Random Readings
Random Readings:
- Inflation at 2-year high of 6.73%
- Private equity firms changing tack
- India unveils $5 billion initiative for infrastructure
- RBI move could dampen equity markets: JP Morgan
- Over 15% EPS cut for Hindalco in FY08: CLSA
- Brokers bullish on Cairn India, Satyam Comp
- Is it time for a Realty check?
- Brokers bullish on FAG Bearing, India Cement, Aegis Logistics
- IT alone can’t do much: Narayan Murthy
- I want my country to be self-sufficient: Tata
Additional Reports:
- Punj Lloyd – CSB
- Cement – MO
- Cement Outlook – Fitch
- India: History in making, but at what price? - MS
- India Strategy - A Trigger for lower valuations? – MS
- Indian Consumer Recipes (FMCG Midcaps) – CSB
- Transformer - IIL
- India's capital markets: Unlocking the door to future growth – DB
- Nagarjuna Construction – CSB
- Global shipbuilding: An overview
Parting Thought:
- "The market is always wrong, you need to use the information the market has to offer...do not look to the market for direction, rather for information." - Warren Buffett
Labels: Random Readings