Well since Bihar is the topic of the season I also thought that I will write my two bit on what I see as the impact of the same on the Stock Markets, Economic Reforms, and Economic Recovery etc. My first and foremost view that I have held for some time is that Bihar is […]
Read MoreI am writing after a few weeks as there was not much to write about as most things were moving as per expectations. I just thought that I would get together all thoughts as per the data and developments that we see around us and try to look at things going forward. The biggest […]
Read MoreI had written a piece on decoupling a couple of weeks back. Too may people are asking me today, where is the decoupling. It is those people who did not go through my argument properly. First and foremost is the fact that in panic and euphoria all markets are linked and as such if the […]
Read MoreStock Markets after ending flat for the first half of the year as I had expected started to show some life in July before cooling off driven by a Global Market correction as well as volatility inherent during the results season. The non performance or lack of movement in the parliament on various reform bills […]
Read MoreMore than a year back, in December 2013 I had written an article titled “Don’t Fear FED TAPER for the right reasons” (http://asksandipsabharwal.com/article/?p=974) . At that time there was extreme fear all around as to what will happen once the FED stops buying bonds from the markets. However given that the FED was taking the […]
Read MoreOnce there was a person, his name was Greece. He had a habit of extravagant spending and once his own money got over he used to borrow and spend. He had a large number of well to do relatives who were happy to lend him money (Eurozone Countries). He kept on borrowing and they kept […]
Read MoreI had become negative on the markets at the start of the 4th quarter of 2014. The reasons were not any long term negatives related to India but mainly because of the fact that the markets had run ahead of fundamentals, the expectations were too high, the new government had just taken over and the […]
Read MoreWe are now 5 months into 2015 and the Indian Markets have gone up by just around 1.5% in these 5 months in INR terms and are almost flat in US Dollar terms. This, I accept is somewhat better than the scenario I initially thought would play out. However we still have one month to […]
Read MoreI had written about my prognosis for the economy and the stock markets on the 20th of April via my note “The Juggernaut is rolling”. The thesis for the same remains and over the last few days we have seen the stock markets sell off quite a lot. The Nifty and Sensex have now reached […]
Read MoreSugar is one industry and sugarcane one crop which should ideally be beneficial to both farmers and sugar mills. Sugarcane is a cash crop which is very durable, requires low upkeep and relatively less prone to the vagaries of weather. In case of sugar mills it is a business where the risk of what they […]
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