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Hello all, the winter is still there, but markets are hot. Today markets were up, there might be corrections in between but the overall sentiment remains positive. Shares of logistics companies might do well because of the boom in e-commerce and general improvement in manufacturing and finished good required to be transported to the customer. Eg.. Gati, Snowman Logistics. Private Banks seem to do well, as bad loans will be less in future. Banks will see a growth of 13% to 15% P.A.once the capex cycle picks up it will grow furthur. Oil prices will remain low for sometime according to OPEC Secy General, which is good for the Stock Market. Markets seem to be in bullish zone. Factors to watch out are theISIS situation in Iraq were the President of US has taken an approval from Congress for US military intervention.Delhi Elections are also a factor to watch out. HAPPY INVESTING AND TRADING.

WISH YOU ALL A HAPPY SANKRANTI. Markets were down today, this week Markets have seen up’s and downs. MARKETS ARE VOLATILE. Some analysts are bullish on oil and gas stocks despite a fall in prices. The prosperity of the country is likely to be there due to lower oil prices. Foreigners have sold $312 million of local shares for this year,versus a net inflow of $16 billion in 2014. Indian stocks and bonds may attarct about $18 billion to $ 20 billion in 2015, versus last years combined inflow of $42.5 billion. according to Credit Suisse group.Metal stocks plunged today. The market returns might not be as good as 2014 as the figures speak. But, value picks can be done in certain scrips. HAPPY TRADING AND INVESTING.

Good Evening all. Yesterday was a blood bath in the market falling down by 800 points or more today market fell by 78 points. The reasons being the Greek crisis in Europe which is undergoing an election which might not be in the European union, is a bad thing. The continuous fall in oil prices which has come to less than $ 50 a barrel today has been assumed that, there is less Industrial activity.   The opinions are conflicting. The oil declining in India seems to be a very good thing for the country.As India imports 80% of its oil the falling prices will save the country precious Foreign exchange and reduce our fiscal deficit. Plummeting commodity prices will keep inflation within 5%, below the Central Banks 6% target for January 2016. The decrease in oil prices will have a manifold effect with increase in demand for automobiles both passenger and commercial vehicles. With inflation down due to decrease in oil prices the chances of interest rate cut are there which is good for the Economy. On the whole the opinion is mixed it is not definite wether such decrease in oil prices will benefit the world. There is a opinion that, we are in deflation ie lot of lowering of prices. This leads to less demand as the economic activity is less. India, is a net importer, not an exporter this deflation might be good for India, but Indian Economy is open and we have to cater to the Economies of the other world which seem to be in not so good shape. We have a huge domestic market which is good for us but, we also need a good market abroad as, we do a […]

Hello , The year is coming to an end today, from tomorrow is the new year 2015. Let me wish you all A VERY HAPPY NEW YEAR. 2014 was an eventful year for the Markets with the sensex and Nifty zooming to new highs with the Modi factor and a comfortable International situation. Markets might unfold well in the year 2015. The fall in crude prices has been a very good thing for the markets, which has helped economies like India. The interest rates are expected to be cut which can lead to a high credit growth.The BSE sensex is the best performing among the worlds biggest markets after China. Analysts have cut the sensex growth rate by 1% for the year ending March 2016. Foreign Investors have sold $ 249 million in December, paring this years inflow to $ 16 billion. A global sell off is expected in 2016 according to Bloomberg. Coming back to India the markets have slowed down a little due to the ending of the Honey moon period of Modi. Expectations are too high so the Markets were euphoric in these months since May. Markets are expected to be good but the valuations will not be as high as 2014 as most shares had gone up to good levels.  Many stocks have to be seen in the regional perspective. For example, hair oil which was considered a dead product some time back is still going strong. So, investors are to be aware of the strong demand for products in our region. Ex.. Newspaper is dying in western countries thereby no demand for newsprint, but its demand is still more in India. On the whole markets are expected to perform better, as conditions […]

Good Evening all, Markets were down today owing to be the last day for derivatives tomorrow ie Thursday December 25th being a Christmas holiday. Many Foreign Investors are on a vacation so, the activity is less in Markets. The day swings need not be bothered much, as this is a normal course in the markets. The future looks good with the stable and good Government at the center and the International situation being good. Indian Markets have given a fantastic returns in 2014, so you can see tempered returns in 2015.India is a multi year story so, it can generate good returns over the next few years. 12 to 18 months in the five year period investors are expecting a lot of macro changes happening, and expectations of a lot of imbalances in the Economy to be corrected is there.Post this period it is going to be an earnings led economy. Earnings of companies are expected to be good.A higher GDP growth rate is expected.Private Sector Banks are preferred than State owned Banks, as the Asset quality of Private Banks are better, compared to State owned banks. Rate cuts are to be watched out, and if a rate cut happens Auto sector stocks will be the first beneficiary.Oil prices are going down this is a good thing for some economies and also hurting some economies thereby, it is a mixed bag.FDI in Insurance sector is much expected but not been able to pass the bill because of less numbers, in the Upper House of Parliament the Rajya Sabha.The Prime Minister might use an ordinance, to allow more Foreign Investment for Insurance in Private sector and make mining more transparent. This ordinance will be valid for 6 […]

