tag:blogger.com,1999:blog-7449314052966421322012-02-16T21:10:36.785+05:30This blog will provide business news and analysis, anything related to business & stocks.India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.comBlogger241100tag:blogger.com,1999:blog-744931405296642132.post-79318445188249082812008-05-11T17:02:00.001+05:302008-05-11T17:05:20.274+05:30

This blog has been moved to http://deveshkayal.wordpress.com/RegardsDevesh Kayal

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-50737721571804064432008-02-25T20:25:00.003+05:302008-02-26T12:39:53.780+05:30

Samir Arora,Helios CapitalInsurance,broking, banking,media,defence and asset management companies. He likes to invest in companies which are competing with the government or operating in areas previously reserved only for state-run companies. There are two reasons for this: The first is that government-run sectors are usually poorly serviced, and hence there is a pent-up demand; the second is

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com3tag:blogger.com,1999:blog-744931405296642132.post-1639436634359549692007-12-23T15:21:00.000+05:302007-12-23T15:37:01.583+05:30

On IT companies…India imports a lot of oil, $61 billion of it to be precise. This adds majorly to our current account deficit. However, with all the gas being found on the coast and since gas and oil are fungible, gas usage is set to rise. This would help save on subsidies and lead to the imports coming down, as a result of which, the current account deficit will come down and the rupee

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com4tag:blogger.com,1999:blog-744931405296642132.post-11319379788283409112007-12-17T10:33:00.000+05:302007-12-17T11:11:43.400+05:30

These are the investments made by Citigroup Venture Capital International in listed and unlisted entities. Stakes are as on 30th September,2007 and press releases.Spentex Industries - 26.94% stake for Rs.81crsKS Oils - 11.98% stakeCenturion Bank of Punjab - 2.63%Himadri Chemicals - 14.23%Jindal Drilling & Industries Ltd - 10.5% stake for Rs.154 crsShiv-vani Oil and Gas Exploration - 7% stake for

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-52305295412580023592007-12-11T21:10:00.000+05:302007-12-17T22:48:10.423+05:30

I am posting some links/articles which will help one to build a portfolio. Here goes :Diversification and the Circle of CompetenceHow to (Actually) Invest Like Warren Buffett… and Charlie MungerAn Investment FrameworkSimplicity and Focusing on the Big PictureHolding CashCharlie Munger's Investing Principles Checklist

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-54099778132807512462007-12-03T14:52:00.000+05:302007-12-18T23:38:40.871+05:30

Chirag SetalvadSenior Fund Manager, HDFC MFHe is a bottom-up stock picker. Meeting the company management before he invests in a new company is a must for him. Further, Setalvad also insists on meeting junior-level people and people surrounding the business. "Typically, a junior-level employee will give you a more honest opinion of the company; leaders give visionary thoughts," he says.

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-38868897017094343152007-09-27T22:33:00.000+05:302007-09-27T22:34:53.696+05:30

The four emerging economies including India projected to outshine the rich nations over the next few decades are outdoing the projections made in the BRIC report, said Economist Roopa Purushothaman, who co-authored the report. "The growth that has come out of the four countries -- Brazil, Russia, India and China (BRIC) -- over the last few years has been higher than what was projected. They are

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-12194497340229567582007-09-10T18:56:00.000+05:302007-09-10T18:59:52.646+05:30

If all goes well (read if the government does not mess up things any more than it already has and we have status quo on the geo-political front in the sub-continent) the Indian economy should be able to record double-digit growth much sooner than anticipated. The driving force will come, not from improved performance in agriculture or continued strength in the manufacturing and services sectors,

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-27906717938701850722007-09-03T11:20:00.000+05:302007-09-03T11:21:53.450+05:30

STRENGTHS:- Locational Advantage- Availability of technically qualified professionals, engineers and architects- Skilled low cost labourWEAKNESSES:- Low designing capabilities- Supporting infrastructure at nascent stage of development.OPPURTUNITIES:- Ageing global fleet and technological advancement creating replacement demand- Policy rush on domestic infrastructure development- Global

