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- Confessions of a Bull.
by AdvisorAnalyst
9 Mar 2010 at 9:29am
This article is a guest contribution from John Thomas, madhedgefundtrader.biz, via ZeroHedge.com Confessions of a Bull. Barton Biggs, founder of mega hedge fund Traxis Partners, spent an hour outlining his current investment strategy with me. Barton is a man of strong opinions, backed with intensive research, w...
India - Markets give thumbs up to Budget 2010
by AdvisorAnalyst
26 Feb 2010 at 3:27pm
Markets give thumbs up to Budget 2010 Courtesy of Equitymaster.com The Union Budget 2010 brought some cheers to the Indian markets, which had been reeling under fear for the past few days with respect to the government’s stimulus withdrawal. However, the Finance Minister did not tinker much with the stimulus bu...
Marc Faber: Face-to-Face
by Prieur du Plessis, Investment Postcards from Cape Town
25 Feb 2010 at 12:22am
Marc Faber, editor of the Gloom, Boom and Doom Report, sits down with Ben McLannahan, Asia Lex Writer of the Financial Times, to discuss a variety of pertinent economic and investment topics. In short, he suggests investors should make 2010 the year of “capital preservation”. Part 1: Warns of partial US debt d...
WSJ: India Joins China in Global Hunt for Commodities
by AdvisorAnalyst
25 Feb 2010 at 12:20am
This article is a guest contribution by TraderMark, of Fund My Mutual Fund Blog. A few weeks ago we noted the world’s largest coal producer, Coal India, was on the hunt for global assets to expand their reach. [Feb 12, 2010: WSJ - World's Largest Coal Producer Has $6 Billion in the Bank and is on [...]
Gold and Euro: A New Tango For 2010
by Dian L. Chu
21 Feb 2010 at 9:32pm
By Dian L. Chu, Economic Forecasts & Opinions The U.S. dollar rose, commodity prices dropped and stocks fell last Friday after the Federal Reserve unexpectedly lifted an emergency lending rate for the first time since the financial crisis. The dollar hit an eight-month high against a currency basket, while gol...
Gold Market Highlights
by US Global Investors
20 Feb 2010 at 8:25pm
Gold Market For the week, spot gold closed at $1,119.20 per ounce, up $25.82, or 2.36 percent. Gold equities, as measured by the XAU Gold & Silver Index (XAU) gained by 3.03 percent for the week. The U.S. Trade-Weighted Dollar Index (DXY) gained 0.41 percent. Strengths The World Gold Council said China was the...
Emerging Markets Highlights
by US Global Investors
20 Feb 2010 at 8:19pm
Emerging Markets Strengths Overseas worker remittance to The Philippines in December reached an all-time high of $1.57 billion, representing 11.4 percent growth year over year. Remittance reached $17.4 billion for all of 2009 and accounted for 10.8 percent of nominal GDP. South Korea’s power sales to industri...
IMF Gold Sales v. the Alchemy of Gold Futures – What’s the Impact on Gold Pri...
by AdvisorAnalyst
18 Feb 2010 at 7:23am
This article is a guest contribution by J.S. Kim, of SmartKnowledgeU™. The recently announced IMF sale of 191.3 tonnes of their gold reserves, though it caused an immediate sharp knee-jerk reaction in gold futures markets, will have a negligible effect on the long-term price of gold. Here’s why. In December, 2...
Emerging Markets Highlights (week ending 2/15/2010)
by US Global Investors
15 Feb 2010 at 10:35pm
Emerging Markets Highlights (week ending 2/15/2010) Strengths China’s passenger car sales continued to surge by 113 percent in January from a year earlier to 1.32 million units. While year-over-year growth may be affected by the low base one year earlier, January’s print represented a solid 20 percent increas...
Sovereign Risk and the Price of Oil
by Dian L. Chu
8 Feb 2010 at 9:09pm
European and U.S. stock markets have taken a hit recently as spooked investors from Shanghai to Sao Paolo were fleeing risky assets amid concern that the financial crisis in Portugal and Greece could spread through the euro zone with vast implications for the fate of the fragile global economic recovery. (Fig. ...
India Daily Wrap - EquityMaster.com

The Honest Truth by Ajit Dayal
The Honest Truth is authored by Ajit Dayal. Ajit is the co-founder of Equitymaster.com and Personalfn.com. He is also the Chairman of Quantum Advisors Private Limited, the sponsor of the Quantum Mutual Fund - India's first and only no-load Mutual Fund.
