Monthly Archives: July 2006

Investing: Don't forget the management!

Source: EM Long-term investing in equities requires sound understanding of the companies, the sector dynamics in which they operate, the past performance and growth prospects and other macro-economic factors such as effect of interest rates and government policies. One other … Continue reading

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Investment portfolios need growth and value

Growth stocks are like pitchers who won 20 games last year. If you want to buy them for your team, you’ll have to pay up. But they may win 20 games again this year — or even more. So they … Continue reading

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Stockmarkets: Perform or Perish

As Warren Buffet once said, it’s only when the tide goes out, you know who’s been swimming naked. And the tide in the Indian stockmarket has just gone out by Manas C & Rachna M./ BWI Lights Out? Markets have … Continue reading

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Economy: Interest rate conundrum…

Source: EM The central bank’s move of taking the reverse repo rate to a four-year high of 6% is being largely comprehended as a defensive move, before the WPI figures exceed the central bank’s comfort zone of 5% to 5.5%. … Continue reading

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Time in the market, not timing the market

by Vivek Kaul / DNA Money As the rains hit the windowpanes, his thoughts flashed back to almost 10 years, when sitting at Marine Drive, he was waiting for the first rains to come. There was a young girl who … Continue reading

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Monetary Policy review: Big deal?

Source: EM “There have been three great inventions since the beginning of time: fire, the wheel, and central banking,” quoted Will Rogers. Probably, no other quotation would exemplify the importance of central banking more than what has been said above. … Continue reading

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The BRICs Dream: Web Tour

Source: Goldman Sachs Over the next 50 years, Brazil, Russia, India and China–the BRICs economies– could become a much larger force in the world economy. We map out GDP growth, income per capita and currency movements in the BRICs economies … Continue reading

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What News Is Moving the Markets?

by Robert Shiller Stock markets in much of the world have shown sharp cumulative declines since around May 10, with most of the drop occurring in the two-week period to around May 23, but with prices continuing to fall on … Continue reading

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Lessons learnt in times of turmoil

by Dhirendra Kumar The last two months on the stock markets have been the best investing education that anyone could ever have had. Really, it is quite amazing that many of the basics of investing got hammered in as firmly … Continue reading

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India's Infrastructure Builders

Source: BWI Roads, bridges, ports, dams, airports, metro rail… A group of 10 construction companies are building a profitable business from these. Click here for the full report. Images & Statistics in this article: The Valuation Score Capital Returns The … Continue reading

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