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-86916483802526316472007-08-26T09:29:00.000+05:302007-08-26T10:00:10.315+05:30

Suvarna,a frail,49-year old, grocery vendor in the village of Junnar in Maharashtra's Pune district is spoilt for choice in borrowing money, and the local moneylender is at the bottom of the pile in options.She is being offered Rs.15000 at a seemingly still steep, but less usurious, interest rate of 24% by the likes of SKS Microfinance and Share Microfin.So far, Seven banks have managed to tap

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-14659769445922355672007-08-18T15:53:00.000+05:302008-01-29T15:58:30.927+05:30

RARE Enterprise - RAkesh Jhunjunwala & REkha JhunjhunwalaENAM Securities - Nemish Shah & Manek BhansaliEss Dee Aluminuim - Sudip DuttaZicom Electronic Systems - The company was initially named ZeeCom since in those days Zee TV was very popular but later changed to Zicom since it resembled Zee.Dabur - Back in 1884, when physician SK Burman started a firm to sell ayurvedic medicines, he named it

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-22098906914645203212007-08-06T21:10:00.000+05:302007-08-06T21:20:51.157+05:30

John C. Bogle writes in the book, "Bogle on Mutual Funds - New Perspectives for the Intelligent Investor" on how to invest in a mutual fund.Here are five points to keep in mind:1)The immediate past performance of the mutual fund.In most cases, a fund should prove its merit over a period of at least five to ten years.” Chances are that a fund which has performed well for this period of time has

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-73009249849493572007-07-30T12:19:00.000+05:302007-07-30T12:25:09.857+05:30

Mukesh Ambani owns 168 imported cars.Anil Ambani lost 37 kg after a shareholder raised questions about his health.Deepak Parekh takes 9 steps backwards if a black cat crosses his path.Praful Patel owns 20 luxury & vintage cars.Jignesh Shah started FTIL with a capital of Rs.5 lakh by mortgaging his house.Didnt take a holiday for 10 years after starting FTIL.Rakesh Jhunjunwala has watched 25 films

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-81641589143087987812007-07-27T12:17:00.000+05:302007-07-28T17:00:04.815+05:30

Future Capital Holdings chief economist Roopa Purushothaman and her team’s recent research shows urban and rural India are too intertwined to be treated as two different worlds and when India does well, so does Bharat. “The question has been doing the rounds in corporate boardrooms and government. There are many in policy circles who believe urban and rural are two different economies and they

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com3tag:blogger.com,1999:blog-744931405296642132.post-24216627372864788022007-07-01T10:06:00.000+05:302007-07-01T10:12:51.029+05:30

Historically, MNCs have had high profit margins arising from quasi-monopolies in technology and finance, and political influence translating into protectionism. In the US, trade unions fought for a bigger share of the surpluses, and obtained the highest wages in the world. In effect, MNCs and the trade unions shared monopoly profits garnered at consumer expense.Wal-Mart has defied this model. Far

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-89956408831267913642007-06-10T20:15:00.000+05:302007-06-10T20:23:11.777+05:30

It is tough to make predictions, especially about the future - Yogi Berra One of the professional hazards of being a business journalist is trying to answer the question, “Where do you think the market is going?” My answer to this question always is: “If I knew, I wouldn’t be a journalist.” But, everyone is not as lucky. Some of us have to try and answer this question day in and day out - among

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com2tag:blogger.com,1999:blog-744931405296642132.post-39799874371368833232007-05-30T11:01:00.000+05:302007-05-30T11:17:47.991+05:30

“You got a temper. I like that,” he winked. “I get where you’re coming from, Changez. You’re hungry, and that’s a good thing in my book.”I did not know how to react. But I was impressed with Jim; he had after all seen through me in a few minutes…I could understand why he could be effective at valuations….and why by extension his firm had come to be highly regarded. -From Mohsin Hamid’s The

