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Beyond DCF
Foreign investors hold back on investing too much in India owing to governance issue concerns
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"So all this while, be it an easy policy, accommodating policy or a hawkish one, the local policies have been dictated largely by the US."
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India’s most financially stable and capital efficient companies
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BNP Paribas has raised a red flag over Unitech’s execution intent, but overall the Street maintains its faith in the stock
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Polaris’ decision to remain a niche player in banking and financial services could work to its advantage as the sector leads the recovery in tech spending
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The onslaught of DTH and intense competition within the cable TV market leave Den Networks’ business model with little room for error
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Interview
In the past few weeks, perhaps too much speculative money has flowed into the oil markets
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IT spending will be back on track next year, according to Forrester and Gartner, the IT research majors. But the recovery will be slow due to reduced budgets
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Dark thoughts, when filtered through the lens of art, herald the dawn of consciousness
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After the robust gains this year, experts say metal prices have factored in the ongoing global recovery. Further gains will hinge on a sustained recovery, especially in the US and Europe
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Century Management’s Arnold Van Den Berg has built a spectacular track record of performance over the past 40 years, by placing his bets based on the fair value of stocks, relative to bonds and historic valuation bands
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Except for a few sectors, India Inc’s second quarter
earnings fail to sizzle
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Market Voices
The backdrop: The markets are showing signs of flagging as quarterly results have not turned in any positive surprises
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Weakness in index heavyweights indicates that the markets will continue to be in a corrective phase
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Negative divergence on charts indicate a correction is due for world markets
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Gold is making new highs in dollar terms but that is no reason to cheer for Indian investors or for that matter, any investor outside the US
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Economy Watch
He’s been saying he would, and he’s finally done it. RBI Governor D Subbarao has taken the first step to withdraw the monetary stimulus injected last year. For sure, there’ll be more to follow
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With six key regional general entertainment channels moving out of the Zee News’ portfolio to Zee Entertainment, the former’s loss could be the latter’s gain
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A mild recovery in demand from global banking and financial services improves the outlook for IT companies, but markets seem to have already factored this in
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Infrastructure stocks may come off, as second-quarter results fail to meet Street expectations
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Margins of auto players could come under pressure as commodity contracts are renewed at higher rates
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Tardy credit off-take weighs heavy on bank stocks despite sound Q2 numbers
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HUL’s marketing blitzkrieg to hit FMCG major‘s bottom line in the second quarter, feel analysts
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