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After scary-sell off, emerging market investors find some places to hide

Jan 27, 2014

After scary-sell off, emerging market investors find some places to hide

After a scary sell-off in emerging markets in the past week, investors who specialize in the sector are looking for places to hide while also looking for opportunities to benefit. #HowThisWorks #India #China #Stock market #Emerging markets #TheContrarianView #Short bets
RBI policy Why there's high probability of more rate cuts

May 03, 2013

RBI policy Why there's high probability of more rate cuts

RBI is clearly keeping market expectations low on further policy actions but going by its estimates for growth, inflation and monetary aggregates, there is high probability of more rate cuts going forward. #Economy #RBI #Monetary policy #Rate Cuts #Stock Markets #TheContrarianView
Partial decontrol Why investors should not be cheering oil stocks yet

Jan 17, 2013

Partial decontrol Why investors should not be cheering oil stocks yet

Analysts have warned that investors may be over-estimating the benefits of a diesel price hike as the action is expected to face stiff political opposition, especially as India faces a series of state elections in 2013. #ONGC #oil stocks #Diesel Price HIke #TheContrarianView

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Will the rope trick effect on markets last long?

Oct 06, 2012

Will the rope trick effect on markets last long?

The Indian investor, who is taking money out of the markets, is looking at the rope trick announcements with skeptical eyes and he or she is not going to rush to the markets in a hurry unless there is a perceived change on the ground. #Sensex #investors #TheContrarianView