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  • The India Story Is Finally Taking Off [View article]
    SSLT is promising for long-term and I believe that decline in oil prices and general depressed sentiments for industrial commodities is a good time to consider exposure to SSLT.
    Jan 23, 2015. 08:46 AM | 2 Likes Like |Link to Comment
  • The India Story Is Finally Taking Off [View article]
    India is certainly a growth story worth watching out. In some of my recent articles I have opined that Indian equities will be the best performing globally in 2015 and I maintain that view.

    The upcoming budget promises to be transformational and I also expect another 75 to 100 basis points interest rate cut. Mr. Modi has been entirely focused on the development agenda and I believe that the results will start showing over the next 2-3 years given the point that first the damage to the economy has to be repaired and then the big growth comes.
    Jan 23, 2015. 08:46 AM | 2 Likes Like |Link to Comment
  • More Pain In Store For China Equities [View article]
    Given the point that you are well aware of the Chinese economy and the fundamentals, I can say with conviction that you would be aware of the risks in the banking and financial sector. What we see now in terms of bad loans is just the tip of the iceberg.
    Jan 20, 2015. 05:04 AM | Likes Like |Link to Comment
  • More Pain In Store For China Equities [View article]
    The US equities (at least for now) are being driven by strong economic fundamentals and liquidity always remains a factor.

    Chinese equities are largely driven by liquidity at this point of time. The IMF growth estimate suggests that China's GDP growth will trend lower in 2015 and 2016. Clearly, reversal in economic activity is not on the horizon and I believe that the liquidity driven rally will stall (sooner than later).
    Jan 20, 2015. 05:00 AM | Likes Like |Link to Comment
  • Draghi Will Trigger Next Significant Upside For U.S. Markets [View article]
    The article begins with the fundamental factors that have taken the US markets higher...And let's not forget, liquidity is a fundamental factor...Of course, the rally has been backed by company specific fundamentals...However, take the liquidity out of the system, valuations will suddenly go down to levels that will make no sense from a company fundamental perspective...
    Jan 2, 2015. 10:44 AM | 1 Like Like |Link to Comment
  • Liquidity And Hedging: Reasons To Be Bullish On Pioneer Natural Resources [View article]
    I am expecting a 30% to 40% decline in OCF for the same reason even when the hedges might suggest a 20% decline in OCF...
    Dec 19, 2014. 07:57 AM | Likes Like |Link to Comment
  • Awilco Drilling: Hold This Attractive Dividend Payer Through 2015 [View article]
    It might not be a great idea to compare SDRL with Awilco. SDRL has a big fleet...$13 billion debt...Awilco has a fleet of just 2 semi-subs...low debt...
    Dec 18, 2014. 11:22 AM | 10 Likes Like |Link to Comment
  • Awilco Drilling: Hold This Attractive Dividend Payer Through 2015 [View article]
    With a gearing of just 24%, I believe that Awilco will not have an issue in getting access to debt even in these market conditions. Especially if the two contract remain.
    Dec 18, 2014. 11:21 AM | 2 Likes Like |Link to Comment
  • Awilco Drilling: Hold This Attractive Dividend Payer Through 2015 [View article]
    I have mentioned the cash position. Awilco clearly states that it will maintain a certain level of cash. I believe that its in the range of $40 to $60 million.

    Even if that is set aside, the company has enough financial flexibility to take on debt and fund the capital expenditure.
    Dec 18, 2014. 11:20 AM | 3 Likes Like |Link to Comment
  • Seadrill's Likely Dividend Cut: Morgan Stanley Agrees With Me [View article]
    Yes, i was also expecting the dividend yield to come down to 10% from 19.8% after dividend cut. The suspension of dividends came as a surprise to me as well. However, good for the long-term.
    Nov 26, 2014. 05:10 AM | 2 Likes Like |Link to Comment
  • Seadrill's Likely Dividend Cut: Morgan Stanley Agrees With Me [View article]
    This article was for PRO subscribers (released yesterday). You are reading after a 24-hour Embargo. Thanks.
    Nov 26, 2014. 04:59 AM | 7 Likes Like |Link to Comment
  • China's Pain Is India's Gain [View article]
    No doubt India is way behind...Just consider the per capita consumption of oil and commodities in India...http://bit.ly/1y1NJvc

    However, a lower base means bigger growth. And this is the best time with the current government pushing for growth and likely big reforms...
    Nov 23, 2014. 09:25 AM | Likes Like |Link to Comment
  • Why The Global Gloom? [View article]
    I believe that with 7 euro-area countries already in deflation...Recession is entirely likely there...http://bit.ly/1y1NHDK

    Further, China is in a spot of bother. I see only US and India and relatively bright spots for equities in 2015.
    Nov 23, 2014. 08:10 AM | 1 Like Like |Link to Comment
  • China's Pain Is India's Gain [View article]
    Negative outlook for India does not mean doom for China. The entire point is related to where you will make more money. Currently, you will make more money in Indian markets than Chinese markets. And this can be the trend for the next 5-10 years.
    Nov 23, 2014. 08:06 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: Bullish View Maintained For The Long Term [View article]
    It is difficult to talk about specific targets. But if oil is around $90-$100 and if emerging Asia shows sustained recovery, I believe that FCX can potentially double from these levels...Take a 3-5 year investment horizon...
    Nov 20, 2014. 12:00 AM | Likes Like |Link to Comment
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337 Comments
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