holdyourthoughts

P.N.Vijay * Look at overall economy for indication of sustainable growth * Look at interest rates very closely as they are negatively correlated to equities. i.e, when interest rates go down, equities go up * Fundamentals take time to develop * Don't leverage yourself Midcap investing has the best risk/reward in today's market Midcaps bets can be of various types: Plain Vanilla : Very fast paced growth in a good sector and will soon turn big enough to attract institution attention. e.g. Punj Lloyd, GMR infra, JP Associates Mergers and Demergers: COmpanies create value by merging and demerging. e.g TV18, KEC Overseas Acquisition: Often leads to rapid increase in size and mcap/sales Restructuring: Improving balance sheet by restructuring debt New Story: New sunrise industries e.g. Educomp, Praj, MIC Electronics, Everest Kanto Opportunities in 2008: Karuturi Networks, Shriram Transport Finance, Provogue Ashwini Gujral * Manage your capital so that no loss is your final loss. * Onl...