Tag: Investment strategy
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Indian IT Sector Mid Caps – A Treasure Trove
This is a partial summary of the report, “Indian IT Sector Mid Caps – A Treasure Trove”. The 11 page full report with eight IT firms’ analysis and investment recommendations, is available only to Subscribers. Date: October 14, 2012 India has a competitive advantage in the global IT services. This is borne out by the…
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Indian Equity – Winds of Change
December 16th 2011 The Indian Stock market has been buffeted by a lot of changes in the last few quarters. As a long term investor, one needs to track the key moves and tweak the overall outlook and investment strategy in line with these. While there is a lot of noise and headline grabbing information…
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Mundra Port: Infra play at good valuations
…………………………………………………………………………………. There is an update to this report. Read this latest Sept 2012 update called ‘Adani Port – The Great Australian Adventure’. Click this LINK Introduction Mundra Port and SEZ (MPSEZ) is a Gujarat based infrastructure and exports play. Promoted by Adani Group, it includes the following businesses – India’s largest private port, with volumes…
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Future Ventures IPO note – April 2011
Update on April 29th Future Ventures has got a dull response till today. The overall subscription is 1.52 times the offer. QIB section is oversubscribed 0.26 times, HNI is (strangely) 7.8 times and Retail 0.6 times. Poor response may be not just because of poor reviews (see my IPO note below) but also concurrent investments…
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This is a good time to add Small Caps
This may be a very good time to add Small Cap stocks to your portfolio. Let me substantiate the logic and reasoning for this. If we list out equity-oriented investments in order of Safer to Riskier (and generally Lower to Higher return), they are: Sensex/ Nifty / ETFs /Large cap Mutual Funds Mid Cap and…
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