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A Lion’s eye on the Bulls and Bears

“In India, companies may fall sick, but promoters rarely do!”

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Performance of the BSE Sector Indices in 2011/12 and to date is quite Interesting

Performance of the BSE Sector Indices in 2011/12  and to date is quite Interesting ….What provoked this post is Sameer’s counter argument in my earlier post…he is bullish in the short term,citing the favourable upmoves in the Pharma,Cement and Auto Sectors…I’m looking at the Bigger Picture and I’m not so excited really as Macros are …

Performance of the BSE Sector Indices in 2011/12 and to date is quite Interesting Read More »

Tch ! Tch! Sterlite merges into Sesa to create Sesa Sterlite and then Vedanta Aluminium and Madras Aluminium merge into Sesa Sterlite !…This was Vedanta’s Anil Agarwal’s Plan all along !

Tch ! Tch! Sterlite merges into Sesa to create Sesa Sterlite…and then Vedanta Aluminiuma nd Madras Aluminium merge into Sesa Sterlite  !…This was Vedanta’s Anil Agarwal’s Plan all along ! http://www.bseindia.com/stockinfo/anndet.aspx?newsid=31c0c994-76b9-40b0-b0aa-ff7915cf7876 On August 17,2010 I had voiced serious concern when Vedanta involved cash rich Sesa Goa to invest in the takeover of Cairn Sesa Goa …

Tch ! Tch! Sterlite merges into Sesa to create Sesa Sterlite and then Vedanta Aluminium and Madras Aluminium merge into Sesa Sterlite !…This was Vedanta’s Anil Agarwal’s Plan all along ! Read More »

Saturday…..time out is time in !…..IFEN address,parrots,squirrels and sparrows,Reliance and Insider Trading,Oil Subsidies,RBI Warning on Fiscal Deficit,Iron Ore Bubble, High Frequency Algorithimic Trading,Morgan Stanley an a Sensex of 30000 in 18 months……enough to ponder over this weekend

Been an interesting week that finished off last evening with my address on ‘ Equity Research & Portfolio Management’ for IFEN (ICFAI Univ) at Indian Merchants Chambers…well received and have already received some interesting feedback from participants…one of which is from the promoter of www.attainix.com …..he is into advising on Intellectual Capital (IC) and has created,based …

Saturday…..time out is time in !…..IFEN address,parrots,squirrels and sparrows,Reliance and Insider Trading,Oil Subsidies,RBI Warning on Fiscal Deficit,Iron Ore Bubble, High Frequency Algorithimic Trading,Morgan Stanley an a Sensex of 30000 in 18 months……enough to ponder over this weekend Read More »

‘Synchronicity’….Carl Jung coined it to stand for ‘Meaningful Coincidences’….James Redfield used it to introduce his ‘First Insight’ as being aware of ‘Chance Coincidences’…..and I keep experiencing it !

‘Synchronicity’….Carl Jung coined it to stand for ‘Meaningful Coincidences’….James Redfield used it to introduce his ‘First Insight’ as being aware of ‘Chance Coincidences’…..and I keep experiencing it ! How many times your Dreams or Thoughts are immediately followed by an exact Reality ? How often are you thinking of a person you have not met for …

‘Synchronicity’….Carl Jung coined it to stand for ‘Meaningful Coincidences’….James Redfield used it to introduce his ‘First Insight’ as being aware of ‘Chance Coincidences’…..and I keep experiencing it ! Read More »

MOIL…Issued at Rs 375….High of Rs 591 on Listing…Dropping to Rs 462 in just a day…..What now…Buy…Hold..Sell ?

Tony, Shambu & Swaroop….this blog on MOIL is in response to your requests….but will serve the interests of all readers As expected MOIL IPO received overwhelming subscription….Issued at Rs 375 with a 5% retail investors discount……and as expected it listed quite marvelously on December 15….reaching a High of Rs 591 on BSE…reacting sharply to close …

MOIL…Issued at Rs 375….High of Rs 591 on Listing…Dropping to Rs 462 in just a day…..What now…Buy…Hold..Sell ? Read More »

MOIL IPO Pricing attractive pricing band of Rs 340-Rs 375 ….but Allotment will be quite poor…Check out the Choice between MOIL and IFCI !

Government got Gold with Coal India’s IPO last month…It was a Win Win Situation all around…as Issue Size was huge the Retail Segment was oversubscribed 2.3 times and also benefited from the rollover of the unsubscribed Employee Quota …so allotments were good…max 199 shares at Rs 245 less 5% discount And Now we have the IPO of …

MOIL IPO Pricing attractive pricing band of Rs 340-Rs 375 ….but Allotment will be quite poor…Check out the Choice between MOIL and IFCI ! Read More »

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