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A Lion’s eye on the Bulls and Bears

“In India, companies may fall sick, but promoters rarely do!”

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‘Tainted’ Telecom Minister A Raja ! ? The Conviction grows stronger…for his deliberately ‘gifting’ the 2G Licenses on a First Come First basis for just Rs 1000+ crs when the current auction of 3G Licenses has fetched over Rs 16000 crs!

1 Comment / Controversies, Corporate Governance, Insider Trading, Interesting News Sightings, INVESTOR MISTAKES, Reflections, Telecom, VALUATION / By

In November 2008,I had covered in two blogs,what our Telecom Minister,A Raja had blatantly done….he had gifted 2G Licenses to vested interests at a pittance…just over Rs 1000 crs,when he could have got ten times more for the Government Today, after a 34 days auction process it has been announced that the 3G Licenses auction has …

‘Tainted’ Telecom Minister A Raja ! ? The Conviction grows stronger…for his deliberately ‘gifting’ the 2G Licenses on a First Come First basis for just Rs 1000+ crs when the current auction of 3G Licenses has fetched over Rs 16000 crs! Read More »

Sugar Sweet…no diabetes in sight (Green Light)…..Telecom Voice Breaking (Red Light)…..IT dropping with the Dollar (Orange Light)

3 Comments / Derivatives Strategies, Information Technology, Investing Themes, INVESTOR MISTAKES, Reflections, Sectors, STOCKS, Sugar, Telecom, VALUATION / By

The Trafiic Signals are clearly at work in these Three Sectors….It’s Green for Sugar,Red for Telecom and Orange for IT Sugar Stocks are at just 3 Million tonnes…that’s going to last  a month and a half…India consumes 2 million tonnes a month….Last year we produced a record low ! of below 15 million tonnes and …

Sugar Sweet…no diabetes in sight (Green Light)…..Telecom Voice Breaking (Red Light)…..IT dropping with the Dollar (Orange Light) Read More »

Reliance Equities International launches it’s Model Equity Portfolio for India…Thinking is Defensive and unDynamic…very unReliance like…I would say it’s even flawed !

3 Comments / Banking, Broker Index Forecasts, Chuckle !, Controversies, Information Technology, Infrastructure, Investing Themes, INVESTOR MISTAKES, Mineral Resources, Pharmaceuticals, Power, Real Estate, Refining & Petrochemicals, Reflections, Sensex, STOCKS, Telecom, VALUATION / By

Just perused the Model Equity Portfolio for India that Reliance Equities International has launched.It’s been authored by their Head of Research Excited to know what’s in it ! ?…more  so after I tell you that the Report is titled ‘Boom and Bust’ with the tagline ‘Resistance is Futile’ !? Turned out to be a Dampener really…no Originality at …

Reliance Equities International launches it’s Model Equity Portfolio for India…Thinking is Defensive and unDynamic…very unReliance like…I would say it’s even flawed ! Read More »

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