Indian Equity Research and Investment Strategy
How to Get More Returns in Mutual Fund SIP with Swing Strategy ?
Max Life Insurance – Revised Deal, Positive for Max Financial
Will the Digital Neo Banking Platforms Succeed in India ?
Should you own the Life Insurance Business ?
Does HDFC AMC deserve High Valuation ? Review
Valuation of Indian Markets & Relentless FII Selling
Why Indian StockMarket Quoting at High P-E ?
Why Value Investing Does not Work in India ?
Even before the Budget, the Railways hiked the tariffs for Cement and Coal Transportation on March-6th. Cement Prices have now been hiked by Rs 10-25 per bag compared to last month to pass on the railway freight rates. Negative for Construction and Real Estate Sector as input Cost will Rise and may not be fully passed on to end customers.
Dinesh Trivedi iterated that the ministry’s focus for next 5 years (more…)
The Railway Budget has adequately addressed the ongoing financial woes with revenue-enhancing measures. The passenger fare hikes come on the back of freight rate hikes on March 6, 2012. The rail budget can be considered non-populist and is a reflection of the intensely tight fiscal conditions facing the governments in general and is reflected in the fact that the passenger fare hike (10% to 12%) has happened after a long gap of 8 years.
Rail budget sets ambitious targets (more…)
The Jan-2012 IIP number release was much better than expected at 6.8% y/y ( December was also revised higher to 3.5. Though consensus was much lower at 2.1%. The biggest surprise was the driver of this strong number. Consumer non durables ( has a weight of 21% in the overall IIP) grew at astonishing rate of 42% y/y. Since the IIP series began in 2004-05 , this is the highest growth ever recorded by the sub index of consumer non durables.
Some Rise sharply in January: In the manufacturing segment, growth accelerated (more…)
So much I hate to read and analyze the dirty Politics of our country, yet I am forced to as Foreign Investors the big movers and shakers of our market are keenly watching the Political scenario and the equation is getting worse by the day.
When people voted the UPA back to power, they had the “low-cost, high growth” economic engine to their credit. Arrogance just flows in the blood of our UPA Government which has performed pathetically in its second term. Apart from series of Corruption Scandals and Highest ever Inflation their performance in pushing the Economic reforms is miserable – 85 bills are pending and 35 have lapsed. Congress led UPA could have cut the plethora of exemptions to streamline the (more…)
The forthcoming week is an eventful week for the market with the IIP Data, RBI Monetary Policy Review, Railways and the Union Budget.
IIP Data – The core sector growth of almost zero percent suggest the data is going to be week for almost 6 months now. Expectations are for 1% growth which is very weak. The RBI and government must understand that with 1.2 Bn population we cannot have slow industrial growth else there will huge unemployment problem in India.
WPI Inflation Data – With surprise huge upward revisions in index of previous months this month we may have index level of 158.1 assuming upward revisions to continue.
Will the Government Hike Oil Prices ? Everybody thought the hike will come as soon as election results (more…)
The Corrupt / Scams scarred Congress Party headed by Rahul Gandhi fared poorly in elections in five states. Ok, Congress and Rahul maybe in denial mode, but Data has proved they are no more a reckoning force so lets analyze what are the Possibilities of Finance Minister Pranab Da taking the reforms forward or Pranab Da taking the negotiations with regional parties to save the Paralyzed Government.
We had already analyzed (more…)
