Fairval

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Satyam and beyond..

Posted by fairval on January 10, 2009

The Satyam episode just reinforces what I have said for a few years.

Equity analysts add litte value — They are glorified journalists. Other than regurgitating what management says, they add precious little. Also, the world view is quite limited. They are unable to connect the dots, most of the time. To think that not one analyst had an inkling of this, quite shameful

Broking firms need to innovate – The way broking firms do research, or the value they aim to deliver to investors, hasnt quite changed in some 15-20 years atleast. This is one profession which simply hasnt innovated much, other than perhaps learning how to use Adobe maybe. There is so much more that can be done. Also, brokign firms really need to redefine what value they aim to deliver to clients..

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