Given it is in a completely different business, it's a question if Vedanta can seamlessly implement the optimal strategy for Cairn
Very few investors give a serious thought to the underlying issues involved in an investing style and if it fits their personal risk-profile.
People can afford to buy more food. So, the demand is up and so are prices.
The diktat that all listed companies must have 25 per cent public shareholdings will cause tectonic shifts in the structure of India's stockmarkets over the next few years. There have been very few policy changes to compare with this in terms of long-term impact.
In the short run, ONGC and OIL should both reap a bonanza given the government hike.
Sharpe and Treynor ratios are important. However, there is no guarantee that future performance will resemble the past.
Even in an idealised case, where two people make exactly the same decisions buying and selling the same stock on the same day, very different returns can result.
The IMD dispelled fears by forecasting a normal monsoon for June-September. Rainfall is expected to be 98 per cent of the long period average, significantly higher compared to last year's 77 per cent LPA.
An infra-focussed portfolio requires careful assessment of news and its impact on balance sheets.
Monetary policy measures give temporary respite to rate-sensitive companies.
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.
The steel sector's fortunes are very closely linked with growth in the economy and industrial activities in the country. The consumption of steel in India and globally has been growing over decades except for a few years of economic slowdown.
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.
