Articles by Equitymaster

Capital goods to get cheaper in 2011?

Posted by Equitymaster 25 April 2021 8568 Views

Let's continue with our series on the outlook of the Capital Goods (CG) sector. Here we examine the valuations of the BSE CG Index using the popular valuation metric - PE multiple. We reiterate that the BSE CG Index underperformed the Sense

Bharti vs. RCOM: The numbers

Posted by Equitymaster 25 April 2021 10763 Views

Continuing with our series comparing the, top telecom players in India in this article we will compare the key operating metrics of Bharti and RCOM, which will throw light on which is the better of the two. Let us first do a quick recap of what

Can we time the market?

Posted by Equitymaster 25 April 2021 8958 Views

Should we wait for the stock to fall before buying? Shall we wait before we sell? If you are an investor in the stock market you would have also asked these questions at some point. Naturally these are relevant questions as one would like to maxim

IT Stocks: Ready to move up?

Posted by Equitymaster 25 April 2021 5944 Views

Over the past two years, there were many concerns surrounding the Indian IT sector. The key amongst them have been slowdown in tech spending in big markets like the US and Europe, the appreciating rupee, and the Satyam scandal. Clients slashed IT

Do promoters know something that you dont?

Posted by Equitymaster 25 April 2021 7826 Views

The higher the promoter stake in a company the more faith he has in the business. That is how the general belief goes. The same obviously holds true for the reverse as well. And this (lower promoter stake) is definitely something investors would not

Stocks which were the top performers of 2009

Posted by Equitymaster 25 April 2021 9862 Views

After the collapse of global stock markets and economic turmoil in 2008, 2009 came with hope. While we did not see the stock market highs of 2007, we managed to gain back most of the lost ground of 2008. In this article, we discuss the top 5 Sensex p

India: A feast for the capital goods sector

Posted by Equitymaster 25 April 2021 9283 Views

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

An investing secret thats hard to follow

Posted by Equitymaster 30 June 2020 6793 Views

'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

Age of Austerity

Posted by Equitymaster 30 June 2020 5386 Views

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

The dangerous side of stimulus...

Posted by Equitymaster 30 June 2020 8654 Views

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