What happens to my money if the market falls off a cliff tomorrow? Sandipan Roy, CIO, Motilal Oswal Private Wealth has the answer.
From why FIIs will return to India with 'bagfuls' to what to do if markets crash 20%, from finding the next multi-bagger to whether the battered IT sector can bounce back -- Trust MF CIO Mihir Vora's calm answers will surprise you.
'It appears to be a combination: A glacier breaking away, and a dam-like formation downstream reaching capacity and releasing water suddenly.'
'When a glacier collapse or a major flood event does occur, the water will simply reclaim its original path, and anything built in that path will be swept away.'
'If he settles on something, there are fifty considerations behind it -- the pros and cons, all of it.'
'The day we start making rules purely along caste lines, we only divide society further. That's the conversation the government needs to have, and soon.'
'Modi had his own cricket team in his school days. He was a good cricketer.'
'The sales pressure on the ground, a board and CEO not fully aligned, and a senior team that isn't pulling together -- that's when these things surface.'
'Once you're wrestling with making a merger of that scale value-accretive, you're also under pressure to keep growing the balance sheet and chasing liabilities, and other things start to slip as a consequence.'
'Hydro-seismicity is a phenomenon that typically shows up during and just after the monsoon.' 'Heavy rain causes water to percolate deep into the rock, and where there are fractures, that water fills the pores and builds up what we call pore water pressure.' 'That pressure can widen existing cracks, and eventually the rock gives way -- which surfaces as tremors.'
'Investors spend too much time picking the right mutual fund and too little time choosing the right asset allocation. That's where real wealth is created.'
'This is no longer a single-hazard problem; it is a cascading, multi-hazard problem. A landslide never occurs in isolation. This entire chain is the cascading effect of what looks, at first, like a single disaster.'
'... that work is done. The task is to reallocate what has been built, with the courage of a founder and the discipline of an owner.'
'I've seen a lot of meetings over the years, but this was the first time I've seen the deputy chief minister and the industries minister sit through something like this with 200 to 300 industrialists, local residents and politicians from both the ruling side and Opposition, all in the same room.'
'The made-up stories really angered me. Forget angering me, it actually made me feel, okay, if they want to play this game, let me play along.'
'He wanted to know what products I'd brought along, so I showed him jackfruit flour, which research has linked to managing type 2 diabetes.' 'Then jackfruit seed flour, a strong source of protein that rural households have eaten for generations without it ever becoming a commercial product. I gave him ripe jackfruit chips too.'
'Instead of choosing dialogue, the government chose repression... Force ought to be the last resort, not the first.'
From selling vacuum cleaners to Bollywood's poetic soul, Swanand Kirkire reveals the grit, heartbreaks, and coincidences behind his most iconic songs and life's journey.
'For the rest of his tenure, people will start with the assumption that even Modi can be forced to bow down'
AI-driven job disruption, rising debt, shrinking savings and a changing global economy are reshaping India's middle class. Saurabh Mukherjea discusses jobs, entrepreneurship, investing and the future of India's economic growth on THE REDIFF PODCAST.
'Earlier, people used to hand money directly to priests after a ritual, and priests would keep it in their own pockets. We completely stopped that practice.'
'When you are standing for what the Constitution guarantees you, you are not alone.'
TeamLease Co-founder Manish Sabharwal on why regulatory cholesterol is killing India's entrepreneurial engine -- and how we can fix it and generate 100 million jobs in India in just about 7 years.
'Buy on dips, buy on dips and sell on rise.'
'But two things worked against them: People kept coming forward, and -- crucially -- these were not outsiders.'
'What struck me at the time was simply the scale of it -- that something of this magnitude could be unfolding inside the Ram temple itself.' 'It was bewildering. And what troubled me further was the manner in which people were shielding it.'
From boardrooms to ballrooms -- Indrani Mukerjea is back, unbothered, unstoppable, and gloriously, unapologetically herself.
'You think it is written somewhere that she will not? She might escape for two months, perhaps a little longer. But she will go.'
'...because that protects their aviation industry.' 'The Boeing 787 is one of the most widely-flown wide-body aircraft in the world, and Airbus is running neck-and-neck with Boeing.' 'Airbus is not going to let an opportunity like this pass.' 'If a software problem with the 787 is confirmed, they will use it to increase their own orders.'
'It's a bit uncertain. Let's see what happens. But he is the top man of Assam, and since my politics is in Assam, I thought it's best to seek his guidance before I take any decision.'
'Something could happen to me... I understood that day itself that what they had sent me was a final warning.'
'Both men understand the stakes. They are not about to squander what they have.'
'Those who have drained Mamata Banerjee's blood -- they are the ones calling us traitors.'
Robin Liu steps down as India CEO of OnePlus. The company shares key updates on its India operations and future strategy. Here's what it means for the brand and market.
'Once the market decides it wants to go up, it goes up -- no amount of bad news can really hold it back.'
'You set up your SIPs and you do not touch them. Not during COVID, not during a war scare, not when your neighbour tells you the market is finished. You let the noise pass over you.' 'The beauty of this approach is that it does not require courage or conviction in the moment. It just requires inertia -- keep the SIP running and do not look at your portfolio too often.'
'I cannot imagine that any NSA before Ajit Doval would have given us this kind of time and this kind of engagement. They would have offered slogans, or nothing at all. That, too, tells you something.'
Meet Radhika Gupta, CEO and MD of Edelweiss Mutual Fund. One of the 20 global influencers on LinkedIn -- a list she shares with Prime Minister Narendra Modi. And perhaps one of the most candid and transparent voices in Indian finance today.
'You sat for the exam. You experienced the environment -- the pressure, the time constraints, the pattern of questions, where you were strong, where you struggled. That experience is invaluable. No amount of coaching can replicate that.'
