Category: Uncategorized

Sandip Sabharwal - Uncategorized

Results ETC. ETC.

With the results season now beginning to start in all earnest it is important to see how results have panned out till now and the key takeaways from the same. The most prominent results out till date have been from the Technology and the Banking segment. Technology sector results have been positive in general and […]

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etc.etc.

With inflationary pressures continuing to be high across the board and the huge upmove in commodity prices not showing any signs of cooling off it is important to see who is impacted by inflation the most and how the inflation of crude prices will impact various economies. At a price of USD 100 per barrel […]

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WHAT NOW

The stock markets have bounced back quite smartly from the depths that they saw in the months of January and February. At the end of February when all hell had broken loose with most people expecting the markets to correct further and the Nifty and Sensex to reach 4800 and 16000 respectively, my view was […]

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How does one form a short term view on markets influenced by events?

The last three months have been strange or for the want of a better word “Frustrating” given the fact that the assumptions under which one forms a view have kept on changing so fast that forming a view by itself has become a challenge. This is not only true for ordinary mortals like us but […]

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The year till date & the future outlook

The year 2011 started off with lot of optimism given the recovery in December and a poll of brokerages put the BSE Sensex target at 22500-25000 by the end of the year. However as soon as the year started the markets started getting impacted by negative news flow. First it was the spiraling food inflation […]

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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 […]

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There are times in the markets

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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 […]

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Chinese tightening, Fiscal Deficit and the markets

Chinese tightening could be the best thing for EMs

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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

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