Category: Uncategorized

Sandip Sabharwal - Uncategorized

There comes a time

When one has to just sit back There are times in the stock markets where there are events on a daily basis and reacting to those events with pulls and pushes on both sides might not be the best thing to do. I believe that we are in a similar scenario today where on a […]

Read More

There are times in the markets

Read More

Chinese tightening, Fiscal Deficit and the markets

Chinese tightening could be the best thing for EMs Over the last several months as most central bankers across Emerging Markets have started on the path of tightening in order to control inflationary expectations, China the biggest contributor to the growth in consumption of most of the industrial commodities as well as Oil has lagged […]

Read More

Chinese tightening, Fiscal Deficit and the markets

Chinese tightening could be the best thing for EMs

Read More

Revenue Expenditure Deficit Difference Rs Crores Rs Crores Rs Crores Rs Crores 2001-02 12 months 232715 364436 131721 42707 Upto Dec 144704 233718 89014 2002-03 12 months 268317 412964 144647 58378

Read More

RBI policy and Inflation control. Markets looking to bottom

As the RBIs monetary policy has come and gone there is a major argument on between economists about the amount of monetary tightening that RBI should do and how inflation can be controlled. Most of the textbook economists are proposing that RBI should be much more aggressive. However the key is to evaluate whether a […]

Read More

RBI is not behind the curve, the curve just got steeper

There has been lot of debate over the last few weeks on the monetary policy stance of the RBI. As I listen to lot of commentaries and the opinions of economists and media experts the thing that I hear the most is that the RBI is behind the curve and it should have tightened more […]

Read More

RBI is not behind the curve, the curve just got steeper

There has been lot of debate over the last few weeks on the monetary policy stance of the RBI. As I listen to lot of commentaries and the opinions of economists and media experts the thing that I hear the most is that the RBI is behind the curve and it should have tightened more […]

Read More

Sorry bears it’s a long winter

Over the last few days we have seen significant market weakness (contrary to my expectations) largely driven by rate hike fears and inflation. This has found support from renewed concerns on the sovereign debt of Euro zone countries that are likely to face refinancing issues during the current year. I have also come across some […]

Read More

2011

The year 2010 passed off as a pretty eventful one with the stocks markets gyrating in a very narrow range for a large part of the year before taking off in September and ending the year with gains of around 17%. The beginning of the year saw a generally positive tone pervade and the various […]

Read More