Thursday, May 22, 2008

Coffee with Google's Engineer and IIMB Select: Sundar Rajan

I am pretty excited about this and want to tell the whole world.

Sundar Rajan is a Google Software Engineer and has been selected for IIM Bangalore PGP. He has a wonderful blog where he has interviewed some very famous people. I'm honoured to be asked for having Coffee with Sundar

Here's the link to my interview:
Thanks Sundar.

Do let me know what you think at Sundar's blog.

Tuesday, May 13, 2008

Gold should be a significant chunk of one’s portfolio

V. Anantha Nageswaran is head, Investment Research, Bank Julius Baer & Co. Ltd in Singapore and writes a weekly column in Mint , which I love.

Today's article recommending Gold as an important asset for investment is a very insightful read.

...the return of inflation is the biggest scourge of paper money and the biggest argument in favour of gold. Therefore, to look back at history and discredit gold is not very rigorous since, I believe, inflation resurgence makes the case now for gold, if it did not do so earlier.

Equities are denominated in paper money and when paper money loses its sheen, so would paper-backed assets. At least partially, that anxiety drives the campaign to discredit gold as a potential alternative asset for investors.
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