16 Nov 2013

Has the "Great Indian Bull Run" started?

 Hello readers, Victor Hugo - the most famous French writer once said" All the forces in the world are not so powerful as an idea whose time has come".  ...

8 Jul 2013

Indian economy growth story: Is it over??

Hello readers,       This is testing times for Indian economy, market and the growth story. Some of the leading economists, market experts and industrialists have written off India growth story and its potential to become a super economic power in next few decades. These experts who had been so bullish about Indian growth story till yesterday have suddenly started giving very bearish and gloomy forecasts about India GDP for next few quarters and few years - talking about sub 5% growth rates . Some of the experts have proposed...

6 Apr 2013

Is the market stupid or intelligent enough?

Hello readers! This is interesting times for Indian economy and stock markets, post the budget. People (including me) had high expectations out of Chidambaram's budget which failed to deliver on many counts including bold moves to grease the economy and markets. For example, it was negative or absent on clear timetable for GST and DTC roll out, bold moves to encourage/ de-bottleneck investments in infrastructure, power and real estate, Reduction of Income Tax exemption or deduction limits to improve savings rate /investment rate, giving...

26 Feb 2013

Budget 2013 expectations and its implications on Indian economy and markets

Hello Readers,   Mr.Chidabaram is coming with the last budget of the UPA-II government on 28th Feb and he would be carrying a high burden of expectations from the investors, industrialists and common man. Whether he will be able to deliver for all would be something which everybody is waiting with held breath. ...

1 Jan 2013

My 2013 Forecast of Indian markets and Top 12 Stock picks

Hello readers,  Wish you all a very happy and wealth generating New Year -2013.  How Indian markets performed in 2012 vis-à-vis my 2012 Forecast: Before we get into 2013, let’s look back and see how the Indian markets performed in 2012. The Sensex was up by 26% with respect to 2011 closing levels (from 15454 to 19426 levels). This was in line with my 2012 forecast (Pl refer my blog on 31st Dec 2011"My 2012 forecast and Top 10 stock picks) when I had predicted the Sensex to touch 20,000 by 2012 end. It almost touched and...