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  • What Lies Beneath
    Posted by Sunil Chabria - Wed at 7:30 PM

    Last week I was watching a investor query an analyst on a television show, the analyst in his most humble opinion on a particular stock said "Fundamentally it is good, technically it is not looking so good." "What should I do?" asked the investor, the analyst replied, "I think you should hold on." The investor prompted "can I buy more, should I sell some." Up came the analyst in his humble opinion "buy on a fall, and sell on a rise" and in wisdom he added,"it is a volatile stock anything can happen." I failed to understand what the investor achieved out of this conversation. The conversation had incorporated everything viz. buy, sell, hold and the standard disclaimer,"anything can happen." Investors are bombarded with packets of ...

    Africa: The next gold rush?
    Posted by Chintan Ghuntla - April 27

    Africa is witnessing geo political changes never before experienced by the continent in history. And it is not only the countries in Northern Africa, like Tunisia, Libya and Egypt, that are witnessing the type of change thought impossible even a couple of years ago. Countries ranging from Sierra Leone to Nigeria and Zimbabwe to the newly carved out South Sudan are undergoing rapid change. Many countries on this continent are witnessing or are experimenting with peace for first time in decades. And totalitarian states are giving way to representative governments.   The continent has always commanded attention from the world for a range of natural resources it can provide, a sort of raw-material supplier to the world. But perhaps for ...

    Capitalizing on India's Rapid Rural Growth with HDFC Bank (NYSE
    Posted by Investing Daily - Mon at 11:41 PM

    India’s HDFC Bank (NYSE: HDB) reported strong first-quarter earnings growth of 30 percent year over year. Fee growth also picked up by 25 percent YoY. Loan growth was a little lower at 21 percent YoY, because of the slowdown and uncertainty in the Indian economy. That said, retail loans increased by 55 percent, indicating stronger than expected consumer demand.   Franchise build-up continues at a healthy pace, with new branches increasing by 28 percent YoY to 2,544. Over the past four years, HDFC’s branch network has grown from 760 in 2008 to 2,544 today in 1,400 cities. Moreover, the number of cities in which the bank now operates increased by 40 percent, with the focus on rural and semi-urban cities that have ...

  • Idle thoughts on valuations: Jet, Kingfisher and MakeMyTrip
    Posted by Skeptical Investor - September 26, 2011
    Some days back, Mint carried a great story about how MakeMyTrip's valuation was higher than that of the combined valuation of Kingfisher Airlines and Jet Airways. Even more interesting, these two airlines reportedly have a 45% share in the domestic ...
  • Offset policies to help India's defence sector
    Posted by Ritika Shetty - April 14, 2011
    Between 2006 and 2010, India was the largest arms importer and accounted for 9% of all international arms transfers. The country is expected to spend over $50 billion over the next five years on upgrading its armed forces. Even though over 70% of India's ...
  • Pranab Mukherjee's Budget 2012-2013: Disappointing & Evil
    Posted by Skeptical Investor - March 31
    During one of the TV programmes during the budget, one prominent speaker said something that resonated with the back of my brain. The gist was, “we don't expect anything at all from this government, so as long as they don't do anything ...
  • Africa: The next gold rush?
    Posted by Chintan Ghuntla - April 27
    Africa is witnessing geo political changes never before experienced by the continent in history. And it is not only the countries in Northern Africa, like Tunisia, Libya and Egypt, that are witnessing the type of change thought impossible even a couple ...
  • Infrastructure bonds: Should you invest?
    Posted by Srujani P - July 11, 2010
    The government has announced that infrastructure bonds issued by: - Life Insurance Corporation of India (LIC) - Infrastructure Development Finance Company (IDFC) - Industrial Finance Corporation of India (IFCI) - Non-banking infrastructure finance ...
  • Indian Forging Industry to produce 4.9mn ton by 2015 due to....
    Posted by Haril Joshi - December 20, 2011
    Indian Forging Industry to produce 4.9mn ton by 2015 due to diversified expansion and FDI Most of the existing forging players in India like Amforge Industries, Techno forge, Mahindra forge etc, already have their pockets burned due to inflation, ...
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  • Web 3.0: Personal Computing
    Posted by Rohit Bhamburkar - March 16
    Web 3.0: Personal Computing   Web 3.0 is being defined by Portable devices, Seamless connectivity, Data and Monetization   The beginning of the Internet in early 1990s was the Web 1 (though it is not referred to as such). People and ...
  • Pranab Mukherjee's Budget 2012-2013: It gets worse
    Posted by Skeptical Investor - April 9
    Another evil budget provision was the “retrospective amendment” to Section 9 of the Income Tax Act. But unlike the provision that seemed to focus on Vodafone, this one will be “only” 25 years backdated, and effective from 1 June, ...
  • Pranab Mukherjee's Budget 2012-2013: Disappointing & Evil
    Posted by Skeptical Investor - March 31
    During one of the TV programmes during the budget, one prominent speaker said something that resonated with the back of my brain. The gist was, “we don't expect anything at all from this government, so as long as they don't do anything ...
  • Africa: The next gold rush?
    Posted by Chintan Ghuntla - April 27
    Africa is witnessing geo political changes never before experienced by the continent in history. And it is not only the countries in Northern Africa, like Tunisia, Libya and Egypt, that are witnessing the type of change thought impossible even a couple ...
  • Idle thoughts on valuations: Jet, Kingfisher and MakeMyTrip
    Posted by Skeptical Investor - September 26, 2011
    Some days back, Mint carried a great story about how MakeMyTrip's valuation was higher than that of the combined valuation of Kingfisher Airlines and Jet Airways. Even more interesting, these two airlines reportedly have a 45% share in the domestic ...
  • Will the Lokpal bill boost India's waning investor confidence?
    Posted by Aniket Pargaonkar - May 27, 2011
    I can't remember the last time I read a newspaper which did not have a news article about corruption in India. Be it the Adarsh building case, be it the 2G spectrum scam, be it the Commonwealth games or be it Satyam. The list goes on and on . . . and ...
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