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  • There is ample empirical evidence indicating that equities outperform other asset classes over the long term. The BSE-Sensex has appreciated at an impressive compounded annual growth rate of 13.4% over the period, April 1991 to March 2013. Add to this the tax advantages, transactional ease, liquidity and the relatively low investment threshold compared to real estate or bullion, you would realise ..

  • Second successive quarter of sub-2% PAT growth MARKET: Indian equities end FY12 with a modest decline of 10% 4QFY12 PREVIEW: Another disappointing quarter; PAT up 6% YoY (1.6% ex SBI) FY14 ESTIMATES: Expect earnings CAGR of 14% over FY12-14 ECONOMY: Growth should be the focus of RBI/government TOP PICKS: ICICI Bank / SBI, Maruti / Tata Motors, Wipro / Infosys, Coal India, UltraTech / JP, Lupi..

  • Sensex:16,022(-2.71%) Nifty: 4,806 (-2.78%) BSE MidCap: 6,489(-3.00%) BSE SmallCap: 8,176 (-3.43%) Top Gaining Sectors: Nil Top Losing Sectors: Metal, Consumer Durable, Capital Goods, Banking and Oil&Gas. Market Moves: Sixteen - Not so Sweet!!! Weak overnight US cues, tension in Korean peninsula and further worsening of debt crisis in Europe were villains of the day. Stocks were sold off as fe..

  • I am building a bullish case scenario in India inspite of all the turmoil in financial markets around the globe. European markets are further down 2% today, as I write now. I am pretty confidant that inspite of sensex and nifty having broken the 200 dma, there is a very strong case for being on the long side of the market now. I would avoid commodities for sure, but would strongly look t..

  • From my perspective as an analyst, the past week has been tedious because financial markets have been reacting to "headline risks” rather than the long term underlying fundamentals of the economy. Of course, financial markets are always pricing in new and unexpected risks, so this is nothing new. However, the intensity of the situation in Europe (i.e., Greece) and Washington (i.e., financial ..