India, like Life itself, is what you bring to it
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Day: May 15, 2012
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What was that again?
“Indonesia looks like it has hit the sweet spot, whereas India is nursing a headache from its latest boom,” says Frederic Neumann, Co-Head of Asian Economic Research at HSBC in an article titles “Will Indonesia replace India in the BRICs?”
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The fall of Adani
The Indian markets are unique in the sense that companies having the same promoter are often considered as a “sector” or a “pack” even though the underlying businesses are quite different.
Now the entire Adani pack is hitting their 52 week lows
| Stock | Latest Close | 52 Week Low |
| ADANIENT | 239.95 | 239.95 |
| ADANIPORTS | 114.9 | 114.9 |
| ADANIPOWER | 50.15 | 50.15 |
Commodities have fallen to their lowest level since 2010 (more here)
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Guru Speak
“In many instances, value investing proves fundamentally uncomfortable, as the most attractive opportunities frequently lurk in unattractive or even frightening places.”-David Swensen in his book Pioneering Portfolio Management