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Month: September 2009

The perils of selling early

Posted on September 29, 2009July 9, 2013 by SANDIP SABHARWAL
Back from a three day vacation at Udaipur. Excellent place and very relaxing. Happy Dussehra to all readers of the blog. May good prevail over evil Just penning down some thoughts on investing and not... Read More

Is it time to go underweight on technology ?

Posted on September 23, 2009July 9, 2013 by SANDIP SABHARWAL
The IT Services sectors has been one of the best performing sectors in the rally as it started from the early part of March 2009. Subsequent to the meltdown in the global equity markets and the extrem... Read More

PREMATURE STATEMENTS ON EXIT STRATEGY LEADS TO CONFUSION ALL AROUND

Posted on September 15, 2009July 9, 2013 by SANDIP SABHARWAL
And will promote excessive rent seeking by banks Over the last few weeks there have been noises from all over the world about working out a proper exit strategy for the huge monetary easing as well as... Read More

WILL THE INDUSTRIAL PRODUCTION GROWTH TOUCH DOUBLE DIGITS IN AUGUST 2009

Posted on September 10, 2009July 9, 2013 by SANDIP SABHARWAL
The data for industrial production for the month of August 2009 will come out in the middle of October. In the face of the fact that the data for the month of July 2009 should be in line with expectat... Read More

GOLD MAKES A DECISIVE MOVE

Posted on September 3, 2009July 9, 2013 by SANDIP SABHARWAL
Points towards an imminent dollar decline The strong upward momentum in the movement of gold over the last few days in my view is a very significant event whose importance goes much beyond just its ow... Read More

Recent Posts

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  • ITS GOING TO BE A STRUCTURAL MOVE THIS TIME- RIDE OUT SHORT TERM VOLATILITY
  • POST BUDGET MARKET OUTLOOK- Its all about the cost of capital
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