ithought market wrap – 31/3/2012
The markets closed on March 31, 2011 with the Sensex @19445. It closed today @ 17404. The year saw a clear negative return of 10% on the Sensex. Investor sentiment was marked by a heightened [...]
Taming the gold rush.
The Government of India wants to tame gold. It is moving with full resolve to do so and the budgetary proposals are to be viewed in that light. Why is the Government wanting to tame gold? The [...]
Buy now for the next Bull Run.
Bull markets happen once in several years. The most recent one was in 2008. We have had a four year bear market play out. Investors have gradually lost faith in equity and preferred to place [...]
Under ownership of equity.
Quick Edit Investing in 2012 has gotten a lot tougher. Volatility has increased across asset classes. The rupee has weakened against the dollar. Interest rates aren’t going down anytime [...]
Budget Musings
Little was expected of this budget. Yet, this budget did not fail to disappoint the stock market. Budgets have long ceased to be sensational. ‘Dream’ budgets are no more doable. Even [...]
Will the budget deliver?
Quick Edit: It is budget time again. Over the years, budgets have become boring. There is nothing to look forward to. Reform expectations run low and subsidy fears loom large. Political populism [...]
Will the policy paralysis persist?- ithought market wrap
QUICK EDIT: Everyone knows the basics of finance. Spending must be in line with earnings. Aligning income and expense is important to maintain a state of credit-worthiness. The past three decades [...]