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Mark Mobius on Indian markets

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The current global environment is not only depressed, but highly uncertain too. While India may be relatively better off, the health of her economy has deteriorated and is not showing any signs of recovery. The fall in industrial output, slowdown in GDP growth and expected decline in corporate earnings remain major worries for the markets. In light of the current scenario, Jitendra Kumar Gupta sought answers on key issues from renowned investment guru of emerging markets and executive chairman, Templeton Asset Management, Dr Mark Mobius. Known for his understanding and studies on emerging markets, Mobius currently manages more than $24 billion in emerging market assets and directs the Templeton research team based in 14 emerging markets across the world. A value investor with a bottom-up stock selection approach, Mobius shared his views on the Indian equity markets and spelt out his investment strategies. How do you assess the economic stimulus package announced by the Indian governme...
"Not much downside from here...at the most 10%" SMART TALK Jitendra Kumar Gupta / Mumbai December 29, 2008, 0:27 IST Jim Walker, the founder and managing director of Hong Kong-based Asianomics, believes that the worst is not yet over and there could be bad news flowing with regards to industrial and GDP numbers. The corporate earnings could equally be in bad shape and surprise the markets. Meanwhile, he suggests that investors be cautious and selective while investing as the difficulties could last till the middle of financial year 2010. Asianomics is an independent economic research company providing insights and analysis on policy making and macroeconomic trends across Asian economies principally for the fund management industry. Prior to establishing Asianomics in December 2007, Walker was the chief economist at CLSA Asia-Pacific Markets. In a conversation with Jitendra Kumar Gupta he shared his view on various issues pertaining to the Indian economy and the equity markets...

See 20% cut in pan-India realty prices by Oct: SP Tulsian

Why Century Textile is good buy http://www.moneycontrol.com/india/video/stockmarket/17/20/newsvideo/344983

Godawari Power & Ispat

http://www.business-standard.com/common/news_article.php?leftnm=si&autono=327346