Economy

RBI announces a CRR hike by 0.75% to 5.75% to tackle Record Food Inflation at 17.40%…Interest rates must rise soon !…Equities will React

Leave a Comment / Controversies, Economy, Foreign Institutional Investors, Global Economic Crisis, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Sensex, STOCKS / By Gaurav Parikh

I have been increasingly impressed by this RBI Governor,D Subbarao…..his thought process is very inspiring and rational and intellectually stimulating and challenging…..A few days ago,he humbly stated that what happened to the Financial System in 2008 in the USA taught a lot of lessons and challenged traditional assumptions And today he showed his assertive and …

RBI announces a CRR hike by 0.75% to 5.75% to tackle Record Food Inflation at 17.40%…Interest rates must rise soon !…Equities will React Read More »

2010…what’s likely to Go UP and what’s likely to Go DOWN….will help you in rebalancing your Portfolio

Leave a Comment / Economy, Foreign Institutional Investors, Global Economic Crisis, Gold and Silver, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Sensex, VALUATION / By Gaurav Parikh

This is my synopsis,deliberately devoid of too many statistics that support my view, on what’s likely to go UP and DOWN in 2010….This should help you form a view on Asset Allocation when rebalancing your Portfolio UP OIL….from US $ 80 /barrel to US $ 110/barrel…..will cross and stay above US $ 150/barrel inside three years….not good for …

2010…what’s likely to Go UP and what’s likely to Go DOWN….will help you in rebalancing your Portfolio Read More »

Some Saturday Morning Shots…..of Strikes and Statues…..Austerity Measures and IPOs

3 Comments / Chuckle !, Controversies, Economy, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, IPOs, Reflections, STOCKS, VALUATION, When My Mind Meanders... / By Gaurav Parikh

Amusing or not so…you decide…….some Saturday morning shots…. Jet Airways Pilots Strike enters the fifth day…and I see a Business Standard ad (Page 16) of Jet2Kerala with a tag line ‘Your dream holiday can now touch down’…Problem is you yet cannot take off !…Jet Airways has teamed up with Kerala Tourism to help you land the best …

Some Saturday Morning Shots…..of Strikes and Statues…..Austerity Measures and IPOs Read More »

JUST BUY INDIA !…GO LONG FOR THE LONG TERM….AT 202 % IT TOPS THE WORLD IN EQUITY RETURNS OVER 5 YEARS!

3 Comments / Economy, Investing Themes, Reflections, Sensex / By Gaurav Parikh

COUNTRY COMPARISON FIVE YEAR EQUITY RETURNS FROM 2004 to 2009 Sr Country % Returns 1 India 202 2 Brazil 143 3 China 112 4 Russia 82 5 South Korea 74 6 Hong Kong 50 7 Singapore 31 8 Spain 21 9 Germany 19 10 Australia 12 11 New …

JUST BUY INDIA !…GO LONG FOR THE LONG TERM….AT 202 % IT TOPS THE WORLD IN EQUITY RETURNS OVER 5 YEARS! Read More »

Warren E Buffett warns of the ‘Greenback Effect’

3 Comments / Controversies, Economy, Global Economic Crisis, Interesting News Sightings, Investing Themes, Investor Gurus, INVESTOR MISTAKES, Reflections / By Gaurav Parikh

Warren E Buffett,while warning of consequences of the ‘Greenback Effect’, is bravely being Optimistic and Patriotic ,like every true blue blooded US Citizen should be ! Says Buffett, ” The United States remains by far the most prosperous country on earth,and it’s debt-carrying capacity will grow in the future just as it has in the past” Check …

Warren E Buffett warns of the ‘Greenback Effect’ Read More »

Watch out for Tomorrow…Infosys Results may be the cue for Sensex to correct further

Leave a Comment / Economy, Interesting News Sightings, INVESTOR MISTAKES, Reflections, Sensex / By Gaurav Parikh

Watch out for Tomorrow ! Rains are not falling…but post budget the Sensex is…..From 15100 levels on Monday before Pranab Mukherjee began his budget speech to @ 13750 at closing today Come tomorrow,Infosys is expected to provide a cautious guidance and a Q1 EPS of under Rs 24.These Results may just be the cue for a …

Watch out for Tomorrow…Infosys Results may be the cue for Sensex to correct further Read More »

Categories