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The Indian Analyst

The Indian Analyst is written by a Mumbai-based CFA, who currently works with a firm investing in early stage companies. He earlier ran a large research setup.

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The Indian Analyst's Latest Articles

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India Outlook: Slowdown Ahead?
on Oct 01, 2008 about INP, EPI, PIN
Should Infosys and Wipro Trade at a Premium?
on Aug 10, 2008 about WIT, INFY
India's Sensex Likely To Trade in 11-13K Range Through 2008
on Jul 31, 2008 about IIF, IFN, EPI
India: Fund Numbers Recover
on May 07, 2008 about IIF, IFN, EPI
Private Equity Needs Creativity to Deal in India
on Apr 15, 2008
Is India Experiencing a Real Slowdown?
on Apr 01, 2008 about INP, IFN, EPI
Indian Stock Prices and Earnings: Correlation or Refexivity?
on Mar 11, 2008 about INP, EPI, PIN
Fourth Quarter Earnings in S&P 500 Down 20%
on Mar 11, 2008 about SPY
India's Selloff: How Bad Can It Get?
on Mar 09, 2008 about IIF, IFN, EPI
Exit Pressure Likely to Build Soon at Fortress and Blackstone
on Dec 11, 2007 about BX, FIG
While Private Sector Oil Climbs, PSU Companies Look Cheap
on Nov 06, 2007 about INP, IFX, IFN
Is the Indian Market Temporarily Spent?
on Oct 22, 2007 about INFY, IBN
Indian Earnings Slowing Down?
on Oct 15, 2007 about HXI, IIF, IFN
Unlocking the Massive Potential In India's Financial Sector
on Sep 10, 2007 about HDB, IBN
Fairytale Run Of Brokerage Firms Coming To A Close
on Aug 22, 2007
India Can Handle $35bn Equity Raising... And More
on Aug 22, 2007 about SLT, IBN
Citigroup: Asian Markets Not Less Vulnerable To Global Credit Crunch Than In 1998
on Aug 17, 2007 about EWH, DXJ, ADRA
ICICI Bank Limited: A Clear Buy
on May 15, 2007 about IBN
Moody's: India's In Trouble Without More Fundamental Fiscal Reform
on Apr 30, 2007 about INP, IIF, IFN
India WPI Data Outdated: ET Shows Inflation May Fall Below 6% This Month
on Mar 23, 2007 about INP, IIF, IFN
Seeing Little Downside In Indian Markets
on Mar 13, 2007 about IIF, IFN
No Reason To Mourn India's December IIP Data
on Feb 13, 2007 about IIF, IFN
Indian Manufacturing and Construction Should Fuel Ongoing Growth
on Feb 08, 2007 about IIF, IFN
Indian Market Losing Momentum?
on Feb 06, 2007 about INP, IIF
S&P Raises India's Debt Rating, But It's Nothing To Be Proud Of
on Feb 05, 2007
HDFC Managing Director Significantly Increases His Stake in the Company
on Jan 15, 2007 about HDB
Indian GDP Comes In Above Forecasts
on Dec 01, 2006 about IIF, IFN
Infosys, TCS Overtake Accenture in Market Cap
on Sep 25, 2006 about ACN, INFY
India's Bull Rally: Three More Quarters?
on Feb 01, 2006
Indian Pharma Companies: No Respite Yet (RDY, RBXLF)
on Jan 25, 2006 about RDY
Equity Returns Relative To P/E Ratios -- A Study
on Jan 19, 2006
Forget Google -- Apple's The Real Tech Stock Star (GOOG, AAPL, DELL, HPQ)
on Jan 12, 2006 about DELL, CSCO, AAPL

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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