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 about the markets this time. Identification of stocks that can outperform the markets significantly and generate a huge amount of […]
Read MoreThe 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 extremely fragile state of the financial sector in the US technology sector stocks had plummeted and some of the […]
Read MoreAnd 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 the stimulus packages that have been put out all over the world. As per one estimate the total […]
Read MoreThe 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 expectations ( I am writing today when the data is out tomorrow, so lets see) it […]
Read MorePoints 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 own price movement. The movement of gold prices above the level of USD 970 per pound has now begun a […]
Read MoreWhen they say that interest rates are about to go up Over the last few weeks i have seen comments from various senior officials of both PSU and Private sector banks commenting on the direction of interest rates and saying that interest rates are likely to move up over the next six months. I am […]
Read MoreI will start this article by quoting what i did at the end of the last one “The genius of investing is recognizing the direction of the trend -not catching the highs and lows” As i say this I will also add that i have been guilty over the last few months of doing something […]
Read MoreI believe that the global stock markets are today at a critical juncture where a call has to be taken whether the US dollar will collapse and fall big time over the next few weeks or will it bounce back from its extremely oversold levels and along with it cause a significant sell off in […]
Read MoreThe index of industrial production data that came out today and showed a growth of 7.8% vis a vis expectations of 2-4% has reduced the downside risks to the markets substantially. There are improving trends in most categories and with improving liquidity and benign interest rates the trend should only accelerate in the months ahead. […]
Read MoreCan the government step up infrastructure investments please As I have been pointing out in most of my articles over the last few weeks the poor monsoons could be a real risk to both economic growth as well as the stock markets in the near term. Monsoons that were around 10-12% deficient till around two […]
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