CP | Dalal Street

Can Indian FM Handle High Inflation & Twin Deficits ?

January 7, 20132 min read

One of the Major Problems with Indian Democracy is incompetent Politicians capturing core Portfolios like the predecessor of Mr. P. Chaidambaram did dwindling the Fiscal and Current Account deficits to new highs, weakening India’s greenback and no control over Inflation. Every Macro Researcher on the Indian Economy asks can they be back under control in 2013 ? Yes, but we do not think any of these measures will reach truly comfortable levels in the next few years.

After a sharp recovery from the (more…)

India IPO Reviews and Updates

What is the Basis of Allotment for New IPOs – CARE Ratings, Bharti Infratel, etc for Retail Investors?

December 6, 2012February 27, 20132 min read

The Controversial Regulator of Indian Securities Market, SEBI on the 16th of August passed an order which will affect the Basis of Allotment in the Retail Individual Bidders Category. The SEBI Order said,

With a view to increase the reach of IPOs to investors (more…)

Equity Research

Which Indian Stocks to BUY for Long Term ? How to Choose ?

November 29, 20123 min read

The Indian Equity Market is just 10% below its all time high of 21,000. Goldman Sachs has already upgraded India to OVERWEIGHT with a NIFTY target of 6,600, which is 5% higher than the previous all time high. If you’ve invested in a Diversified Portfolio of Blue Chips [Nifty / Sensex] stocks, hold them tight as they lead the rally. What next can we do about the CASH we are earning month over month ? It doesn’t make sense to keep BUYING the overheated ones but it takes a little research to identify the next horse which can win the jackpot.

The Theory NIFTY / SENSEX / MegaCap Stocks – Already Appreciated (more…)

Mutual Funds Review

Madhusudan Kela – Reliance Mutual Fund, CIO’s message

November 15, 20122 min read

We present to you the view of Madhusudhan Kela, Sr. Fund Manager and Chief Investment / strategist Officer with Reliance Capital Asset Management company on the occasion of Diwali.

Once again, as the biggest and the brightest Hindu festival, Diwali, is upon us, it is indeed a time for introspection, celebration of life and its gifts. [Skippng some Paragraphs Related to Religious References..]

Just think, last Dec, investors had started (more…)

Mutual Funds Review

HDFC Top 200, Equity Funds – Review + What Next ?

November 1, 20123 min read

If you’ve been a reader of our Site, then you all know we first recommended investment in HDFC Mutual Funds way back in 2003 and since then have been advising to stick to SIPs with Top-Ups during Market Crashes. Let us analyze what our SIPs have actually given us in Returns with the market going nowhere in the last 30 Months. [Sensex 17,527 March-2010]

HDFC Top 200 Fund Review
This the Largest Equity Fund in India which has grown organically over 15 years and has Assets Under Management around Rs 11,000 Cr. In the last 10 years / 5 years period, the fund has consistently beaten benchmarks. However, returns in a longer duration i.e since inception has tapered off from 28.33% in March-2010 to just 23.49% in Sept-2012 as shown below. (more…)

Breaking Corporate India Earnings News

RBI May go for CRR Cut Vs Interest Rates

October 30, 20122 min read

The Finance Minister thinks he has done enough for the RBI to go ahead with the Rate Cuts. However, we think not as Inflation Data reflects that Government is still under crisis and is just managing the Press / Media phenomenally well.

RBI Gov Subbarao will likely not want to take to take chances with the RBI’s inflation fighting image by cutting rates as inflation will persist at a high 7.5-8% till December. CRR cuts, (more…)

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