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-48377618288572166072007-05-27T22:34:00.000+05:302007-05-27T22:53:56.661+05:30

Current inflation has eroded the value of the rupee — it buys fewer goods, fewer services and less of everything. Yet as things stand today, the rupee fetches more dollar: nearly 13 per cent more than it did just 10 weeks ago. How did this happen?Since the inflation rate in India is relatively higher than in many other countries that we trade with, the rupee should have depreciated against other

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-52670981551177786012007-05-19T22:25:00.000+05:302007-05-19T22:43:01.291+05:30

Sanjeev Prasad, Head (Research- Institutional Equities)Research House : Kotak SecuritiesSectors : Media,oil and gas,telecom,chemicalsBest Picks: HT Media & Gujarat State PetronetShirish Rane, PartnerResearch House: SSKI SecuritiesSectors: Cement,power,construction and Real EstateBest Picks: GMR Infrastructure,Unitech and Jaiprakash AssociatesJesal Shah, VP (Equity Research)Research House: JP

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-90975384705541960752007-05-09T15:12:00.000+05:302008-12-10T09:22:35.093+05:30

Perched atop a hill,and looking over the Walvan Dam,Rare Villa,Jhunjunwala's house in Lonavala,seems completely cut off from civilisation.Only about a year old,the villa is an architectural gem,with terraces and viewing decks overlooking the river and dam. Plot Area : 1.75 acresBuilt-up Area : 16000 sq.ftNo. of Bedrooms : 7Interior Designer : Nitin Khilawala Photo Courtesy: Business Today issue

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-46718790174624748022007-05-01T14:22:00.000+05:302007-05-01T14:25:46.114+05:30

Shivanand Mankekar who holds about 4% stake in PRIL."We didn't do any of the typical things expected from finance professors,i.e.analyse the balance sheet or meet the management. The simple reason for this was that the Big Bazaar outlet spoke much more,it screamed out that there was a guy who really understood retailing the Indian way. ""On returning back to Bombay, when we met KB, in our first

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-45228994844355350632007-03-30T19:07:00.000+05:302007-03-30T19:29:41.523+05:30

Sam Walton reportedly followed a set of rules to which he has credited his sucess.What are his 10 rules? Sam Walton credited his "10 Rules" as the secret behind his success in business and in life. Here is the list:Rule #1 : COMMIT to achieving success and always be passionate.Rule #2 : SHARE your success with those who have helped you.Rule #3 : MOTIVATE yourself and others to achieve your

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com1tag:blogger.com,1999:blog-744931405296642132.post-8598161419761695982007-03-18T17:02:00.000+05:302007-03-18T17:18:09.857+05:30

Kaun Banega President? How about a bona fide crore-pati? I'm serious. N R Narayana Murthy is the right man for the country's top job. He has the time (after retiring from Infosys); the right profile (it may not be as photogenic as Amitabh Bachchan's) and has an even better left one (man of the masses and all that). His credentials can't be questioned. The rest of the world has heard of him and

India Business and Stockshttp://www.blogger.com/profile/00101182187049836630noreply@blogger.com2tag:blogger.com,1999:blog-744931405296642132.post-64877957120476885292007-02-26T10:57:00.000+05:302007-02-26T12:26:43.135+05:30

The conservative estimate of his PE investments would be Rs 300cr says ace investor Rakesh Jhunjunwala.A2Z ENGGCONCORD BIOTECHCARE HOSPITALSDHARTI DREDGINGKLT AUTOMANISH PHARMAPEGASUS ASSET RECONSTRUCTIONTOPS SECURITY (16% stake for undisclosed sum)JOHN ENERGY (30% stake for Rs 50 crore)JBCN MANAGEMENT CONSULTANCYNANDAN BIOMATRIXHUNGAMA MOBILEINVENTURUSLeCONCIERGESource: Economic Times

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