- What does it take to be a Tiger?
21 Dec 2009 at 7:00pm
So, what does it take to be a Tiger?
To excel at what you do.
To be a winner.... [Read More]
Nowhere to go?
15 Dec 2009 at 7:00pm
The traders and speculators are confused.
They don't quite know what to make of the millions of pages of data and news flow that is generated every...
Yes, I wish gold falls by -50%
1 Dec 2009 at 7:00pm
I wish gold falls by -50% to Rs 9,000 per 10 grams.
Now, don't get me wrong: I own some units of the Quantum Gold ETF (QGOLDHALF is the scrip code...
Shaken by the sheikhs
29 Nov 2009 at 7:00pm
The rabbit is a restless and nervous animal.
And investors, like frightened rabbits, went scurrying to safer haven on news that Nakheel, a real es...
The silent killers
25 Nov 2009 at 7:00pm
There are various ways to harm nations and their people.
One can send terrorists across the border by land, as many in Kashmir have discovered.
On...

The 5 Minute Wrapup from Equitymaster
The 5 Minute Wrapup is a free daily newsletter, sent out every day in the evening, before the end of your work day. As a subscriber, you will benefit from: One, a logical and objective view on both important and interesting developments around the world, and, Two, the possible implications of such developments on the investment scenario surrounding a particular stock, or sector or even the economy. This newsletter is all about "views" and more so about making smarter investment decisions based on these views.
- 'China is pass�, invest here', says leading fund house
10 Mar 2010 at 7:00pm
In this issue: Living in Mumbai not as expensive as in global cities Where is China's growth headed? US deficit in 2010 will hit an all time high I...
The Best Investment In Uncertain Times
9 Mar 2010 at 7:00pm
In this issue: Retail participation missing in India growth story China committed towards US Treasuries India corners a fifth of PE investments De...
The FIIs are splurging again. Should you?
8 Mar 2010 at 7:00pm
In this issue: It's been exactly a year since March 9, 2009 Western CEOs can learn from their Indian peers China could let the Yuan appreciate Infl...
This is why the rally may be unsustainable
7 Mar 2010 at 7:00pm
In this issue: No V-shaped recovery in sight India Inc brace up for bonuses to promising employees Look who's keen to start a bank in India Valuabl...
10% growth in 'Zombieland'?
5 Mar 2010 at 7:00pm
In this issue: Europe weighs the prospect of not helping Greece Wages set to rise the fastest in India India rises to the top ten in the world for...

FT.com - India, Companies
FT.com - India, Companies
- Bosch locks out staff amid India unrest
11 Mar 2010 at 5:57pm
The German car parts supplier shuts out 700 workers at its plant outside Bangalore as tensions soar in a long-running pay dispute
AstraZeneca ties up with Indian drugmaker
11 Mar 2010 at 6:56pm
The alliance with Torrent Pharmaceuticals is the first step in the Anglo-Swedish pharmaceutical group's plans to rapidly expand sales of generic drugs
Putin in New Delhi arms sale talks
11 Mar 2010 at 6:28pm
For the past six decades Moscow has supplied the bulk of New Delhi's military hardware, from submarines to Sukoi jets, but Russia faces stiff competition
India's ONGC and Russia in energy pact talks
11 Mar 2010 at 2:48pm
India's Oil and Natural Gas Corp is in talks with Gazprom and Rosneft over taking equity stakes in oil and gas projects to help cement an energy partnership
Intelenet looks to UK for growth
9 Mar 2010 at 2:10pm
Intelenet Global Services, one of India's largest business process outsourcing companies, has acquired the back-office operations of FirstGroup, the UK transport company
TCS outlines its Asian ambitions
9 Mar 2010 at 4:58am
Tata Consultancy Services, India's leading IT and outsourcing group, hopes to quadruple its market share in Asia outside India within five to seven years, according to its top executive for the region
Satyam case tests foreign investors' rights
8 Mar 2010 at 7:52pm
A legal case brought in New York against the outsourcing company will show how far overseas shareholders in Indian companies are able to seek damages through class-action lawsuits
Essar to buy Trinity for up to $600m
4 Mar 2010 at 5:24pm
The Indian conglomerate agrees to buy Trinity Coal for $550m-$600m in a deal signalling the return of the country's industrial groups to the global acquisition trail
Reliance keeps cool amid 'hyper-competition'
1 Mar 2010 at 9:00pm
Syed Safawi, the head of the wireless division at Reliance Communications, says it is a fact of life that Indian telecoms subscribers now constantly switch between...
