| Policy momentum required | 22-NOV-09 |
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| The government has to play a bigger role in infrastructure development to improve valuations of related sectors. |
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| PSUs' peculiar problem | 15-NOV-09 |
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| With profit-making not being the sole motive of public units, caution needs to be exercised while investing in their IPOs. |
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| A practical strategy | 08-NOV-09 |
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| Invest moderately in equities, and be ready to average down if market falls. |
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| Reacting to rumours | 25-OCT-09 |
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| Rumours or khabar in India tend to surface days or even weeks before the event. |
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| Calling for action... | 11-OCT-09 |
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| For the past two years, the Indian telecom industry has been heading for a crisis. This assertion sounds utterly absurd at first glance since India has become the fastest growing market in the world (and the second largest in terms of subscriber size) during that period. In the last two fiscals, India added over 200 million subscribers. Currently, over 15 million new subscribers are signing up every month. |
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| Mastering money making | 27-SEP-09 |
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| Following a price-earnings based asset allocation strategy could give investors good returns over time. Here's an example. |
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| Don't be bold on gold | 13-SEP-09 |
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| Buying gold as a hedge at these prices may be dangerous as the appreciation may have discounted the fundamentals. |
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| A forward defensive stroke | 06-SEP-09 |
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| Consistent procurement of defence equipment should throw up some multi-baggers in the next few years. |
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| Going against the crowd | 30-AUG-09 |
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| Stock prices are leading indicators. They bottom and start rising before the real economy does. Markets also peak earlier than the gross domestic product (GDP) growth rate. A recent example is India in 2008-09. The stock market peaked in January 2008 (last quarter 2007-08) but GDP growth declined only in the second half of 2008-09. Of course, different sectors led and lagged by different amounts. Auto stocks peaked before the Nifty. Real estate peaked after the Nifty. |
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| Power: Long-term play | 16-AUG-09 |
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| After the Rs 12,500 crore Reliance Power mega-issue in January 2008, the primary market went into hibernation. The financial jugglery involved in RPower may have helped trigger complete cessation of investor interest. |
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| For the risk-takers | 09-AUG-09 |
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| Investing in gas-related businesses carry the promise of decent profits, but at a huge risk. |
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| Some relief for brokerages | 02-AUG-09 |
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| The rise in the average volumes at stock exchanges is a signal that financial service providers would see a rise in their toplines. |
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