Browsing All Posts filed under »GyaaNomics Analysis«

This Opportunity might not last toooo loooong…

March 19, 2011 by


As always, one realizes an opportunity when its already recorded in history. By that time its toooooo lateee.  Don’t make that happen this time!! The following statement from GMO’s December 2010 letter very much fits in context of current situation. “Over this time, we have witnessed some quite remarkable, and quite appalling, things – the […]

Is Market Over Reacting to Recent Events?

February 22, 2011 by


The fall of KSE Price Index on 20th Feb has given birth to opportunities to grab quality companies at descent prices. The current correction (of more than 2.5%) is the first major fall occurring in year 2011 and  first in over 8 month. Adding further stats, this is 27th time since Jan 2005 that the […]

Planning to build portfolio? Check out Sharekhan’s 33 picks, and the 10 we picked from them

February 15, 2011 by


Sharekhan has come out with a report “Value Guide”. The research firm has stated their view on markets and stocks. Volatility gets an extension: It has been a sombre beginning for this equity market this year. The benchmark index registered a double-digit decline over the past one month even as the equities markets rallied globally. […]

MENA Region’s Oilfield Services –

February 14, 2011 by


Written by Nawaf Marafi, Ali Rampurwala and Rajiv Bishnoi from Kuwait Financial Centre “Markaz” In our view, 2011 and the near-future, represent exciting times for the oilfield services (OFS) segment, both globally as well as in the Middle East & North Africa (MENA) region. As a result of the changing stance of National Oil Companies […]

ADAG Pack Takes a Severe Beating

February 9, 2011 by


RCOM is understandably taking a beating as a result of TRAI recommendations of new prices for 2G Spectrum. The excess 2G spectrum will cost the company Rs. 700mn. The rest of the pack is Reliance Broadcast Network, Reliance Infrastrucutre Ltd, Reliance Power, etc are also taking a significant beating. I am losing my shirt on […]

>25 Indian Stocks to Consider (on a low P/B basis) – as of 7th Feb, 2010

February 7, 2011 by


> The list provided above has been shortlisted from the more than 1000 stocks that are currently trading at a P/B ratio below 1. Furthermore, the list has been limited to stocks with a market capitalization greater than 500cr (approx. $100m). An additional filter considered to come up with this shortlist is the number of […]

Potential Indian Multibaggers – as of 3rd Feb

February 3, 2011 by


Invest at your own risk. Happy Investing !!