sep 18th, 2008
shop until you drop?
but i am reminded of what someone told me: that he was tempted to buy lehman brothers, all by himself :-)
shop until you drop?
but i am reminded of what someone told me: that he was tempted to buy lehman brothers, all by himself :-)
---------- Forwarded message ----------
From: Shah
From: Shah
| On the Ground in Asia's Once-in-a-Lifetime Market By Steve Sjuggerud September 16, 2008 Rahul specializes in smaller companies in India. These opportunities seem extraordinary. Many companies are ridiculously cheap, due to what he calls "a scarcity of information and capital." He says India has 6,000 companies trading on the stock market, but only the top 100 get any coverage by the relatively small broker community. So Rahul is like a mini-Buffett, able to pick and choose among the 5,900 that no one's watching. I didn't expect to be so interested. The big companies still seem expensive. But Rahul has really found some exceptional opportunities – once-in-a-lifetime type opportunities – in the smaller stocks. Look for more details tomorrow, from my colleague Tom Dyson. Today, we're flying to Bangalore, which is India's high-tech and outsourcing capital. Until then... Good investing, Steve Editor's note: Dr. Steve Sjuggerud writes True Wealth, one of the top five financial newsletters in the world. Steve's investment philosophy is simple: Buy assets of great value when no one else wants them, and sell them when others will pay any price. Click here to learn more. |
1 comment:
Its true that a very small percent of companies get traded heavily.
But it is difficult to get good statistics on Indian companies, for us to do the analysis.
Are these guys going to create some system to do that? If there is one already existing, can someone send me pointers?
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