sacsharma

Grab a Piece of the BRIC

Check what RBI governor had to say on India's growth:
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Sub-Prime Shadow Lengthens To India

How deep are the market corrections in Indian markets?Read
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Sub-Prime Shadow Lengthens To India

Can Indian markets go down while remaining fundamentally good?Read
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Are Indian Stocks Overvalued?

After WIPRO carcked, INFY and TCS might be the next in line. Looks part of "portfolio churn"
Check:
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Are Indian Stocks Overvalued?

Check India's top performing Capital Goods Stocks.These are the powerhouses which are taking Indian markets to new highs!
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Are Indian Stocks Overvalued?

After successful DLF listing, check how to play HDIL- another real estate IPO on listing on 24th July.
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Are Indian Stocks Overvalued?

There is no place for value pickers in Indian markets. Check example of a stock called Titan owned by India's legendary billionaire investor Rakesh Jhunjhunwaala from INR 25 levels.The stock currently trades at 1300+ levels.
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Rupee Gains 6.8% on Increased Foreign Interest

Where do you feel will the rupee will stabilize?

Rupee Continues to Gain: Will India's Infrastructure Benefit?

Check how ABB, BHEL and L&T have performed over the years.They have been the star performers in Indian markets.
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Can Tata Motors' $2,500 Car Drive the India ETF?

It is a double whammy for Tata Motors-Rising rupee is hurting exports and rising interest rates are affecting the sale of cars and commercial vehicles.

Sachin
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With Inflation Easing, Is It Time To Load Up On India?

Indian markets provide good upside in short to medium term. The whole investing community is so bearish about interest rates in India that Indian markets have been moving sideways for quite a while.
If markets show some strength this week a nice upward movement of about six to eight percent can't be ruled out in next one to two months.

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High Tech India: A Minefield of Challenges

I think India's biggest challenge is developing world class infrastructure.
Everybody talks of Bangalore but no one has seen the state of infrastructure in the city. It is already beginning to crumble. I don't believe the city can sustain such growth.
Indian people are entrepreneurial but feel challenged by the growing corruption and lack of adequate infrastructure.
India's biggest asset is its young population which forms a large chunk of its population. The biggest driver of growth in India has been the IT and ITES industry which has generated a few million jobs. As long this industry remains robust, young Indians will continue to earn and spend,hence driving the growth.
In terms of stock market the biggest opportunity in India lies in the areas of capital goods, telecom and retail.As far as IT is concerned I feel it is past its prime in terms of growth

Is India's Economy Overheating?

I definitely don't agree that the economy can take another rate hike in it stride. Already, one can observe slowdown in the Auto sector because of the higher interest rates.
Also the real estate sector is showing first signs of crack with realty rates dropping by 20-25% in places like Bangalore and Delhi.
Add the rupee rise of almost 10% has resulted in most IT companies feeling nervous.
It is a wait and watch situation.
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