India's government should try harder
28 Feb 2010 at 2:51pm
India has now reached the point in its development when what is needed is persistent improvement across a wide front. This is not a sprint, but a marathon. The budget represents a small step in this race
ETFTrends.com - India ETFs
ETF Trends » India
Keeping a grip on exchange traded funds (ETFs)
- India ETFs: The World’s Next Superpower?
by Tom Lydon
2 Mar 2010 at 5:00pm
India’s exchange traded funds (ETFs) may be the hot talk of the future. The world’s second most populous country is not only reaping the rewards of its rapidly expanding economy, but it could very well be on track to upstage the United States – and sooner than you might think. India is expected ...
India ETF: What It Needs to Sustain Momentum
by Tom Lydon
12 Feb 2010 at 2:00pm
As though you couldn’t tell from the performance of its exchange traded funds (ETFs), India is already one of the world’s fastest growing emerging economies. That makes a report that the country’s economic potential is at six-year highs is just the icing on the cake. India’s Prime Minister Manmoh...
India ETFs: How Consumers Are Driving Growth
by Tom Lydon
8 Feb 2010 at 6:00pm
It’s often been said that in the United States, consumer spending accounts for two-thirds of economic growth. But we’re not alone – consumer spending is driving India’s exchange traded funds (ETFs) along the path to prosperity. At one-quarter of the total population, India boasts an impressively ...
Why the IMF Is Bullish on India’s ETFs
by Tom Lydon
29 Jan 2010 at 2:00pm
India has all eyes in its burgeoning economy, and the International Monetary Fund (IMF) is no exception. The fund is feeling bullish on this emerging market’s prospects and its exchange traded funds (ETFs). Economic Times reports that the IMF has forecast 7.8% growth for India’s economy in 2011, ...
6 Reasons to Watch India’s ETFs
by Tom Lydon
11 Jan 2010 at 3:00pm
If there was any doubt as to whether India’s economy and exchange traded funds (ETFs) could sustain the growth of the last year, the early signs are promising. Most notably, exports and auto sales are skyrocketing. India’s exports rose for the second straight month in December, with the trend li...
India ETFs: 4 Reasons to Take a Look
by Tom Lydon
4 Jan 2010 at 3:00pm
After a year of solid growth, India’s exchange traded funds (ETFs) appear poised to continue giving investors opportunities after a spate of positive reports from several sectors. Despite the rising input costs, manufacturing activity in India was up in December by new order flows. The seasonall...
The 8 Best ETFs of 2009
by Tom Lydon
31 Dec 2009 at 5:46pm
The year began with a free-falling market, but once we hit March, the markets made a fast about-face. Commodities and emerging markets lead the markets in the 2009, and it’s no surprise that their related exchange traded funds (ETFs) experienced some of the most gains. Which ETFs made the 2009 le...
Accord With Japan May Stir India ETF Growth
by Tom Lydon
30 Dec 2009 at 3:00pm
India’s economy and related exchange traded funds (ETFs) see some solid growth, but the agricultural sector isn’t as fortunate. Also, trade talks with Japan may set up a potentially lucrative partnership in the years to come. C Rangarajan, the Prime Minister’s Economic Advisory Committee chairman...
Goldman Sachs Readies Its ETF Game Face
by Tom Lydon
29 Dec 2009 at 4:00am
The exchange traded fund (ETF) industry is attracting a lot of attention in the investment world, and another financial behemoth has taken notice of the potential revenue stream in the ETF money-management business. Goldman Sachs Group Inc. (NYSE: GS) has filed an application with the Securities ...
ETFs Propped Up By Gains in the Auto Industry
by Tom Lydon
12 Dec 2009 at 4:00pm
The collapse of the global economy proved to be a devastating blow to the automobile industry. Nevertheless, the auto industry persevered, and the increases in auto sales may soon stimulate other markets and exchange traded funds (ETFs). General Motors’ sale of a 1% stake in its main venture in C...