BSE and KSE

[ashtray]

Re: BSE and KSE

@Matsui

KArina in my estimation you can go till mid-feb. Although it could belonger considering the enormous amonts of FII that is coming in. Khanu, even on a arb strategy for FX trading, you can make an easily/guaranteed 7% return due to the continued depreciaton of the dollar.

** If I am a betting man in the long term, I would bet sectorally on larger players in pharma and lifesciences and ITES. Companies like Dr. Reddy’s labs, Ranbaxy and Cipla are going to continue to eat into the marketshare of the larger players around the world adn are a sure bet on some drug discoveries that are on a mass level. **

You dawg, you had been eyeing these for over 2 years.