Pranab babu has delivered one of the best budgets in recent times
by Nirmal Jain February 27, 2010 12:13 IST
It is true this time around expectations were low. Yet it is very pleasing to note that expectations have been well exceeded.
Did Railway Budget 2010-11 excite?
by Amar Ambani February 25, 2010 09:46 IST
Railway Budget did well in announcement of Vision 2020. It focused on populist measures & kept passenger rates unchanged. Freight rates remained unchanged. Setting up an aggressive target of adding 1,000 km lines next year & PPP in multiple areas were key positives, but much repair work is left, especially given the financial constraints faced. Important details were skipped, possibly the reason some stocks falling sharply…
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.
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…