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Random Readings: RIL posts highest ever quarterly results India should permit direct entry for hedge funds Punters picking high P/E cement stocks ‘India more upbeat than China’ Brokers bullish on Great Offshore, Prajay Engineers, Mastek Can India sustain 9% growth? … Continue reading →

Random Readings: Industrial output grows 14.4 pc in Nov Markets: Pinning down the Budget Great Offshore: Shoring up Why RSI May Be One of the Best Short-Term Indicators East Asia is important for us: PM Will rerate banks if SLR … Continue reading →

Random Readings: NYSE, Goldman Sachs to pick up stake in NSE Will IT stocks click again? Emerging market risk Refining: A case for higher spreads! FMCG: Shopping time! Interest rate cycle may have peaked, says SBI head BHEL best in … Continue reading →

These are indeed difficult times for value investors. With the indices ruling at record highs, it is becoming increasingly difficult to come across companies that possess the twin virtues of good quality long-term earnings history and a share price, which … Continue reading →

The time for the crystal ball gazing has arrived. What to expect in 2007? Sitting in India, we suppose it is going to be a wonderful year (yet again!). With oil prices softening, markets delivering healthy returns and the businesses … Continue reading →

Let’s begin by talking some of the things that will or will not certainly happen in 2007. First for the things that are certain. It will not be a leap year. It has been designated as the International Polar Year. … Continue reading →

by B.Venkatesh – HBL A marine biologist, an aeronautics engineer, a doctor and a software geek got together to manage money. A year later, they comfortably beat the market. Their success can be primarily attributed to “methodological individualism.” If you … Continue reading →

Chairman of Soros Fund Management, George Soros believes that India is currently the flavour of the world and it has become important politically. According to him, India’s growth rate has improved on per capita basis. In comparison to China, Soros … Continue reading →

by Chetan Ahya – Morgan Stanley Summary India’s liberalization program has so far been very successful in developing a large-sized private corporate sector. However, the small and medium-scale sector has underperformed the large-scale sector. A combination of improving demand due … Continue reading →

In a classic “Sense & Nonsense in Corporate Finance”, the author, Louis Lowenstein, debunks some wrong notion on dividend policy. “The central issue of dividend policy is how well a company uses its resources compared to the available alternatives, notably … Continue reading →