Search found 449 matches

by Vamsee
03 Jun 2015 20:39
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

Re Vamsee With the crash of the market, do you think any interesting opportunities are emerging in specific shares, which you may have been following? Yes. In fact I do not have money to invest & I am already 100% invested in equities :-( The unsustainable bubble in very high quality companies ...
by Vamsee
31 May 2015 20:06
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

Government contains fiscal deficit to 3.99% of GDP in FY15 to Rs 5.01 lakh crore :twisted: :twisted: :twisted: Beating its own financial target, the government has contained the fiscal deficit at 3.99 per cent of GDP in 2014-15 to Rs 5.01 lakh crore. Fiscal deficit, gap between government's expendi...
by Vamsee
20 May 2015 03:07
Forum: Technology & Economic Forum
Topic: Perspectives on the global economic changes
Replies: 4310
Views: 356893

Re: Perspectives on the global economic changes

panduranghari ji,

you may find this interesting :)
====================
Govt hits reset button on gold with monetization scheme
by Vamsee
08 May 2015 20:36
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

Gurus, will a long term government bond be a good option for pension? If we go by history, Bonds/FDs will help you keep up with the inflation. So If you are not looking for increase in purchasing power & want (expensive) comfort of certainty, Govt Bonds are a good option RBI is simplifying the ...
by Vamsee
08 May 2015 20:25
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

archan wrote:Its down low right now.


Down = buying time :D
(I wrote on 28th Apr that things are looking good for buying). I am 100% invested and there is not fresh money to invest. Otherwise I would have invested during this pullback :((
by Vamsee
08 May 2015 20:25
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

Gyan ji, The reason I wrote that is because it is a big mistake to copy famous investor's portfolio without thinking about his situation vs ours. Even if his new picks are wiped out, it will be less than 1% loss for RJ which he can recover in few days. If we put most of our money in that, it will ta...
by Vamsee
04 May 2015 22:39
Forum: Technology & Economic Forum
Topic: India's Power Sector
Replies: 1643
Views: 295342

Re: India's Power Sector

^^^ Part of it may be because of our inability to acquire new lands for projects. So we want to optimize already existing lands & build maximum capacity in those lands. Not a problem as long as transmission losses are minimized. We have high population density anyway to absorb large amounts of p...
by Vamsee
04 May 2015 06:53
Forum: Technology & Economic Forum
Topic: India's Power Sector
Replies: 1643
Views: 295342

Re: India's Power Sector

NTPC to build India’s biggest power plant in joint venture with Jharkhand state utility :twisted: State-owned power generator NTPC will build India's biggest power plant with an annual generation capacity of 6,400 megawatt (Mw)in a joint venture with Jharkhand state utility, an example of a big tic...
by Vamsee
01 May 2015 23:25
Forum: Technology & Economic Forum
Topic: Indian Roads Thread
Replies: 3068
Views: 368408

Re: Indian Roads Thread

Government to award 10,000 km of national highways this year ========= Not sure if this is linked here or not. But what caught my eye is the below quote "A target of award of 10,000 kms and completion of 10,950 kms of national highways has been fixed by Ministry of Road Transport and Highways ...
by Vamsee
01 May 2015 23:10
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

Heard somewhere that Sonia has decided not to allow any reform to happen & they will oppose GST and ask for it to be referred to select committee. Bad news if it happens. Quite literally so much energy went into hammering out consensus on GST that at this point going back is not a good idea. Mod...
by Vamsee
01 May 2015 23:04
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

Can somebody track as to what are "New" Investments of Motilal Oswal and Jhunjunwala, so that we can do copycat. Wrong approach. Most of RJ's wealth was made in Titan, Crisil & Lupin. Things like spicejet or A-Z engg are less than 1% of his portfolio. If people buy them because they a...
by Vamsee
01 May 2015 23:00
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

vayu tuvan wrote:
Vamsee wrote:"The best time to invest is when there is blood on the streets"

I hope people have taken advantage of recent 10% fall in the markets. Mid caps fell even more :wink:

Boss, India or US?


