As the eminent US author and anthropologist Zora Neale Hurston aptly remarked “Research is formalized curiosity. Backed by credible research, stock pickings have better chances of reaping rich rewards in the long run.
The year 2015 will continue to be a great year for individual stock pickers, irrespective of whether the index delivers single digit or double digit return...
Did retail investors make the most of the recent correction?...
The week gone by and what the future holds...
At a time when the economic scenario is being furiously debated, conventional wisdom may incline the decision maker to making a choice like ‘either Growth or Fiscal consolidation’, but notwithstanding the tough task at hand, a truly visionary leadership will need to pursue both growth and fiscal consolidation simultaneously.
Increasing activism from civil society groups and NGOs have had a deleterious impact on India’s GDP. Opposition to mining and power projects and the concomitant impact on down-stream manufacturing has impacted the economy. Coupled with the stalled coal allocation, the impact on GDP is to the extent of 2.2% in our estimate.
Historical comparison reveals that equities are one of the best asset classes for value creation. Although it is often reinforced to investors that past performance is no guarantee of future returns, but the fact is that it usually is. The article showcases select case studies from last 10-15 years to give insights on the type of companies and sectors that have created value, the ones that haven't and the role of the government.
The market sentiment is likely to remain upbeat till formation of a new Government in June. The up move will be front-ended and H2 2014 may see consolidation take place.
A litany of fresh hopes has improved market sentiment. There are many macro problems that pose a hurdle to the dream run, but for now, a new high seems round the corner and the liquidity tap is very much on.
Indian equities have taken a breather since mid January 2013 as market participants ponder over the outcome of the Union Budget. We take it as a foregone conclusion that the Finance Minister