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 ?
As we move into the results season of Q4 FY 2010, here is what analysts have built their expectations from the street. Expect Sensex companies to post a strong headline net profit growth of 45.3% (including consolidation) and 30% excluding consolidation. However, earnings are skewed by the strong performance (more…)
Most steel companies believe steel demand in India is on an upward trajectory and expect double-digit growth in FY11E, led by infrastructure and autos. Majority of the steel expansion projects are running behind schedule – constrained by land acquisition and procedural hurdles. In our view, (more…)
After Africa, Godrej Consumer is now eyeing the Indonesian market. Today it announced its decision to acquire Megasari Group, a leading household care company in Indonesia. With revenues of US$120MM in 2009 (+20% y/y), Megasari holds dominant market (more…)
Kotak Securities analyst have blown the lid of IndiaBulls Real Estate shady operations. It looks like Kotak was not invited to the closed door Analyst meeting due to their transparent nature of coverage, anyway here is an excerpt from Kotak’s report, (more…)
The bulls have completely taken control of the market with the Sensex and Nifty touching new 52 week highs and USD taking a beating indicating consistent FII flows into the market. Just minutes after Goldman Sachs released its Top 20 Buys in the Indian Stocks earlier today, Deutsche Bank has come with a somewhat very bold report and has pegged the Target for Sensex by 2010 end at a new life time high of 22,000.This is (more…)
The Buy recommendations are once again back on the Street. IIFL initiated coverage with a BUY on KSK Energy Ventures and now CLSA Pushed the BUY button on IRB Infrastrcuture. (more…)