India
by Vamsee
30 Apr 2015 21:30
Forum: Strategic Issues & International Relations Forum
Topic: Sunni Terrorist Fragments of Unstable Pakistan - Apr 22 2015
Replies: 2846
Views: 144891

Re: Sunni Terrorist Fragments of Unstable Pakistan - Apr 22

#Pak Foreign office Spokesperson #TasnimAslam warns #India of rehabilitation of #KashmiriPandits

==============

India should give an "appropriate" Jhapad/response to these buggers
by Vamsee
29 Apr 2015 02:17
Forum: Technology & Economic Forum
Topic: India's Power Sector
Replies: 1643
Views: 295342

Re: India's Power Sector

Suraj garu, Heard in the morning on CNBC that they may be keeping the powder dry to bid for for future "plug-and-play" UMPPs that AJ has announced in his budget. I wouldn't blame them for giving up on this. 5+ years wait for land in insane. This is where LAB becomes crucial. Now it looks l...
by Vamsee
29 Apr 2015 02:02
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

"The best time to invest is when there is blood on the streets"

I hope people have taken advantage of recent 10% fall in the markets. Mid caps fell even more :wink:
by Vamsee
23 Mar 2015 21:56
Forum: Strategic Issues & International Relations Forum
Topic: Sunni Terrorist Fragments of Unstable Pakistan - 1 Feb 2015
Replies: 2849
Views: 153915

Re: Sunni Terrorist Fragments of Unstable Pakistan - 1 Feb 2

Interesting set of tweets by Gen VK Singh after attending pak-day celebrations

Image
by Vamsee
21 Mar 2015 20:44
Forum: Technology & Economic Forum
Topic: Perspectives on the global economic changes
Replies: 4310
Views: 356893

Re: Perspectives on the global economic changes

UB ji, Everything depends on 1) What we assume will happen 2) It actually happening. One can always come up with even greater dooms day scenario to make any amount of preparation look inadequate. We can always imagine the yellow stone super volcano exploding or gamma ray bursts from space making gol...
by Vamsee
20 Mar 2015 21:23
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

dhoti shiver time begins.. Why saar? The best time to buy stocks is when there is blood on the streets. Unless you urgently need money in next few months, (in which case that money should never be in stock markets in the first place!!!) we should be rejoicing when market falls. Falling markets are ...
by Vamsee
05 Mar 2015 02:21
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

"Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas."

~ Paul Samuelson

:)
by Vamsee
04 Mar 2015 08:08
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

Surprise Repo rate cut by 25 basis points.
This is the second time an out of turn rate cut was given by RBI Gov.
by Vamsee
01 Mar 2015 10:32
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

The God of investing, Warren Buffet has released much anticipated annual letter. :D
Link
by Vamsee
28 Feb 2015 00:33
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

India's per hectare yield in best states is lower than some African nations : Eco Survey in case of chickpeas, the per hectare yield is highest in Andhra Pradesh at 1,439 kilograms, but this is far lower than the average yield of Ethiopia which is 1,663 kilograms. In paddy, too, the survey shows th...
by Vamsee
10 Feb 2015 21:10
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

I am surprised that a large number of people, some well meaning and some not so well meaning are deriding new GDP calculations/methodology. It seems that people are upset that SDRE Yindoos are doing better than SYRE Chinese. The current methodology (Calculating GDP at market prices) will allow us to...
by Vamsee
10 Feb 2015 00:09
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

Citi is now predicting 8.1% GDP growth in FY'16 :twisted:

Link
by Vamsee
09 Feb 2015 23:51
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

Inflation puzzle in new GDP data The new method of calculating gross domestic product (GDP) has thrown up confusing growth trends: the sharp increase in growth rates does not fit well with other data such as the expansion in industrial output, imports, bank credit and corporate profits. One possibl...
by Vamsee
09 Feb 2015 21:08
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

