Tag Archives: investor sentiment

Investor Sentiment at all time High:Extreme Bullishness

By | February 13, 2013 5:54 pm

Movements in equity prices are driven by many factors, such as the economy, government policy, earnings, interest rates and valuation. But we think tactical moves (<3 months) are often better explained by sentiment, positioning and technical. While macro, policy and valuations matter, sentiment has worked well in recent years as a contrarian tool to identify… Read More »

Defer GAAR till 2016-17: Shome panel

By | September 2, 2012 9:24 am

Foreign investors have been offered long-term certainty in tax laws, including postponement of the controversial general anti-avoidance tax rules (GAAR) until at least 2016-17. A committee set up by Prime Minister Manmohan Singh to examine all aspects of taxation of foreign investors has also recommended that tax certificates issued to them by the Mauritius government… Read More »