value investing: Warren Buffett course-corrects his investment style, should you?