Per capita income this year seen up 10% at Rs 7,378 a month

The per capita net national income during 2014-15 is estimated to be Rs 88,538, showing a rise of 10.1 per cent as compared to Rs 80,388 during 2013-14 with the growth rate of 12.3 per cent
by Vamsee
09 Feb 2015 21:03
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

Q3 GDP growth at 7.5%; FY15 growth seen at 7.4% :twisted: 1) *If* we grow by 7.4% for FY'15 it means we will beat China in terms of GDP growth rate. I always knew that we would do it during Modi's current term, but I did not expect it to start from the very first year. :twisted: 2) A lot of skeptic...
by Vamsee
08 Feb 2015 21:55
Forum: Technology & Economic Forum
Topic: Indian Telecom Folder
Replies: 1163
Views: 195685

Re: Indian Telecom Folder

A few years ago, we used to track this number obsessively every month :twisted:

India telecom subscriber base reaches all-time high at 970 million
by Vamsee
07 Feb 2015 12:13
Forum: Trash Can Archive
Topic: LCA News and Discussions, 22-Oct-2013
Replies: 3957
Views: 240642

Re: LCA News and Discussions, 22-Oct-2013

Anantha Krishnan M ‏@writetake 54s54 seconds ago
NLCA NP-2 airborne at 12:28 pm.
by Vamsee
05 Feb 2015 23:29
Forum: Strategic Issues & International Relations Forum
Topic: India-US Relations : News and Discussion
Replies: 3947
Views: 204717

Re: India-US Relations : News and Discussion

What Obama said in India were not innocent comments. It is a warning to Modi Govt not to interfere in religious conversions. Religious intolerance in India would have shocked Gandhi: Obama "Michelle and I returned from India - an incredible, beautiful country, full of magnificent diversity - bu...
by Vamsee
04 Feb 2015 21:49
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

kumarn wrote:
Vamsee wrote:Leverage?


Yes, LAS.


What is the interest rate they charge for it? (ICICI Direct?)
by Vamsee
04 Feb 2015 21:28
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

Book Recommendation:

One Up On Wall Street: How To Use What You Already Know To Make Money In The Market

By Peter Lynch

This is one of the best book for investors and a very easy read. No complex algorithms or formulas. Just commonsense advise based on real life experience of ace investor.
by Vamsee
04 Feb 2015 21:17
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

Archan saar, The number one job of investor (as opposed to "speculator" :wink: ) is to not lose money. Once we do it for a few years in the market, one is bound to make money and if you can do it for decades, you can get into the evil 1% club :D Even if at the end of the year you lose 70% ...
by Vamsee
04 Feb 2015 21:09
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

Or you invest small amount on one risky company. Even if at the end of the year you lose 70% of it it won't hurt that much. OTOH if it gives a 400% return you get to grin. sir ji, uske liye Las Vegas ha na! :D On a serious note, I have 120 percent of my net worth ( outside of real estate) invested ...
by Vamsee
04 Feb 2015 03:26
Forum: Technology & Economic Forum
Topic: Indian investments thread
Replies: 432
Views: 38333

Re: Indian investments thread

Out of curiosity, checked Indosolar stock.

I would avoid it like a plague
:)

--Vamsee
by Vamsee
30 Jan 2015 19:21
Forum: Technology & Economic Forum
Topic: Indian Economy - News & Discussion Oct 12 2013
Replies: 3978
Views: 204484

Re: Indian Economy - News & Discussion Oct 12 2013

CIL mega share sale sails through; government to get Rs 22,600 crore Over-subscribed by 1.07 times, the share sale got bids worth Rs 24,210 crore. This is the biggest share sale by any private or public sector company here and exceeds the previous record of over Rs 15,000 crore made by CIL itself i...

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