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Articles by Equitymaster

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Cheap money is here to stay

  Equitymaster    17 December 2009 at 13:51

It is that time of the year again when the US central bank takes a call on what yield most asset classes around the world should trade at. And it appears near certain that the status quo is going to be maintained. The Fed is expected to announce its

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Posted in Shares & Stock |   4932 Views

With an A+ why worry about TBTF?

  Equitymaster    28 November 2009 at 12:28

Credit rating agencies these days seem to be looking at a lot beyond loan servicing capabilities. No, we are not just referring to rating of companies but also that of economies. What else can explain the anomaly that as of November 2009, the Governm

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Posted in Shares & Stock  6 comments |   6210 Views

The dangerous side of stimulus...

  Equitymaster    28 October 2009 at 10:40

Stimulus packages have been the magic wand that almost every government and central bank has waved since the beginning of the financial crisis last year. Most are still wary of withdrawing the same lest their GDP growth trajectory gets derailed and i

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Posted in Shares & Stock  3 comments |   8262 Views

India: A feast for the capital goods sector

  Equitymaster    17 October 2009 at 11:35

Capital goods companies here in India seem to be a happy lot these days. Their stocks are shinning and their order books are plump. But that's not such a recent phenomenon either. Except for the dark days of the credit crisis, capital goods compa

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Posted in Shares & Stock  2 comments |   8850 Views

Age of Austerity

  Equitymaster    28 September 2009 at 11:59

The Congress' austerity drive was not unfounded. After all austerity is what global leaders are insisting on in the G-20 summit. US President Barack Obama and his counterparts from the G-20 nations have cited a clear warning that the global re

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Posted in Shares & Stock |   4998 Views

Rupee to be a tool in curbing inflation

  Equitymaster    23 September 2009 at 13:38

In the past, the RBI always tended to intervene in the currency markets to stem the appreciation of the rupee so that exporters did not feel the pinch. This time around it may end up following a different course of action. As reported on Bloomberg, I

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Posted in Shares & Stock |   4560 Views

The Ideal P/E Multiple For A Stock Is...

  Equitymaster    16 September 2009 at 11:41

Warren Buffett's fortune is enough to stupefy anyone. Starting from scratch, he has amassed a fortune of billions and billions of dollars. And the most amazing part of that feat is not even that - it is the fact that he has achieved so much wealth in

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Posted in Shares & Stock  1 comments |   9285 Views

A Close Cousin Of The P/E Ratio

  Equitymaster    05 September 2009 at 11:53

Learning about stock market investing is a never-ending quest. There are several metrics that an investor can look at while selecting stocks. In this article, we discuss one of the many parameters that could help in making better investment decisions

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Posted in Shares & Stock  2 comments |   12846 Views

An investing secret thats hard to follow

  Equitymaster    21 August 2009 at 12:37

'Be fearful when others are greedy and greedy when others are fearful' says Warren Buffett. 'Buy low and sell high' is supposed to be the classic and simple formula for beating the stock market. Well, if it is indeed as easy as it sounds, the intrigu

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Posted in Shares & Stock  4 comments |   6534 Views

Green shoots in realty sector?

  Equitymaster    11 August 2009 at 13:04

Financial year 2009 was one of the toughest years till date for the real estate sector in India. This was quite evident during the latter half of the fiscal when companies were facing pressures from all sides. Demand was hampered due to the overall s

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Posted in Others |   4680 Views