People can afford to buy more food. So, the demand is up and so are prices.
Whether that happens or not remains to be seen, but any case of negativity on oil should be the last till oil starts shock news.
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.
Stock markets and entrepreneurism are linked and private equity is about taking the start-up to the IPO stage.
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.
Performance cycles indicate that hedging could be an opportunity and not just an imperfect risk management technique.
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.