July, 2012 | Dalal Street

Saturday, November 23, 2024

Indian Equity Research and Investment Strategy

Equity Research

Next 50 Days – Government Actions is Destiny of Indian Market / Economy

July 9, 2012July 9, 20122 min read

Analysts desperate to know if their money is safe in India are flying to Delhi to asses the situation of reforms and policies. Here is a quick take on the final gamble everybody is betting on. Top Bureaucrats in the administration as well reputed in the RBI believe that if over the next 50 days the Cabinet is not able to breakthrough then the Stagflation will continue and the Indian economy will go into hibernation until the next General Election.

What is Dr.Singh’s proposed gameplan over the next 2 months?
Even after the 19th July presidential elections, (more…)

Economy, Markets and Macro Views

State of the Indian Economy – Health Check

July 6, 2012July 6, 20123 min read

PM Dr. Singh has said that he will continue as the Finance Minister beyond the Monsoon Session of the parliament and has entrusted the job of answering questions to MoS. Dr Singh’s first term as Finance Minister in 1991-96 resulted in liberalization and far-reaching changes. Pranab Mukherjee demited from the office with a Historically Weak Indian Rupee, High Inflation, Weak GDP Growth, Amending Laws With Retrospective effect, etc Let us check the health of Indian Economy and take a prudent view on to what extent Dr. Singh can turnaround the Indian Economy, which has to happen now or will never happen.

India’s 4QFY12 GDP came in at 5.3% YoY – the lowest (more…)