Articles Posted in the Portfolio Category

  • Pic15

    Launderettes, Digital Services And The New Rich – Investment Trends To Act On

    It’s easy to get carried away by investing, based on trends. In the public markets trends become apparent when they have already gathered momentum and early investors are ready to cash out. Being a public firm is by default an indication that enough people know about the opportunity. Global…

  • touchwood

    Touchwood’s Timber Tricks

    MONEY, INVESTORS in Touchwood Investments have found, does not grow on trees. Timber valuation methods used by Touchwood, which used to boast of being one of Sri Lanka’s most valuable brands by being ranked within…

  • water

    Water Water Everywhere…

    There’s lots of water in Sri Lanka. But there are still plenty of economic and political challenges and tradeoffs involved in allocating a resource that is plentiful but nevertheless limited.  There are some things in…

  • Mar12013-markets2-02

    So how’s that long beta strategy working for you?

    During the market bubble easy money attracted investors to the business of running a stock brokerage. Some licensees adapted their brokerages to serve the volumes generated by retail investors who in their frenzy accounted for…

  • roundtable

    After the rollercoaster ride

    As the dust settles on a roller coaster year for listed stocks, most individual investors – who didn’t prune portfolios in 2011 – would be staring at vastly diminished ones by now. Rebuilding these battered…

  • amal2

    Meet the go-to guy for economic forecasts

    Early in her reign, Russian Empress Catherine the Great’s attempts to mitigate the oppression of serfdom and reform the outdated legal code, foundered against the might of the nobility, the Imperial Guard and the Orthodox…

  • Ravi

    Sparkling Future for Corporate Bonds

    The stage is now set for Sri Lanka to rapidly move from a bank driven economy to a market driven one, that is, if corporate debt issuers step forward Guest Column by By Ravi Abeysuriya, CFA…

  • Dilith

    Dilith Jayaweera Shrugs off Mafia Controversy

    A brazen risk appetite made it possible for Dilith Jayaweera to exploit the stock market anarchy in the last couple of years to build an empire on a foundation of short term debt. He now…

  • Chami-edited

    Gambling on JKH’s Next Move

    JKH Share Price Rs210 (1st November 2012) If it ain’t broke, don’t fix it, is a maxim investors seem to have applied to John Keells Holdings (JKH) the largest and most liquid company listed on…

  • quant fund

    Enter the Quant Fund

    Relatively sophisticated investors’ whose self managed portfolios have been clobbered by the recent market correction often moan the lack of alternative asset investment options like hedge funds and private equity. In many wealthy and sophisticated…