Today Markets went up, due to short covering the other reasons are, the rate hike being deferred by the US, this not only sparked Indian markets  but other International markets. The rupee bounced up and crude oil went up which had gone to the bottom . Markets had corrected themselves going down a lot, this led to another correction of going up thus leading to a higher sensex. This is a technical market and much need not be worried about now.  It is an aberration as these swings will always happen and what has happened is a healthy one. The fundamentals are very good and the quarterly results of December has to be seen. December is usually a dull season as the FII s have gone on vacation.So, the markets are good in the long run. Short term markets are to be ignored but, the long term is very good. So, stay invested and take advantage of the short term rallies. HAPPY INVESTMENT AND TRADING.

Hello everyone, the markets have come down, it is a correction but all reasons do come for the fall for the market. The situation seems to be a little bad now. The markets are recovering from the honey moon as they had gone up to very higher levels. The correction is good as what goes up has to come down.Some aspects, which are not good has happened. China, which is the fastest growing country in the world seems, to be on the decline. Peoples Bank Of China is injecting 400 billion yuan into the Chinese Banking system the Government Bank injecting money into its own country is a weakness of the Economy of China. The joint Managing Director of Havells Limited the leading electrical appliances manufacturing company in India  says overall sales have tapered off for all segments. This is a bad thing as Havells is a good company, in the electrical segment . Foreign Institutional investments in equities have come down which in turn leads to a fall in equity prices.   The bright spot is the results of companies have been good and oil prices have come to a 9 month low which is good for the Nation  as our import bill comes down, this leads to more money in hands of people.The markets will not be as high as before as some sanity has set in , the markets will give opportunity to all its a time to identify the right stocks, booking of profits and re entering good stocks is a good thing. Some stocks, can be bought for long term at this point. But, in the long run markets are bullish and this is a temporary aberration. HAPPY TRADING AND INVESTING.

Today’s article will appear tomorrow ie 11/12/2014 Thursday  Thanks.

On Monday the 8th of December the promoters of Infosys sold their shares bringing their holding to 13.2% post sale. The gain was a whopping Rs 1893/ per share after nearly two decades the company was formed. The promoters 4 in number have mentioned that the shares were sold for personal gains and philanthropy which has been  well taken by the analysts and the Managing Director. But, the Markets reacted by falling by Rs 11/ the next day ie Tuesday. The scrip which was quoting at Rs 1988/ was quoting at Rs 1971/. This obviously is not well taken by the Investors. Various doubts come into the minds of Investors regarding the confidence levels in the management of the company or is something cooking up inside the company. It is but natural, to get suspicious about the on goings inside the Company once the promoters sell their stake. though the integrity of the promoters cannot be questioned till now it will leave a lingering suspicion in the minds of Investors. Nothing is illegal in this transaction not their is anything to cry about. But, INVESTORS BEWARE of what is happening. Investors as they have put in their money should always be alert of what is happening than take things for granted.

Hello Everybody, the weather in my town Bangalore is getting colder but the markets keep us in good stead. Markets which closed on a record high on Friday, are correcting themselves since Monday. The markets which were on a continuous Bull run the whole of last month are in a correction mode now. The Bombay Stock Exchange closed with a Market Cap of Rs 100 million for the first time ever. The RBI has left interest rates unchanged . According to reports the period of lower Inflation and higher growth lies ahead.Though interest rates are unchanged it has not effected the markets much.November inflation figures and October Industrial output will be the next trigger for the Market.The Advancing of shares outnumbered declines by a ratio of 1926 to 1088 on the Bombay Stock Exchange. Crude oil has fallen which in turn leads to decreased inflation with more money in the pockets of the people which is good for the Market. Now, the action in some stocks. ONGC was up by 3%, after agencies report indicated that the Government is considering reworking Company’s subsidy formula we had recommended ONGC  to buy.Hindalco was down as it has to restructure it’s debt of Rs 63000 crores. Insurance Companies such as Reliance Capital, Bajaj Finserv have climbed on news of FDI in insurance making headway. Construction Stocks like NCC,IVRCL,Gammon India have also rallied as the Government eased FDI rules in construction sector. Advancing of shares outnumbered declines by a ratio of 1926 to 1088, on the Bombay Stock Exchange. The Markets generally seem to be on a strong wicket with corrections on some days which is very healthy for the Market.HAPPY INVESTING AND TRADING.