i just chanced upon a recent sebi circular that deals with registration of anyone that makes or could make a recommendation to buy sell or hold a listed scrip. Given my busy schedule have not yet gone through the nuances of the same. The constitution of india provides any individual with freedom of speech and expression and the expression of views of what I do should be part of that. i also believe that repeated emphasis that none of the posts are recommendations or that I am not an investment analysts or an investment consultant but only expression personal views should be in order.
neverthess until I have clarity on the issue and more than anything am able to devote time to study it, I will not be making references to any stock names in my monthly thoughts.
I shall of course continue to pursue reading up on companies, sectors, macros etc and will actively pursue my own investments based on the thought process. I don’t thinly there can and will be any restriction to express a macro view without narrowing down any specific stocks.
i respect the regulator and till clarity emerges, will be pruning the specific writing as detailed above.