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  • What to expect from the Budget 2010-11
    by Amar Ambani February 19, 2010 09:49 IST

    Fiscal prudence is expected to be the primary Budget agenda. This is certainly not the year for industry-specific freebies or any galloping GBS. Instead, the aim will be bringing down fiscal deficit, largely through stimulus withdrawals, disinvestments & 3G auctions. We expect positive measures for the rural economy, infrastructure development, educational reform & food inflation control. No major negatives for equities but may fall short of the triggers to boost the markets. The expected excise hike could act as a near-term depressant for certain sectors. Inflation control measures (mainly food inflation) will also be a focus area. Read on …

  • Findings from our Fund Manager survey
    by Amar Ambani February 15, 2010 10:25 IST

    In exclusive interviews, nine top mutual fund houses in the country gave us their perspective on markets and the economy. Read this blog to know their views on various topics and budget expectations…

  • Markets Volatile, Stay Put but Stay Agile
    by Amar Ambani February 08, 2010 11:27 IST

    This is an excerpt from my article published in Money Today magazine.

  • Rural Roar
    by Amar Ambani January 27, 2010 17:42 IST

    Rural India appears to be back on track. A focused study of 18 districts across seven Indian states within a time span of 12 weeks has helped us sketch a predictive pattern of the future. Read this blog to get a feel of government spend on rural India and the progress on the NREGA front…

  • Markets in 2010
    by Amar Ambani January 19, 2010 09:45 IST

    This is an interview given to Business Standard. I have participated in Smart Portfolios Season II, a virtual stock trading game. In this interview, I discuss the outlook for equities in 2010 and explain the reason for my outperformance and strategy going forward.

  • Tuning the Midnight Oil China's quest for energy conservation
    by Amar Ambani December 21, 2009 11:12 IST

    Did you know China is the fifth-largest crude oil producer in the world? With domestic production supplying half of its crude oil demand, it commands a higher self sufficiency rate than most major economies of the West. Do read this update to get an insight about China’s Oil market…

  • Surging with the Emerging
    by Amar Ambani December 10, 2009 10:35 IST

    This is an excerpt from my article published in Money Today magazine on Markets.

  • Telecom update: Calling for consolidation
    by Amar Ambani December 04, 2009 13:18 IST

    The Telecom sector is in the midst of an intense pricing war. What does this cut-throat competition mean to the market? Is this the end of the high growth days for the telecom industry? Should you invest given the heavy fall? Read on…

  • Myth & Reality : Rainforest, not greenshoots
    by R. Venkataraman November 29, 2009 11:04 IST

    This is an interview given to The Week magazine with reference to the indicators of a sustainable economic revival in the country.

  • Travel & Tourism: Emerging to Lead
    by Amar Ambani November 09, 2009 14:11 IST

    Despite the adverse impact of the economic downturn, the global tourism industry has shown prominent signs of sustenance over the years. In my opinion, the next decade is all set to usher in a new pattern on the tourism landscape. The developed countries, the primary drivers of growth will pass the baton to the emerging countries.

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