An infra-focussed portfolio requires careful assessment of news and its impact on balance sheets.
Individuals following this approach need to be more disciplined, optimistic and need some serious luck.
The averaging down strategy works best, especially in a choppy market.
At 23 price-to-earning, the tech story is no longer compelling.
A combination of quantitative and fundamental models can give higher returns with lower risks.
If there is a boom in 2010-11, it cannot happen without the financial sector's participation.
Invest moderately in equities, and be ready to average down if market falls.
It offers a lot of opportunities, especially in the commodities market.
Removing the administered price mechanism for oil could see valuations of PSUs jump, writes Devangshu Datta.
Promoters are likely to price them cautiously, thereby leaving value on the table for the primary investor.
While the focus on infrastructure means more business for PSU banks, the lack of risk-assessment capability is a major issue.
If the Budget is status quo, the market will not fall much and the rewards for going long would be high.
If the Budget is status quo, the market will not fall much and the rewards for going long would be high.
If the Chinese government has its way, the sexual proclivities of the grandchildren of the revolution will be remoulded. As of July 1, every personal computer sold in the PRC must ship with pre-installed censorship software called "Green Dam Youth Escort".
Investors cannot follow a buy-and-hold strategy, but there can be short-term gains.
In the digital age, the art of searching has become an entirely separate domain of knowledge. It is only in the past 15 years that search has become location-independent. It is the biggest entirely new business opportunity spawned by the Web.
Though power reforms are the most important item on the government's agenda, it often leads to face-offs between the Centre and states.
Though the market has gained 30 per cent in one month, don't get carried away and bet your shirt on further short-term gains.
After the collateral debt obligations crisis, all the other 'quants' have been lumped together as fast dancers who do amoral complex things. This is an understandable perception, but unfair.
The worst of recession could coincide with the run-up to the elections.