Without going into the merits of the Standard Chartered Bank IDR issue as far as fundementals are concerned I would like to point out two risks of investing into the issue which investors should be aware of. Risk 1- This is the bigger of the two risks where essentially investors who are putting money into […]
Read MoreI would like to start this article with an example of one of the investors and his experience in the year 2004. That was the time in May 2004 when the markets panicked post the election results of that year and markets collapsed in the short run. Sometime in 2003 I had bought into a […]
Read MoreOver the last few days as the newsflow on Greece has dominated the markets and concerns on China have grown with the fall in the Chinese markets a number of investors have become jittery and are getting concerned about the future direction of the markets. We have seen the broader market starting to underperform the […]
Read More– Stock markets globally fell today as the Greek crisis showed no signs of abatement and with Euro zone leaders and IMF dragging their feet on the rescue package– – Greek package announced, its upward of USD 120 billion and puts stiff conditions on Greece which it has agreed– – Markets worldwide fall despite the […]
Read MoreThe Greek story that has been dominating all economic headlines and impacting global stock, bond and currency markets over the last few months seems to be entering the end game with the downgrade of Greece to “Junk” status by S&P yesterday. I believe this might be the final straw which will get the Euro Zone […]
Read MoreThe much anticipated RBI Credit Policy came out today and turned out to be less hawkish than most peoples expectations with the increase in policy rates as well as Cash Reserve Ratio (CRR) by 25 basis points as against the widely expected 50 basis points. The statements of RBI of being concerned about inflation as […]
Read MoreThe amazing facet of reducing business cycles is clearly reflected by the Indian experience in the DTH space where an industry which has a very low penetration has been besotted by the entry of a large number of players which has increased customer acquisition cost substantially and also induced severe price pressure on the industry। […]
Read MoreIt is amazing the way pilgrimage to holy places has picked up in my life over the last couple of years। Last year I travelled to various places of pilgrimage as Vaishno Devi, Haridwar, Chintpurni Mata, Trimbakeshwar and the residing place of Baba Baalak Nath in a period of just around four weeks। Despite living […]
Read MoreI had written an article on the power generation business in India and how it is unlikely to generate any huge wealth for shareholders given the fact that there are too many players who have got into the business looking at the success of a few early entrants and how their expectations of huge returns […]
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