I have been a contrarian investor for decades and believe that patience pays off well in the long run. However, there are some ground rules to minimise the probability of failures. Firstly, one should not play contrarian for the sake of being a contrarian — or to stay away from the crowd. Secondly, a contra play is in those sectors or companies which are not doing well at a point in time. So, a good management in an underperforming sector is always better than an unscrupulous management in a good sector. The latter could be a good momentum play but the former, possibly, is a good contra play.
My Best Pick 2019
The independent market expert believes a strong PV line-up and a robust plan for JLR could turn up trumps for Tata Motors
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021