Jitendra Kumar Gupta's blog

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http://www.business-standard.com/india/news/qa-ajit-dayal-director-quantum-advisors/441655/ Jitendra Kumar Gupta / Mumbai July 6, 2011, 0:54 IST Ajit Dayal , founder director, Quantum Advisors, on why investors should hold gold, the status of recovery in the US, euro zone issues, its impact on India and the themes to invest, in an interview with Jitendra Kumar Gupta . Edited excerpts: Does your bullish view on gold still hold, given that we have already seen a huge rally? The argument for investing gold has not changed. As long as the world’s central banks, led by the US Fed, is willing to print money irrationally, investors should be buyers of gold. Gold is a currency. We have been brainwashed into believing it is some sort of asset like a stock or a bond, that must give us some dividend yield or some capital gain on a continuous, daily basis.

http://www.smartinvestor.in/market/exptspks-82421-exptspksdet-Second_rung_consumer_stocks_are_fairly_cheap.htm While Indian markets are range-bound, there are some uncertainties globally which include the US reaching its debt ceiling early next month. Domestically, events like RBI’s policy meeting on Tuesday and talks of FDI in retail sector are also keeping markets in a wait-and-watch mode.  Jitendra Kumar Gupta  speaks to  Ramesh Damani , member, BSE on these issues. Excerpts: Led by the optimism about falling commodity prices and that inflation rate might fall some time later in the year, people believe the markets could be better in the second half. Your comments. They are looking for a better second half. I am also in that camp. I will choose to be in bullish camp but I think the market needs to spend another 3-6 months in a consolidation zone. Generally, timing the markets is very hard. Only at the extremes of the markets, when they are over bought or oversold, it sometimes