Jun 6, 2016 6:40 am
Executive Summary It is not the strongest of the species that survives, nor the most intelligent. It is the one that is most responsive to change. – Charles Darwin’s Theory of Evolution A Summer of Global Event Risk A horrible jobs report in the U.S. puts the Fed on hold in June… we hope. Sharpest…
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May 23, 2016 9:48 am
Summary Nifty 50 earnings and CNX 500 earnings have been affected by the woeful performance from PSU banks and Steel companies. Excluding these two industries, profits for the Nifty 50 and CNX 500 have been impressive in what was expected to be a dismal earnings season. We remain buyers of growth stocks selling at reasonable…
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May 16, 2016 11:00 am
There is nothing reliable to be learnt about making money. If there were, study would be intense and everyone with a positive IQ would be rich. – John Kenneth Galbraith For over a decade, India’s been captive to the whims of foreign institutional investors. That’s not a bad thing; however, FI flows in the past…
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May 9, 2016 2:01 pm
There Is No Alternative On April 11th, we were optimistic about green shoots that were becoming visible in the domestic economy. The Nifty was at 7500. On April 18th, with the Nifty 50 at 7847, we stated “prudence dictates chasing the market after a 1,000 point rally is an unwise choice.” On April 25th, we…
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