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Sunday, February 27, 2011

Budget - An Annual Tamasha

Its that time of the year again when the equity markets in india hold their breath!This time the euphoria is tempered with the happenings in Libya and OIL!The Middle East is burning brighter than the mythical " Eye of the Tiger"

Still to put things in perspective the expectation as per my talk with a few movers and shakers is that the gems and jewellery sector,low cost housing,agriculture should have positive surprises.Changes in GST,maybe income tax rebates might take the sensex temporarily higher but beware the demon that lurks in crude!
Watch Rajesh Exports,Gitanjali gems,Lok Housing,LIC Housing...expect OPEC to announce higher production under US pressure.Nifty anywhere between 5100 - 5600?

Thursday, February 17, 2011

Revolucion`

A 100 years from today we will look back on these days and  remmeber that a Revolution took place that diminished the violent agitations of the 20th Century in its sheer reach,size and lack of orchestrated bloodshed.I talk of Tunisia,Egypt and now Bahrain.Yemen?Libya?.....Iran?
A new country South Sudan will be born too.

Virtue cannot separate itself from reality without becoming a principle of evil-Albert Camus

For the marketing gurus it would be interesting to study how the tools of mass communication can drive the thought process of millions in a single direction at a single point of time in history!What social networking sites and the internet have done no esoteric experiments in psychic management  or mind mapping has been able to achieve!

Why cannot the same energy be turned to packaging and selling products?There is a shift coming-science will move from simply the technology development platform to a tool to read the human psyology.Then truly will science become an Art.
So Revolutions lead to many roads-from improving the leadership,infrastructure,employment opportunities to  more diverse/mundane thoughts on manupulating our "wants"

As usual I finish the day before the sea, sumptuous this evening beneath the moon, which writes Arab symbols with phosphorescent streaks on the slow swells. There is no end to the sky and the waters. How well they accompany sadness

P.S.So now you all know I am an Albert Camus fan!

Tuesday, February 8, 2011

Cricketmaniaaaaaaaaaaaaaaaaa

The cricket world cup starts in mid February.India is cricket mad.Cricket in India is big money!

If we add all the dots it leads to theconclusion that this 1 month long fiesta of cricket will enrich quite a few companies that stand to gain from millions of minutes both soundbytes,visual as well as the written word.And that does not mean simply the journalists or television hosts or even the players.

How will the investors play this World Cup?Along with the cricket follow the below mentioned scrips as they 'play' on the bourses.

Print,Direct-To-Home(DTH),Radio to gain whereas multiplexes and movies will be net negatively affected.I would put a BUY on the following:-

Deccan Chronicle(cmp 84)
Jagran Prakashan(cmp 117)
HT Media(cmp 149)

So let us see the results after a month....not the Ides of March methinks

P.S.One bet that I reccomended that has gone horribly wrong is Koutons.When I spoke to the top management whom I have known for some time I did not fathom the depth of financial strangulation they faced neither the paucity of ideas to save their stakeholders.