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Indian Markets Wednesday Wrap-Up: Dow's Poor Showing Barely a Factor

Lately there is news of China re-invigorating demand in materials and a huge deal with Rio, is this showing promise to get back in to some good companies which have been down. Tata Steel for example. what do you think ?

For Bargain-Hunting in a Bear Market, Look at India

If crude prices go down, India also needs the rupee to appreciate to really benefit. Overall I think this has been said far too many times now Infrastructure and Power Sector is the way to invest in India going forward.

Indian IT Stocks: Time to Bail?

Satyam Computers might be a better company in this space. It is listed on NYSE - stockezy.com/stocks/qu...

Also for investing in India I recommend - Tech Mahindra
stockezy.com/stocks/qu...

India's Recent Economic Growth Causing Infrastructure Problems

Making money off the power sector boom is now also tied to the Nuclear Energy approval that India received. You can look at companies which are equipment manufacturing companies - Bharat Heavy Electronics, Larsen & Toubro. In the utilities space there is NTPC, Reliance Power. The sector-wise information can be easily looked up here:
Top Companies manufacturing Electrical Equipment:
stockezy.com/sectors/i...

Sector-wise info for Capital Goods:
stockezy.com/sectors/?...

Tata Motors and the Rumble in Singur

I would like to add another perspective to this discussion and draw attention to the plight of the satellite industry owners who have invested a good amount of money for the Nano. Early unconfirmed reports suggests that the auto parts supply industry which was set up around Singur will cause a loss of $40-50 million. This does not include loss for Tata. These industry owners will be put on the back foot if Tata decides to move out of West Bengal and trigger a feedback effect to worsen the economy of India. I think intervention from Central Government is key to resolve this crisis. And there should be effort to keep Tata's in WB.

ICICI Bank: Boring Business, Compelling Valuation

I actually do not understand what is ICICI target audience in the US. They have a new branch in New York , so are they focusing on the Indian population in the US, who need to send money back to India. Or are they also willing to get in to retail banking. Any Ideas?

India's Approaching Age of Basic Materials

The age of the Basic Material is surely knocking on India's door, no doubts there, but I think unlike China the 'secular age of Energy' in India has to coincide with Basic Materials and Capital Goods. We cannot afford the luxury of taking it one step at a time. Fingers crossed we do not have a hung parliament and some coalition works out to provide a stable government. Then it is a battle only India alone can loose. If I have to name stocks my favorites include Jaiprakash Associates and Jindal Saw Ltd. One each in Capital Goods and Basic Materials space.

Steer Clear of Tata Motors

There is some very recent good news coming in, (read more on my website), that there is some kind of compromise between the Ruling West Bengal government, and the protesters. Tata will access how much land is required for the factory and its suppliers and distributors. Rest of the land will be returned to the farmers. Also additional government compensation will be paid for the Land being used. This has been informally accepted by all parties involved. ALso there is news that Tata will not pull out of West Bengal and Nano project will not see too much delay as was anticipated earlier.

Time to Recognize Cognizant - Barron's

I agree with the analysis presented above but want to skeptical in the growth prospects presented by US companies. Cognizant derives 78% of its revenue from US companies and I think the slowdown and its aftershocks are going to continue for some time. Yet there is Infosys where one can invest. INFY the ticker, recently acquired an outsourcing company in Europe hence has all the ingredients to address the US dependence concern. More-so the rising dollar is helping to push up profits. Hence begging investors for a more closer look to this stock.

ETF Insights: Japan's PM Resigns, India Appoints New Finance Minister

The new RBI governor Mr. Subbarao has been part of the Indian Finance Ministry Department and is known to be close to Finance Minister P. Chidambaram. The RBI governor is like the FED Chairman for India.
The recent rate increases to stifle Inflation and reduce liquidity from the markets have not been enough to rein in prices, Inflation still is at approx 12%. The comfort level for Inflation by end of 31st March 2009 is 7% and to hit this, RBI will continue to increase rates, Banks will have to increase reserves. borrowing rates will go up. This will affect Banks Stocks, Real Estate and Auto sector primarily

Tata Motors Makes Its Move Out of Singur

Tata Motors is currently going through a rough patch with respect to its ambitious $2500 car. The project seems as if will be delayed, and a burden of losing all the development cost of setting up the factory. In the near term I am bearish on this stock.