Monthly Archives: September 2007

US bull market coming to an end: Rakesh Jhunjhunwala

Source: Rakesh Jhunjhunwala, Investor and Trader said that the US housing market is unlikely to bottom in mid-term. He added that US economic growth was unsustainable. According to Jhunjhunwala the bull market in the US had signs of excesses. … Continue reading

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Just don't ignore subprime

by Parag Parikh, Narayan Ramachandran and Rakesh Jhunjhunwala Source: ET Even as fears of the US recession cast a cloud over Indian skies, stock markets across the world are waiting to see how adjustable rate mortgage (ARM) repricing would pan … Continue reading

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Will the next bubble be in emerging markets?

There is a school of thought which says that the markets have been having one long serial bubble for decades by Manas Chakravarty Now that the great housing bubble in the US is bursting, attention has already shifted to where … Continue reading

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Want to know what Rakesh Jhunjhunwala is buying next?

Source: ET – 16th September, 2007 It is 12.30 pm at RaRe Enterprises, Nariman Bhavan. There are five monitors showing more red than blue. The market is facing a blood bath. The Sensex is falling. In the thick of the … Continue reading

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Has de-coupling happened?

Source: Business Standard Stock prices come tumbling down in the US, Europe and Asia, but Indian stock prices continue to climb, and the key indices are not far from their all-time highs. The financial and economic news gets from bad … Continue reading

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Radhakrishnan Damani: The Return of Mr White & White

Source: ET March 2007: Investors were jettisoning Tata Steel shares on worries the company may end up with too much debt to finance its acquisition of Corus Steel. The stock was down nearly 20% from its high of Rs 519 … Continue reading

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BSE Sensex Fair Value Estimates

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