FOURSTOCKS BLOG

 

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Recs 1

A conference on Indian pension reform

IIEF Pension Policy and Business Conference, 2009. Read more »

posted by AJAY SHAH on Saturday, October 31st, 2009
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Recs 13

Recent RBI moves in financial reform

I have an article in Financial Express today where I try to interpret recent RBI announcements in financial reforms.  Read original post here. Central banking, not central planningFinancial Express, 30 October 2009The recent speech by the RBI governor has some useful ingredients in financial reform. Th...Read more »

posted by AJAY SHAH on Friday, October 30th, 2009
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Recs 5

Looking back at Indira Gandhi

Writing in Indian Express, Pratap Bhanu Mehta looks back at Indira Gandhi. He offers five lessons for today's Congress:  •    Leaders are more effective when they work through institutions rather than attempting to subvert them. •    Sound economic policies are n...Read more »

posted by AJAY SHAH on Friday, October 30th, 2009
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Recs 3

Regulation vs. micro-management

Writing in Business Standard, Somasekhar Sundaresan reminds us that SEBI has greater powers than US SEC. I'm curious: Does the US SEC have the power (if it should so decide) to control what time trading should start and stop at all exchanges? Read original post here. Read more »

posted by AJAY SHAH on Monday, October 26th, 2009
Comments (0) | Recommendations (3)


Recs 5

How evil is insider trading?

I have long been a skeptic about State action against insider trading, which is believed to be widely prevalent in India. Writing in the Wall Street Journal yesterday, Donald J. Boudreaux has a nice scheme which can replace the existing policy framework. Read original post here. Read more »

posted by AJAY SHAH on Sunday, October 25th, 2009
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Recs 9

Carol Info Services: Attractive valuations

Business Outlook: The primary activities of CAROL INFO SERVICES are contract manufacturing and renting of immovable property. The Company provides contract manufacturing services for nutraceutical and milk-based products. Contract manufacturing in India is growing rapidly catering to both domestic and internatio...Read more »

posted by ATUL GUPTA on Sunday, October 25th, 2009
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Recs 5

Confidence Petroleum- good play in LNG, CNG

Confidence Petroleum has emerged a key vendor for marketing operations of oil and gas players. Focussing on its key clientele the company is expanding its bouquet of offerings and is adding capacities. Considering the interesting opportunities lying ahead for this little known company, it appears attractive for the l...Read more »

posted by ATUL GUPTA on Thursday, October 22nd, 2009
Comments (1) | Recommendations (5)


Recs 5

New thinking on financial stability

I have an article in Financial Express today, where I discuss RBI's take on financial stability, which sums up to the rejection of all recent thinking in India on monetary and financial reform, in the light of recent thinking on this subject at the US Fed and the ECB.Read original post here. The new question of ...Read more »

posted by AJAY SHAH on Tuesday, October 20th, 2009
Comments (0) | Recommendations (5)


Recs 5

It's time to buy Telecom Sector

Telecom sector has now corrected itself within the last few trading sessions. Different equities like Bharti Air tel, Idea, MTNL,TTML will now start its upward journey without waiting for any up and down news from the economy. The volume traded, and delivery lots corrobarates this claim. These stocks mostly found its...Read more »

posted by bphota on Monday, October 19th, 2009
Comments (7) | Recommendations (5)


Recs 11

A Market Entry Exit Strategy

 A statistically informed look at Nifty valuation levels  Market Entry Exit Signals? The CNX Nifty is today trading at a PE of 22.55. Many senior investors I speak to, have started getting cautious. They are cutting their exposures and not making fresh entries. While there may still be some stock-spec...Read more »

posted by DONALD FRANCIS on Monday, October 12th, 2009
Comments (5) | Recommendations (11)

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