[www.niftyviews.com:26554] The Curious Case of Kitex-Amit Mantri, 2Point2 Capital (Dated piece, but worth reading)

The last 3 years have been exceptionally good for small cap investors in India. The BSE Small Cap index has more than doubled, driven by an increase in P/E multiples and also fairly good earnings growth. There are several companies in the small cap universe which have delivered astronomical

[www.niftyviews.com:26559] Nifty May Open Gap Down As The Global Market Is Under Trump’s “Fire & Fury” & Escalated NK Tensions; Indian Market May Be Further Under Stress Amid “Shell Cos” Fiasco

Market Mantra: 09/08/2017 (09:00) SGX-NF: 9965 (-39) For the Day: *Key support for NF: 9940-9890* *Key resistance for NF: 10020/10065-10115* *Key support for BNF: 24500-24250* *Key resistance for BNF: 24900-25150* *Hints for positional trading: Strategy-SELL ON RISE* *Time & Price action

[www.niftyviews.com:26558] Nifty “Shell Shocked” By0.87% Amid SEBI Crackdown On The Suspected “Shell Cos”; Tepid Global Cues After Subdued China Trade Data Also Dragged The Indian Market Today

Market Wrap : 08/08/2017 (17:00) NSE-NF (Aug):10004 (-87; -0.87%) (TTM PE: 25.26; Abv 2 SD of 25; Avg PE: 20; TTM EPS: 395; NS: 9979) NSE-BNF (Aug):24705

[www.niftyviews.com:26557] CLSA-Is It Different This Time?

Is it different this time? Market and economy doesn’t appear overheated This week, India’s benchmark Nifty touched five digits for the first time ever. Are markets overheated? In USD terms, the Nifty is about 3% below the previous peak and 8% shy of peak valuations reached a decade ago. The market