Political vengenance will make sun tv and sun direct suffer a lot. TN Govt may go to the extreme level to reduce the charges per month and increase the no of channels.By August 15th everything will be clear to the public. we have to exercise more care and avoid risk.....

It will cross this year,In June Itself immediately after Greece Election,hopefully sentiments turn bullish ...

If prices of rupee were kept higher, vis a vis dollar, then wud u have not got orders ? Does lower rupee, in any way help in procuring more orders in qauntity terms ? Pls share Ur first hand experience....

Agreed, we are building an Economy in the hope that Fed and ECB will print money forever, And when they do not for few months also we face crisis of Currency.. How weak is our Economy, MY view has always been our Economy has grown simply on the back of global Money printing in the past decade.. There is no gr8 story as such, we never tried building one. We grow on free money given to others who give a part of it to us....

people like me who are in export field also facing problem for the rupee depreciation. due to rupee depreciation the overseas buyers are forcing to revise the export contracts quite oftern....

joss dollar int rate of 5.5% means actually 11.5% as 6% is hedging rate to b added.If not hedged then currency risk is huge with Rs depreciation.Those cos who hv borrowed when Rs was 45 has to pay now Rs 55.50/$ i,e int rate of 5.5% plus rupee dep of 22% i,e real int rate is not 5.5% but 27.5%( without hedging) ...

Mahindras had said that it is a 3 year revival plan i.e. by june end this year ....one more month to go. They have REALLY kept up their word as evidenced by stability in turnover and increased profits every quarter of the year ended. LET US ACKNOWLEDGE this performance and not pre-judge their intent to deceive msat investors. A little partiality towards parent co is expected and understandable atleast to me....

Mahindras have made MS investers to suffer more than Raju did....

bookworm Not so bullish is conditional and speculation based on the annual report of RIL itself. It is interesting to note that at minehead the price of natural gas can be as low as 50 cents per mmBtu whereas a price of US$ 2 has been determined to be slightly profitable for shalegas in USA. Gas price is seen on the rise as per latest report in bloomberg: Energy PRICE* CHANGE % CHANGE TIME BRENT CRUDE FUTR (USD/bbl.) 109.170 0.360 0.33% 20:54 GAS OIL FUT (ICE) (USD/MT) 914.250 6.250 0.69% 20:52 HEATING OIL FUTR (USd/gal.) 286.850 0.820 0.29% 20:54 NATURAL GAS FUTR (USD/MMBtu) 2.646 0.037 1.42% 20:54 GASOLINE RBOB FUT (USd/gal.) 294.630 0.620 0.21% 20:49 WTI CRUDE FUTURE (USD/bbl.) 92.830 0.260 0.28% 20:53 http://t.in.com/8nbr Hence even if it is challenging this is one area where RIL can become bullish anytime and would like to have its own production going forward apart from the JVs....

Have investers dumped this company shares? Is the reputations of Mahindras is that bad?...

till yesterday there is no update in ms website about the transcript of earnings conference call. it seems someone need to remind them by sending an e mail reminder. (last time i sent an my request for this subject)...

you can expect fuel price hike immediately from OMCs which will fueling the inflation pressure further....

next round of quantitative easing by central banks of developed world is around the corner. that will surely pour into developing market equities including india. but to get that cheap money flow into indian equities we/our policy makers should look to solve the domestic issues as i mentioned below. by the by one can bet on gold investments than equity for headging. again that cheap money flow will increase the inflation pressure further for developing economy....

heading towards below 50 mark.........

noway to reach nifty 5600 levels in near/medium term unless rupee strengthern firmly, inflation colling down, interest rates are coming down and government policy reforms start lined up.......

past history of maran brothers says they will go any extend to protect their business interests....

both sun tv and sundirect is having no.1 market share in whole south india in their respective fields....

you can expect fuel price hike immediately from OMCs which will fueling the inflation pressure further....

next round of quantitative easing by central banks of developed world is around the corner. that will surely pour into developing market equities including india. but to get that cheap money flow into indian equities we/our policy makers should look to solve the domestic issues as i mentioned below. by the by one can bet on gold investments than equity for headging. again that cheap money flow will increase the inflation pressure further for developing economy....

TCI sets a 6-month deadline for govt to act on charges against Coal India

After lying low for a few weeks, The Children’s Investment Fund (TCI) has fired a fresh salvo at the Indian government, effectively setting a six-month deadline to act upon the allegations put forth by the foreign institutional investor in the matter of Coal India (CIL).

In its latest letter, TCI — which holds a little over 1% in Coal India — has asked the Indian authorities to come forward for ‘formal negotiations’ for an ‘amicable settlement’ of the issues that have been raised by the former on numerous occasions. Meanwhile, reports suggest that the coal ministry officials are not keen on meeting with representatives of TCI who had sought a meeting on May 29.

Further, TCI has categorically said that the letter is a notice under the agreement signed between India and Cyprus in 2002 for mutual promotion and protection of investments and further action will be taken if the government fails to act within six months.

“For the avoidance of doubt, this letter is written notification of TCI Cyprus` claim under Article 9 of the (India-Cyprus) Treaty,” says the three-page letter written on May 16.

“We, therefore, request that the government of the Republic of India enter into formal negotiations with TCI on behalf of TCI Cyprus seeking amicable settlement of these claims under the Treaty... Failing such settlements within six months, we reserve our rights to initiate arbitration in accordance with Article 9 of the Treaty,” it adds.

The letter has once again alleged that while the board of Coal India failed in its fiduciary duties, the government is forcing the board to abuse minority shareholders with illegal price controls. “The Republic of India`s recent conduct with respect to CIL has seriously impaired the business activities and operations of CIL and has contravened the Treaty,” says the letter.

TCI has alleged that it was wrong on part of the government to direct CIL to sell coal under Fuel Supply Agreements (FSA) at a discount of up to 70% compared to the international prices. Further, TCI has raised a red flag over the government decision of directing CIL to enter into additional FSAs with power companies wherein CIL will have to unconditionally guarantee supplies or face severe financial penalties.

“TCI Cyprus fully reserves all of its rights against India, including the right to claim compensation for the harm caused to its investments by these violations, both under the Treaty and any other applicable instrument,” says TCI.

The foreign investor has already written many letters to the board of directors of CIL and the secretary of the ministry of coal, alleging that while the board failed in its fiduciary duties, the government is forcing the board to abuse minority shareholders with illegal price controls.

http://t.in.com/anVg...

Shareholders quitting Reliance....... http://t.in.com/1nY8...

for MS, mahindras are not so transparent towards its investors and market participants....