Monthly Archives: February 2007

Budget 2007 Union Budget 2007-2008 Finance Minister’s Speech Economic Survey 2006-2007 Budget Analysis 2007 by Magazines & Websites Budget Analysis 2007 – Business World Budget Analysis 2007 – Equitymaster Budget Analysis 2007 by Brokerage Houses Budget Analysis 2007 – MS … Continue reading →

Random Readings: Rail Budget promising, exciting: India Inc Highlights of the Railway Budget Sebi mulls pricing cap on listing day A good speculator is a lonely man ‘Chinese growth path not the way for India’ Specialty retail may get 51% … Continue reading →

What does it take to become a successful speculator? It is likely that everyone would have a different answer to this question. But, Victor Niederhoffer has a very interesting take on this. In the preface to his book, The Education … Continue reading →

by Chetan Parikh – CIO In a brilliant book “Hedge Hogging”, the author, Barton Biggs, writes about buying on the basis of value and not momentum. “Investing on the basis of value, not price momentum, is our religion. Warren Buffett … Continue reading →

Seven stock market experts discuss the prospects for Indian stocks in the annual roundtable organised by Capitalideasonline.com. Ramesh Damani, Rakesh Jhunjhunwala, Sanjoy Bhattacharyya, Raamdeo Agarwal, Madhu Kela, Prashant Jain & Anoop Bhaskar give their respective views on various issues. Click … Continue reading →

CLSA has an interesting new report, ‘Chain Reactions’, about the increasing importance of the IT sector to the Indian economy. The report says that, at current rates of growth, the sector will have the same impact on the economy in … Continue reading →

Random Readings: Raamdeo Agrawal sees largely positive Budget Promoters to up RIL stake 5% Inflation – Whose fault is it? Use minor rallies as selling opportunities: LKP Nifty has support at 3990-4000: Angel Broking Markets now in a high-risk price … Continue reading →

Edelweiss Research, in a report released this week, said nothing has changed for the sugar sector, but a lot has… for the worse! The report said: “Our expectations of demand-supply dynamics have not changed over the past six months, but … Continue reading →

The following zipped file has Budget Preview 2007 Reports of various brokerage houses. Click here for the file.

Random Readings: IPOs hit 10-yr high in Feb RIL crosses Rs 2 trillion market cap Brokers bullish on Tata Motors, Birla Corp, India Cement SSKI sees less margins in HLL, neutral on stock Sharekhan sees hike in short-term capital gains … Continue reading →