Monthly Archives: November 2007

The rational investor looks beyond price

by Arne Alsin – FT How do you value a stock? This is the single most important question that an investor has to answer. If you cannot generate an informed estimate of value, you should not be making buy-and-sell decisions. … Continue reading

Posted in Uncategorized | Leave a comment

'If China did not exist, Sensex wouldn't have traded at this level'

Global investors are comfortable buying Indian equities at a high price because Chinese equities are priced even higher by Nesil Staney – Mint Christopher Wood, managing director and global equity strategist of investment research firm CLSA, expects the Indian economy … Continue reading

Posted in Uncategorized | Leave a comment

Imitation is the Sincerest Form of Flattery: Warren Buffett and Berkshire Hathaway

A new study by two university professors titled “Imitation is the Sincerest Form of Flattery” proves what a lot of savvy investors have known for years: buying the stocks Warren Buffett buys will make you a lot of money. Abstract: … Continue reading

Posted in Uncategorized | Leave a comment

Punting on future gains

Each bull market is based on its internal logic, one that seeks to explain the seemingly incomprehensible — a vertiginous rise of the markets. So the 1992 bull run had Harshad Mehta’s replacement cost theory. In 2000, Ketan Parekh spoke … Continue reading

Posted in Uncategorized | Leave a comment

Be cautious at these levels: Rakesh Jhunjhunwala

Trader and investor Rakesh Jhunjhunwala said the space and speed of the rally has surprised everyone. He is a bit circumspect at these levels because credit conditions in America are not very good and Asian markets are deteriorating at a … Continue reading

Posted in Uncategorized | Leave a comment

Rational Investing and Tricks the Mind Plays

by Jane Bryant Quinn -Bloomberg How good an investor are you? If you’re like the average Joe or Jane, you think — for sure — you’re better than most. You remember every one of your winners, in detail. You bury … Continue reading

Posted in Uncategorized | Leave a comment

Games hedge funds play

India has a lot to learn from the double play that hedge funds used in 1998 to attack Hong Kong’s economy Have you heard of the infamous double play that hedge funds used to bring Hong Kong’s economy to its … Continue reading

Posted in Uncategorized | Leave a comment