A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
Union Budget 2013 ~ India is a BLESsed Economy Felt like a stand up comedian as had the house of 400 well informed investors in splits ! Â when I address and interacted with them on Budget Day Feb 28 evening itself at a Budget Review Event jointly hosted by AIVF,JITO and the BSE Brokers Forum …
Union Budget 2013 ~ India is a BLESSsed Economy… Enjoyed on the Budget Day Evening itself Feb 28,2013 addressing and interacting with a well informed audience of 400 on the Union Budget 2013 ~ on how the Government plans to make Money to tackle deficits and how we can ! ~ plan to host a …
The Sad Reality is that Investors in Power  Generation Stocks,particularly Reliance Power and Adani Power have just been Blasted twice over ~ on one hand,a macro risk beyond their control,  they are seeing their Electricity Bills zoom without actual increase in number of Units consumed as Power Prices hit the roof & ~on the other …
Investors in Power Stocks like Reliance Power and Adani Power Blasted Twice Over ! Read More »
Thought I should reproduce my brief response to Salil’s query on BHEL for wider and easier visibility reading Price Movement ( www.bseindia.com) “Salil, BHEL was my top pick core pick eight to ten years ago ~ I had it in every clients portfolios picking it in the early Hundreds ,when FV was Rs …
BHEL @ Rs 220 and near it’s recent 52 Week Low looks interesting Read More »
NHPC @ Rs 18 ~ From Defensive to Default ? 😕 despite Dividend Declaration ! Fitch has just downgraded NHPC ~ The Long Term Issue Default Rating (IDR)  Outlook has been revised to Negative from Stable while Fx and Local Currency IDR rating has been reaffirmed at ‘BBB-‘ Chart source : www.bseindia.com I had rated NHPC …
Performance of the BSE Sector Indices in 2011/12 Â 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 »