August 19,2011 PMS Newsletter It is time to infuse more funds if you have sufficient liquidity. From the desk of Portfolio Manager December 16,2010 PMS Newsletter & Godrej Ind Update - Dec 2010 'Godrej' brand advantage, proven track record, systematic value creation approach and strong value of underlying assets make Godrej Industries a great value pick. From the desk of Portfolio Manager   71 kb May 26,2010 PMS Newsletter - May 2010 Sensex to cross 18000 soon! From the desk of Portfolio Manager   15 kb March 05,2010 PMS News Letter - March 2010 Market has been in a consolidation mode after the dramatic rise from the 2009 lows, and could continue to be range-bound for some more time From the desk of Portfolio Manager August 11,2009 PMS Newsletter - August 2009 SENSEX to remain around the current levels for the next few months and make returns on selective stock picking. From the desk of Portfolio Manager March 17,2009 Equity – Historic opportunity! The irrational behavior, guided by extreme pessimism won’t last long. Our equity market is breeding large number of multi-baggers today, a situation similar to 2002-03. From the desk of Portfolio Manager December 31,2008 Portfolio Management - Our Strategy in 2009 Let us focus on well managed and low-leveraged infrastructure and real estate companies, highly beaten-down media and entertainment companies with healthy balance sheets, and Companies quoting below book value and lower single digit PEs and still growing impressively. From the desk of Portfolio Manager March 05,2008 March 08. Right Time for Value Investing Selective investments in the Indian equities during March would lead to 30 to 50% return during FY 08-09 From the desk of Portfolio Manager January 21,2008 Sensex Momentum to decelerate.It's time for value investing India growth story is intact and the fast growing economy provides excellent investment opportunity for genuine investors From the desk of Portfolio Manager December 08,2007 Greetings from the Portfolio Manager Momentum seems to be slowing down.Time for value investing From the desk of Portfolio Manager February 01,2007 Greetings from the Portfolio Manager Equity as an asset class remains attractive From the desk of Portfolio Manager