Monthly Archives: March 2007

Bucking the trend

A closer look at the sectors and companies that have strong prospects and are likely to fall less when markets decline. Great investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be … Continue reading

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Random Readings

Random Readings: Equities in FY07: Tale of two ‘crashes’ Global aviation industry: An overview Freedom, at a ‘Price’ SEBI: One step up, one step back Realty and capital flows Sebi plans flexible rules for PSU listings Fundamentals, not investment viability, … Continue reading

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Rakesh Jhunjhunwala's latest Portfolio update

Please find Mr. Jhunjhunwala’s latest portfolio as on 31st December, 2006 here.

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Trashing economic axioms

Conventional economic thought is unable to explain a lot of events in the global markets today. We humans are strange beings–we love to trash what we create, wealth or peace. It’s a harsh reality. Euphemistically we might call it a … Continue reading

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Random Readings

Random Readings: Education Companies: Learning does pay – Aptech, NIIT & Educomp researched Making private equity work in India Trashing economic axioms ‘Liquidity remains the biggest risk to market’ Choose the middle path Get ready to fasten your seatbelts Since … Continue reading

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Who Moved My Cheese?

Pained by its recent fall, the Sensex may be wondering as in “Who moved My Cheese?” (Author: Dr.Spencer Johnson) unable to deal with the changes in its workplace! Suddenly, Sensex is not getting enough of P/E. Instead of PE expansion, … Continue reading

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Markets: Taking Stock!

The rally in the Sensex after last May’s meltdown conceals the fact that lots of stocks have been big losers and retail investors have lost a lot of money Source: Business World

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