Archive for December, 2013


2013 in review @sandyyadav.com

Sharing the performance of sandyyadav.com for the year  2013 annual report for this blog. Many thanks those who visited and provided your insightful comments. Commitment for 2014 will be more on  International markets and regulations. Here on I wish all my readers a very happy and prosperous new year 2014.

Here’s an excerpt:

The concert hall at the Sydney Opera House holds 2,700 people. This blog was viewed about 43,000 times in 2013. If it were a concert at Sydney Opera House, it would take about 16 sold-out performances for that many people to see it.

Click here to see the complete report.

In his first official act as the new governor of the Reserve Bank of India (RBI), Raghuram Rajan raised the benchmark interest rate blogfrom 7.25 to 7.5%, causing a ripple of surprise in financial circles and eliciting protests from various business representatives. But for people who know the current condition of emerging markets and Rajan’s professional trajectory, this was not surprising, at all.

Rajan has no qualms about staging such challenges. In 2005, Rajan was chief economist of the International Monetary Fund and attended the top central bankers’ get together in Jackson Hole, Wyoming, to present a paper on how the financial sector had evolved during Alan Greenspan’s era. As Rajan later described the meeting, which was to be Greenspan’s last, in his book Fault Lines: “Some of the papers in the conference, in keeping with the Greenspan-era theme, focused on whether Alan Greenspan was the best central banker in history, or just among the best.”  Continue reading

TOP 10 Stocks for 2014

Well I don’t disclose my view or portfolio, as there is lot of pundits in the stock market who has their own take.blog

Yesterday some body was keen to invest in the markets and wanted to know about my portfolio.

I have given him the list of Stocks that should perform during 2014 based on my small analysis & my own justification it may differ for others and I will not talk about numbers too 🙂

  1. Aurobindo Pharmaceuticals: I am expecting that this company to achieve its revenue and see a Compounded annual growth rate of 15%. It will do well in US.
  2. TCS: The Company’s well-balanced portfolio across services and geographies, and strong leadership. Deal wins, hiring trends and management demand commentary remain encouraging.  Continue reading

The Financial media & The Markets

Two monks argue about a flag.blog

One says, “The flag is moving.”

The other says, “The wind is moving.”

The Sixth Patriarch happens to walk by and remarks, “Not the wind, not the flag; mind is moving.”

Markets exist as where capital, investors and investments intersect in the form of securities. It is where the buying and selling of debt and equity occurs. Those with capital can invest in or lend to those who can put it to better potential long-term use, be they start-ups or existing companies or governments. Continue reading

History shows that mutual fund investors generally increase inflows after observing periods of strong performance. They buy at bloghigh prices when future expected returns are lower, and they sell after observing periods of poor performance when future expected returns are now higher.

This results in what author Carl Richards called the “behavior gap,” in which investor returns are well below the returns of the funds in which they invest. Perhaps with this observation in mind, Warren Buffett once said, “The most important quality for an investor is temperament, not intellect.”  Continue reading

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