niftyparadox.blogspot.com
Nifty Paradox: 4/19/15 - 4/26/15
http://niftyparadox.blogspot.com/2015_04_19_archive.html
A blog on Nifty, BankNifty on Indian Stock Markets and Forecasts. Wednesday, April 22, 2015. Valuations For Hi-Tech Industries - Illustration 1 - BookMyShow.Com. For the last 3 years, we have seen hi-tech stocks getting funding like there is no tomorrow, crazy valuations and a sense of deja vu with the 1999-2000 dot com bust. Personally, I find the valuations a bit crazy myself but first things first, let us understand the difference in scenarios prior to the dot-com bust and the current situation. The B...
niftyparadox.blogspot.com
Nifty Paradox: 3/29/15 - 4/5/15
http://niftyparadox.blogspot.com/2015_03_29_archive.html
A blog on Nifty, BankNifty on Indian Stock Markets and Forecasts. Wednesday, April 1, 2015. Outlook For April 2015. So we had an exciting March series. Nifty made a swing high of 9100 levels and also corrected almost 10% from there in a fast and furious way. The March 21st Spring Equinox did spring the large moves [repeating the downside]. I hope those who took straddles managed to take some money off the table. Spring Equinox [21st March]. Summer Solstice [21st June]. Fall Equinox [22nd September].
logitrans-megatrends-india.blogspot.com
Indian Logistics Megatrends: January 2013
http://logitrans-megatrends-india.blogspot.com/2013_01_01_archive.html
Wednesday, January 9, 2013. Human Resources Challenges in Shipping and Logistics in India. Well it is commonly known that business leaders always mention human resources as sources of strength when the companies are doing well and the lack of genuine talent as one of the key factors in turbulent times apart from business externalities. The most disturbing trends in the human resources side has been the lack of culture of meritocracy. Over the last 5 to 8 years, so much activity has taken place that t...
niftyparadox.blogspot.com
Nifty Paradox: Outlook For August 2015
http://niftyparadox.blogspot.com/2015/08/outlook-for-august-2015.html
A blog on Nifty, BankNifty on Indian Stock Markets and Forecasts. Sunday, August 2, 2015. Outlook For August 2015. So it has been yet another roller coaster month starting with gains, then a sudden fall and a mind boggling recovery. If we analyze the last 3 months, this has been a pattern with Nifty. 31st July is the first day of the August series and it seems deja vu as far as first day of stellar performance is concerned. What is critical is that it is the close of the month as far as technicals ar...
logitrans-megatrends-india.blogspot.com
Indian Logistics Megatrends: Megatrends For Retail and Automotive Sectors in India
http://logitrans-megatrends-india.blogspot.com/2013/02/megatrends-for-retail-and-automotive.html
Wednesday, February 20, 2013. Megatrends For Retail and Automotive Sectors in India. So the much awaited FDI push into the retail segment has finally taken place in India. However, one need not get too excited immediately as the scaling up of operations perhaps will not happen before a new government is elected in India in 2014. What the current move has done is help the companies involved in developing the organized retail segment ramp up backend operations. 3] Containerized trucking will be the next cr...
logitrans-megatrends-india.blogspot.com
Indian Logistics Megatrends: Hedging Currency and Crude Risks
http://logitrans-megatrends-india.blogspot.com/2013/06/hedging-currency-and-crude-risks.html
Sunday, June 30, 2013. Hedging Currency and Crude Risks. Many a time, executives are focused on sales, operational efficiency etc but crude and currency also bring a lot of risks and can damage the bottom-line significantly. With billions of dollars being turned in and out daily on a global basis, it is extremely critical for treasury functions to hedge currency and crude risks. LONG USD-INR Futures Long USD-INR 53 Put. I am attaching 2 charts;. This first chart has the daily USD-INR prices from 1st May ...
logitrans-megatrends-india.blogspot.com
Indian Logistics Megatrends: March 2013
http://logitrans-megatrends-india.blogspot.com/2013_03_01_archive.html
Wednesday, March 6, 2013. Revenue Leakages - Dynamic Yield Management Strategies For Carriers. It is an open secret that carriers have been losing money to consolidators and losing big time over the last 5 years. The reason is simple and straight forward; myopic vision from carriers, relentless thirst for flooding market with capacity and almost complete lack of customer focus. This is also true for air carriers but the major ones leading the lag are the ocean carriers. Obviously not because diesel price...
logitrans-megatrends-india.blogspot.com
Indian Logistics Megatrends: June 2013
http://logitrans-megatrends-india.blogspot.com/2013_06_01_archive.html
Sunday, June 30, 2013. Hedging Currency and Crude Risks. Many a time, executives are focused on sales, operational efficiency etc but crude and currency also bring a lot of risks and can damage the bottom-line significantly. With billions of dollars being turned in and out daily on a global basis, it is extremely critical for treasury functions to hedge currency and crude risks. LONG USD-INR Futures Long USD-INR 53 Put. I am attaching 2 charts;. This first chart has the daily USD-INR prices from 1st May ...