May 4, 2011
Everybody wants a Multibagger but most of them end up with Junk Stocks in search of it. The better approach we recommend our investors is to go with modest stocks which can double in the next 3 years i.e deliver in excess of 25% compound annual returns. In an Analysts survey, the stocks that made it to the top 20 are as follows. Read more
May 2, 2011
In a faster than expected surprise, Morgan Stanley pushed the report on Indian Banks saying that Margins are headed for a Collapse and Downgraded the Indian PSU Banking Space to Underweight. Morgan expects the NIM to fall between 40-70 bps.
The pre-provision operating profit (PPOP) will drop to single digits after the 40%+ growth in F11. PSU Bank F12E multiples have Read more