Jitendra Kumar Gupta's blog

http://mobius.blog.franklintempleton.com/2011/01/21/addressing-concerns-about-a-two-track-world/

Link for my earlier interview with Marc Faber http://smartinvestor.in/market/story-20156-storydet.htm Since you have been tracking so many crisis and bubbles would like to know what is common about them? The most common point about every crisis is that in that period there was excessive debt growth, excessive credit growth, excessive leverage and excessive speculations that came about because of the excess credit growth. But the Federal Reserve does not seem to understand that. That is the most common. The other point I would like to mention is that during such crisis, governments should actually do nothing and let the market adjust from the downside. This is because as prices decline and drop, the affordability improves again and at some point buyers come in and as a result the system is cleaned. However, if governments intervene with fiscal and monetary measures as the US has done, it sows the seeds for the next crisis. The crises in the post 1980s period such ...

'We expect India's sustained growth to continue' Jitendra Kumar Gupta / Mumbai January 20, 2011, 0:24 IST Mark Mobius, known for his value-investing style and deep understanding of emerging markets, currently heads Franklin Templeton Investments as its executive chairman, Templeton Emerging Markets Group. He shared his views with Jitendra Kumar Gupta on various issues, including Indian markets, benefits from the country’s changing demographics and key risks for emerging markets. Edited excerpts: What’s your view about India as an investment destination? We expect the Indian equity market to continue attracting interest from local as well as foreign investors. This is because India’s economy is expected to continue to record sustained economic growth. Over the long term, the growth rate of India should offer a good platform for Indian companies to deliver stellar results. India has one of the largest populations in the world and, thus, represents a huge ...

In a CNBC-TV18’s special show RD360- Money Making Maxims, Ramesh Damani , Member of BSE discusses the life and sayings of Benjamin Graham with two finest fundamental analysts and practitioners of Graham’s way of investing, Sanjoy Bhattacharya of a Fortuna Capital and Chetan Parikh of Jeetay Investments.

http://mobius.blog.franklintempleton.com/

The last year was reasonably good for the Indian markets. But, with macro headwinds picking up, 2011 could be different. Jitendra Kumar Gupta spoke with Tridib Pathak, senior director, equities, IDFC Mutual Fund, about his expectations from the markets in the current year, the concerns and the earnings outlook, among other things. Excerpts: What do you read into the sharp fall in the markets in the last couple of trading sessions? And, to what extent will this correction continue? The correction is largely due to domestic macro factors led by high inflation and further expectations of interest rates going up. Also, the fact that the current account deficit and crude oil prices are high. If inflation and international commodity prices don’t come down fast and if we (India) are forced to increase interest rates further, then it could have an impact on growth, leading the markets lower.

New update "For trading i look at technicals, which are essentially price movements. when price movements confirm my thought process, i buy aggressively. The sheer feeling that the markets have bottomed out or that the fundamentals and valuations are favourable is not enough" for entire series click here

Ramesh Damani “The most crucial thing that i learnt was that, in stock market you have to paint your own canvas” The Guiding Star RD360 In a CNBC-TV18’s special show RD360- Money Making Maxims, Ramesh Damani , Member of BSE discusses the life and sayings of Benjamin Graham with two finest fundamental analysts and practitioners of Graham’s way of investing, Sanjoy Bhattacharya of a Fortuna Capital and Chetan Parikh of Jeetay Investments. Click for RD360   Live video with Sanjoy Bhattacharya of a Fortuna Capital and Chetan Parikh of Jeetay Investments.   Ramesh Damani and Rakesh Jhunjhunwala Life is a game and all you have to do is to know how to play it. No one has played the investing game better or bigger than Rakesh Jhunjhunwala , Partner, Rare Enterprises. He has parlayed a few thousand dollars into a few billion dollars. He lives his life king size. In an candid chat with financial expert Ramesh Damani in a CNBC-TV18's special RD 360, st...

http://mobius.blog.franklintempleton.com/

Q&A: Raamdeo Agrawal, Motilal Oswal Group '12-15 per cent correction is very likely' Jitendra Kumar Gupta / Mumbai December 28, 2010, 0:24 IST Several scams that came to light recently have led to a correction in the equity market and left many clueless about the future direction. That apart, there are several concerns like inflation and rising interest rates that still persist. Jitendra Kumar Gupta  spoke to Raamdeo Agrawal , Joint Managing Director, Motilal Oswal Group on the occasion of unveiling of the group’s 15 th  Annual Wealth Creation Study on these issues, the market’s valuation as well as future prospects and the opportunities to gain from. Excerpts: