Foundations of the great Indian Bull run are being laid now

 Hello readers, I continue to be a big and unabashed fan of the long and medium term potential of Indian economy to beat all the other nations hands down in the coming few decades , despite our political leadership and bureaucracy.  As we speak the foundations of the great Indian Bull run are being laid now in our economy and markets. Where in the world do we find so many bullish factors together- Demographic dividends(the fact that Indian population is and would be the youngest for many decades),...

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Never give up on India growth Story

Friends,   Am blogging after a long time . I promise to be more regular, at least once a month.  This time , I am going to devote some time on the India growth story which everybody including the big investment banks, FIIs , and our own domestic industrialists in their wisdom had almost given up. I would refer you back to a blog I had written on 25th June 2011 on the topic "Biggest growth story of the 21st century - Indian economy" Here is the link :http://www.indiavalueinvesting.blogspot.in/2011/06/biggest-growth-story-of-21st-century.html I...

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Indian economy at cross roads -Time to bottomfish??

Indian economy is at cross roads today when its suddenly being compared with 1991 situation when India had to pledge Gold to borrow foreign exchange. The GDP growth rates have dipped down to 5.3% (the lowest rate in last 9 years) with high inflation rates at 7.4% , raising an unprecedented  spectre of stagflation in India. The current account rate is at 4% which has been one of the highest ever and Rupee has depreciated by > 10% in the year. Why and how did we reach this situation? Should we "blame it on Rio" as the govt. is attempting...

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Budget 2012 and implications on markets

  2012 Budget has come and gone as an non-event this Friday(16th March). And so has the critical RBI policy announcement a day earlier on 15th March and critical state elections results including UP elections.  One interesting fact is that market had been anxiously waiting for these 3 events as  major positive / negative triggers for deciding the direction of the market this year.All these events came out with results which were negaitive to the market. While the budget was hailed as disappointing and non-reformist...

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What's in store for 2012?

       I had predicted a good year for equities in my forecast for 2012(published on 31st dec 2011) with sensex going to the levels of 20000 to 21000 by the end of the year.I also had predicted that some strong businesses(My top 10 stock picks in the same blog) in specific sectors like Banking&Finance,    power,infra and energy will do very well in 2012 and ahead . Both my forecasts have proved to be accurate till now ,though the bigger part of the year is still to unfold. 2012 has seen an...

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