INDIA
The Ghost of Rakesh Jhunjhunwala: Shankar Sharma on India's big bull
Writing as Le Grand Fromage, the market veteran remembers his association with the Indian market's big bull. He says, Indian investors have a Sholay problem. Rakesh has become the sole yardstick, the lone arbiter of whether you are a successful investor or just a DeLorean trying to become a Ferrari Purosangue.
BUSINESS
Shankar Sharma on what’s next for Indian and US markets
Writing as Le Grand Fromage, the market veteran explains how "Lake of Returns" approach can be used to gauge market sentiment and to make market predictions. The approach posits every asset class and sub- component of it has a natural return reservoir attached to it, based on its long-term history. In order to judge if the market's lake is low or high in terms of water, or returns, we need to look at the kinds of returns we have seen generated in the past few years
BUSINESS
Shankar Sharma writes on " The Unbearable Lightness of being Hare-ish"
Writing as Le Grand Fromage, the market veteran says that a hare can swivel, zigzag, and most importantly, make U-turns, the characteristics an investor needs when the bull market euphoria is at its peak.
BUSINESS
How India created a generation of brainwashed investors. And the macro disaster this has created
'Investing is about capital preservation at its core. But in our twisted, warped investing marketing in India, taking bullets, arrows, and even mortar shells became substitutes for common sense,' says ace investor Shankar Sharma, writing as Le Grand Fromage
BUSINESS
Opinion | Shankar Sharma shares his investment playbook for 2025 and beyond, inspired by Nobel winning neuroscience idea
Ace investor Shankar Sharma, a.k.a. Le Grand Fromage, unveils the 'SSIPHO' method - blending breakthrough medical science with cutting-edge investment strategy.
BUSINESS
Ratan Tata's steel will motor along
Once Ratan Tata had control, he set about reshaping the group in his own thinking. And that was to take bold aggressive bets, not just incrementalism.
BUSINESS
Shankar Sharma’s take on smallcaps: Could the bull be getting tired?
The matadors are all out there with sharpened stiletto's, inflicting scars on its hide in the form of SME scams, regulatory warnings, RBI crackdowns, funding winters, et al says Sharma
BUSINESS
The original dream merchant: Shankar Sharma's tribute to Big Bull RJ
Market veteran and a close friend, Shankar Sharma chronicles good times with the billionaire investor, putting up ‘show fights’ and jousting. RJ was the one who gave Indian investors a ‘New Hope’
BUSINESS
During the 1991 economic crisis, I asked an astrologer about India’s future: Shankar Sharma
For me personally, and for my contemporaries, it is a bittersweet realisation that had it not been for the 1991 economic crisis which forced India to liberalise, India’s economic trajectory would have been different
BUSINESS
Supply shortage, soaring demand drive up commodity prices, Shankar Sharma explains backwardation in lumber and tin
The premium for commodities that can be delivered now versus later into the future is the highest since 2007, signalling just how strong is the demand for raw materials and how tight supplies are.
