Monthly Archives: February 2006

EM Bubble May Burst in 2006: Morgan Stanley

by Andy Xie/ Morgan Stanley Summary & Conclusions Declining risk premium has been driving the emerging market (EM) boom. The EM sovereign risk premium has declined from an average of 352 bps in 1H04 to 52 bps. MXEF has risen … Continue reading

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Random Readings

Click on the link to read the full story Brokers bullish on SBI, Areva T&D Highlights of Budget 2006-07 FM refuses to rock the boat Much ado about nothing: Udayan Mukherjee The Beginning of Irrelevance: Rajiv Bahl FM refuses to … Continue reading

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Random Readings

Click on the link to read the full story The other side of the ‘India story’ India: Buy or sell? Infrastructure: ‘Hard’ facts! Banking: Lender beware! Economic Survey: Nothing extraordinary! Sensex: Method in madness What’s in the Budget for investors? … Continue reading

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Price to Book Value: Numbers Say It All

The price to book value ratio is a basic valuation ratio to evaluate the fortunes of a company. Price to book value ratio is one of the basic valuation ratios, one which you may hear most often after the P/E … Continue reading

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Random Readings

Click on the link to read the full story Brokers bullish on Godrej Consumer, Micro Tech, SBI Don’t put too many eggs in one basket Railway Budget: Key extracts Apparel industry: Can it give China a run? Profitable access RCVL: … Continue reading

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Even the best can make the wrong moves

by Vivek Kaul/DNA Money “Kyun dare zindagi mein kya hoga, Kuch na hoga to tajurba hoga” – Javed Akhtar Dheeraj Sharma was going back to his office from a site visit. The company he worked for wanted to set up … Continue reading

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Sensex @ 10,000+: Any party poopers?

Source: Equitymaster.com The BSE Sensex has finally hit the ‘10,000-mark’. As a matter of fact, it has comfortably managed to remain above this level, falling below it just twice – on the day it hit 10,000 and last Friday. The … Continue reading

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