Italy risk is for real

Stock Markets have a tendency to price in most part of good or bad news in advance. Especially bulk of the bad news in advance. Thats what is happening with the fear prospects of Anti Euro coalition winning the Italian elections again.   Italian Bond Rout Political Crisis in Italy has triggered sell off in…

L&T delivers orders in Q4

My take on L&T Results : There are already lot of reports on L&T, so I wont talk much on the granular segmental numbers. So, lets keep it simple. We normally see results in positive light when company delivers profit higher than what street would be expecting from them. For top capital goods player, L&T,…