Comments on Ketul Kirtikumar's articles Comments on Ketul Kirtikumar's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/ketul-kirtikumar/articles ICICI Bank: Unwarranted Beating, Proven Growth Prospects http://seekingalpha.com/article/90123-icici-bank-unwarranted-beating-proven-growth-prospects?source=feed#comment-283413 283413 Wed, 15 Oct 2008 22:54:30 -0400
The major reason for the downfall of the stock market are:
1. There are macro factors that affect a stock market. Big players in the market always invest lows and sell highs.
2. With inflation going through the roof large investors may have moved from equities to commodities
3. There's also a latest fear that the Indian growth engine has taken a pause. Afterall if the GDP (industrial production) does not grow as expected, once cannot assign the same valuations to a stock]]>
Phillip Morris: A Costless Call Option on Growth in Emerging Markets http://seekingalpha.com/article/96905-phillip-morris-a-costless-call-option-on-growth-in-emerging-markets?source=feed#comment-278567 278567 Fri, 10 Oct 2008 07:08:38 -0400 Phillip Morris: A Costless Call Option on Growth in Emerging Markets http://seekingalpha.com/article/96905-phillip-morris-a-costless-call-option-on-growth-in-emerging-markets?source=feed#comment-264404 264404 Thu, 25 Sep 2008 02:02:35 -0400 Phillip Morris: A Costless Call Option on Growth in Emerging Markets http://seekingalpha.com/article/96905-phillip-morris-a-costless-call-option-on-growth-in-emerging-markets?source=feed#comment-263529 263529 Wed, 24 Sep 2008 10:57:12 -0400
Disclosure... I do own MO and PM.]]>
ArcelorMittal: Upside Potential of Nearly 40% http://seekingalpha.com/article/92156-arcelormittal-upside-potential-of-nearly-40?source=feed#comment-260441 260441 Sun, 21 Sep 2008 02:17:41 -0400 Mechel: The Strength of Russian Steel http://seekingalpha.com/article/94791-mechel-the-strength-of-russian-steel?source=feed#comment-250630 250630 Wed, 10 Sep 2008 12:58:22 -0400 Mechel: The Strength of Russian Steel http://seekingalpha.com/article/94791-mechel-the-strength-of-russian-steel?source=feed#comment-250542 250542 Wed, 10 Sep 2008 11:56:33 -0400 Mechel: The Strength of Russian Steel http://seekingalpha.com/article/94791-mechel-the-strength-of-russian-steel?source=feed#comment-250485 250485 Wed, 10 Sep 2008 11:30:00 -0400 Mechel: The Strength of Russian Steel http://seekingalpha.com/article/94791-mechel-the-strength-of-russian-steel?source=feed#comment-250160 250160 Wed, 10 Sep 2008 08:05:59 -0400 ArcelorMittal: Upside Potential of Nearly 40% http://seekingalpha.com/article/92156-arcelormittal-upside-potential-of-nearly-40?source=feed#comment-237507 237507 Sun, 24 Aug 2008 07:19:54 -0400 ArcelorMittal: Upside Potential of Nearly 40% http://seekingalpha.com/article/92156-arcelormittal-upside-potential-of-nearly-40?source=feed#comment-237004 237004 Fri, 22 Aug 2008 23:28:57 -0400 ICICI Bank: Unwarranted Beating, Proven Growth Prospects http://seekingalpha.com/article/90123-icici-bank-unwarranted-beating-proven-growth-prospects?source=feed#comment-227918 227918 Mon, 11 Aug 2008 13:09:14 -0400 ICICI Bank: Unwarranted Beating, Proven Growth Prospects http://seekingalpha.com/article/90123-icici-bank-unwarranted-beating-proven-growth-prospects?source=feed#comment-227480 227480 Mon, 11 Aug 2008 02:59:58 -0400 ICICI Bank: Unwarranted Beating, Proven Growth Prospects http://seekingalpha.com/article/90123-icici-bank-unwarranted-beating-proven-growth-prospects?source=feed#comment-227328 227328 Sun, 10 Aug 2008 18:10:35 -0400 ICICI Bank: Unwarranted Beating, Proven Growth Prospects http://seekingalpha.com/article/90123-icici-bank-unwarranted-beating-proven-growth-prospects?source=feed#comment-227276 227276 Sun, 10 Aug 2008 16:26:25 -0400
Three out of every ten children in the world live in India and 300 million Indians are expected to enter the workforce between now and 2025.

As India matures, nearly every Indian will get a checking account, a loan, a mutual fund, a credit card, and/or insurance.

Because of India's demographics there may not be any single greater secular growth story in the world over the next 20 years.

Regards]]>
ICICI Bank: Unwarranted Beating, Proven Growth Prospects http://seekingalpha.com/article/90123-icici-bank-unwarranted-beating-proven-growth-prospects?source=feed#comment-227267 227267 Sun, 10 Aug 2008 15:59:50 -0400 ICICI Bank: Unwarranted Beating, Proven Growth Prospects http://seekingalpha.com/article/90123-icici-bank-unwarranted-beating-proven-growth-prospects?source=feed#comment-227062 227062 Sun, 10 Aug 2008 09:26:14 -0400 Its a great value at these prices and since now the Indian govt doesnt have the Communists to hamper them, they can push through banking and insurance reforms before the next election.
This will be HUGE for IBN and I think this will be back to $50 by year end.]]>
ICICI Bank: Unwarranted Beating, Proven Growth Prospects http://seekingalpha.com/article/90123-icici-bank-unwarranted-beating-proven-growth-prospects?source=feed#comment-227034 227034 Sun, 10 Aug 2008 08:03:13 -0400 Nike: Underpriced, Defensive Stock http://seekingalpha.com/article/89437-nike-underpriced-defensive-stock?source=feed#comment-226743 226743 Sat, 09 Aug 2008 11:32:42 -0400 Nike: Underpriced, Defensive Stock http://seekingalpha.com/article/89437-nike-underpriced-defensive-stock?source=feed#comment-224635 224635 Wed, 06 Aug 2008 23:53:37 -0400