Hello readers! This is interesting times for Indian economy and stock markets, post the budget. People (including me) had high expectations out of Chidambaram’s budget which failed to deliver on many counts including bold moves to grease the economy and markets. For example, it was negative or [...]
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Hello Readers, Mr.Chidabaram is coming with the last budget of the UPA-II government on 28th Feb and he would be carrying a high burden of expectations from the investors, industrialists and common man. Whether he will be able to deliver for all would be something which everybody is waiting with hel [...]
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Hello readers, Wish you all a very happy and wealth generating New Year -2013. How Indian markets performed in 2012 vis-à-vis my 2012 Forecast: Before we get into 2013, let’s look back and see how the Indian markets performed in 2012. The Sensex was up by 26% with respect to 2011 closing l [...]
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Hello readers, I continue to be a big and unabashed fan of the long and medium term potential of Indian economy to beat all the other nations hands down in the coming few decades , despite our political leadership and bureaucracy. As we speak the foundations of the great Indian Bull run are bein [...]
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This time , I am going to devote some time on the India growth story which everybody including the big investment banks, FIIs , and our own domestic industrialists in their wisdom had almost given up.I would refer you back to a blog I had written on 25th June 2011 on the topic “Biggest growth [...]
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2012 Budget has come and gone as an non-event this Friday(16th March). And so has the critical RBI policy announcement a day earlier on 15th March and critical state elections results including UP elections. One interesting fact is that market had been anxiously waiting for these 3 events as major p [...]
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I had predicted a good year for equities in my forecast for 2012(published on 31st dec 2011) with sensex going to the levels of 20000 to 21000 by the end of the year.I also had predicted that some strong businesses(My top 10 stock picks in the same blog) in specific sectors like Banking&Finance, [...]
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Indian economy is at cross roads today when its suddenly being compared with 1991 situation when India had to pledge Gold to borrow foreign exchange. The GDP growth rates have dipped down to 5.3% (the lowest rate in last 9 years) with high inflation rates at 7.4% , raising an unprecedented spectre [...]
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Wish you all a very happy and wealth generating new year -2012. 2011 will definitely be remembered as one of the forgettables years for the Global stock markets as far as investment returns are concerned. While the US markets closed virtually unchanged with respect to 2010 closing level(0.4% down), [...]
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This is uncertain but interesting times when the markets and Rupee are touching new lows . Fear is the all pervasive emotion hitting all the market parcticipants with investors and traders triping over each other to sell their assets . In these uncertain times , what should be our investing strat [...]
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Its incredible and wierd to think that a tiny economy like Greece with $310 Billion GDP(<0.5% of world GDP) could threaten to engulf and freeze the world financial markets with the prospect of Greek default on soverign debt payments. The experts are predicting that the damaging impact o [...]
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The first world consisting of developed nations – US and west Europe – are at the cusp of recession again . This time not due to recklessness and greed of private sector (mortgage companies and investment banks) but due to profligacy and extravagence of the goverments. Unthinkables l [...]
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