Gaurav

Diversification and Asset Allocation in the Indian Market

This is good work. I think that you should also consider holding period in your calculation. i.e. calculate 15 year rolling returns every month for each category you have presented (if you can get data going back another 10-15 years). Then calculate the average returns and std deviation. I will bet you that 100% stocks has highest returns and the lowest std deviation. For your very long-term holdings, stocks are much better investments than any other investment, as they offer you the lowest risk - lower even than bonds - as well as the highest returns.

The Long Case for India

There are a lot of other companies - Tata Motors, HDFC Bank, WIpro etc. Besides a lot of call centres - WNS etc. are getting listed in the US. Any opinions on them?