Category Archives: Undervalued Stocks

This category contains individual Indian equities that are attractive long candidates based on traditional value based fundamental analysis.

Is MCX Still Undervalued?

This post is a follow-up to an article I posted on on MCX last October. You can read the original article here. Before I went public with my view on MCX, I had recommended the stock to my Premium Access subscribers on September 1, 2013. Since my original recommendation the shares have produced a…

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Why Blackstone is Raising Its Stake In MCX (Multi Commodity Exchange)

December 22, 2013 On Wednesday, December 18, 2013 the FMC (Forward Markets Commission) granted approval for US Private Equity firm Blackstone Capital to raise its stake in MCX (NSE:MCX) to 5% from its current 2% stake. As expected shares of MCX have rallied hard. The stock is now up 18% from Tuesday’s closing price, despite…

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There are Still Opportunities in this Market: Hexaware Update

August 28, 2013 The market is crashing and the Rupee is hitting new all-time lows. The reaction in the market yesterday was purely driven by the passing of the Food Security Bill. The government needs to start implementing policies that reduce the fiscal deficit in order to bring it under control and not vice versa.…

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Focus on Underlying Value, Not “Half Knowledge” Guy

July 8, 2013 Every time I see the Economic Times ad about the “half knowledge” guy, I always think about the commentators on CNBC, who declare with such authority their view on the short-term direction of the market. In general, I can’t believe how much time is wasted on trying to divine the short-term direction of…

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Investing in The New Normal

May 23, 2013 If you’ve been a long-time reader of the Value Investing India Report, you’ve probably realized that I read a lot of books on investing. The following quote by Brian Tracy sums up nicely why I continue to be a voracious reader: “To gain a competitive advantage in your career, read at least…

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