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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
Why bullishness on Indian real estate is misplaced

Dec 04, 2012

Why bullishness on Indian real estate is misplaced

Here are some reasons why the housing sector, be it home financing or the residential market, will not grow at the ambitious targets set by several experts. Unless the builder or the investor is willing to take a cut on his profits, the housing market in India is not going to grow. #Icra #housing finance #CREDAI #Realtors #TheContrarianView
Wal-Mart in India, GMR in Maldives: A study in contrast?

Dec 04, 2012

Wal-Mart in India, GMR in Maldives: A study in contrast?

Would it not be better for GMR also to introspect on its own business practices, just like Wal-Mart is doing? #Wal-Mart #GMR #TheContrarianView
Dear realtors, 'online brand managers' are not the answer

Nov 28, 2012

Dear realtors, 'online brand managers' are not the answer

It would be interesting to see how these reputation managers can deal with online complaints as the home buyers are likely to see it as a mere PR exercise that seeks to divert attention from the core issue. #real estate regulator #builders #TheContrarianView #brand managers
Pantaloon share is no goldmine: note the FDI fineprint

Oct 01, 2012

Pantaloon share is no goldmine: note the FDI fineprint

The ifs and buts on FDI in retail are too many to assume that shares in companies like Pantaloons have nowhere to go but up. Not quite #Pantaloons #Future Group #FDI in retail #TheContrarianView #The Contrarian
United Spirits can fall 65% if Diageo deal fails: Macquarie

Sep 28, 2012

United Spirits can fall 65% if Diageo deal fails: Macquarie

After jumping on the stock exchanges for the last week, shares of Vijay Mallya's liqour company United Spirits were down in a bullish market today as brokerage Macquarie pointed out that the stock price ignores the risk of the deal not falling through. #Kingfisher Airlines #Vijay Mallya #Diageo #United Spirits #TheContrarianView