People usually have the options to invest in Equities, Real Estate, Gold, Debt funds. The idea of investing is either to make the maximum returns possible from each of these asset classes or above a particular threshold ( which is my preferred option - I am happy with a return of about 16 % year on year). Let us review the Asset classes last year.For the sake of easy reference, I have used the Valueresearch site and taken the HDFC Top 200, Birla Sunlife G-Sec fund and Kotak Gold fund for reference. These are 3 main asset classes I believe in. Real...
Saturday, 29 December 2012
Saturday, 22 December 2012
In the breathless rush of analysts talking about 6200-6500, the markets have decided to take a pause. The markets were down 0.5% for the week. The markets also remained in our range of 5702-6114 for December. A break of both range extremities looks unlikely for the rest of this year.1. The US fiscal cliff remains uresolved. What is the fiscal cliff all about? Basically, US has accumulated a lot of debt. The US economy thrives on buy today pay later philosophy. The Debt needs to be brought under control. Typically, when a individual is under debt,...
Saturday, 15 December 2012
The markets dipped by 0.5 pc for the week, thus negating the gain of the first week of December. After 2 weeks of December we are at the same level we were at the end of November. At the beginning of the month, I had predicted a range of 5702-6114. We have thus far covered 5839 - 5965. The range for the first 2 weeks implies that we will not breach the range of 5702 - 6114 in the month of December.1. The Reserve Bank will decide on the Interest Rates on Tuesday. I expect the rates to remain the same for this month and a cut in January. The reason...
Thursday, 13 December 2012
After a decent rally from the low touched in Jun ‘12, Sensex seems to be stuck in a range – neither moving up much, nor falling down. Retail participation has been low. Those who missed the rally may be waiting for a deep correction to get in. Others are probably waiting to jump in once the index hits 20000.In this month’s guest post for Subhankar I had argued in favour of gold as an investment avenue because the domestic and global economy is in doldrums.----------------------------------------------------------------------------------------------------------------------------------------Gold...
Saturday, 8 December 2012
The Government managed to pass the FDI in Retail quite comfortably in both houses of the Parliament. So, what is next in line? The markets responded by gaining 0.5 pc for the week. What is next for the markets?1. The FDI in Retail got cleared thanks to the M & M support. This has further implications then just the retail FDI. The Government can get more reforms passed due to this stability. Mayawati will not withdraw support as it suits her if the elections are held as later as possible. Mulayam has to play along as the givernment can survive...
Saturday, 1 December 2012
The markets have gained 4.6 pc for the month of November. There seems to be a mild sense of euphoria in the markets. Let us try and see how markets have performed in the month of December and our strategy to handle the same.1. First the good news. Historically the markets have tended to remain positive in the month of December. They have been negative only 3 times in the 11 years under study.2. Next the picture changes when you take the November...
Saturday, 24 November 2012
The markets gained about a 1 pc for the week on the Nifty and continued trading in a range. This range bound trading has gone on for several weeks and will soon lead out to a breakout in either direction. Let us try and examine the various possibilities both technically and fundamentally.Fundamentals:1. The Government is pushing through the Divestment program. LIC has been allowed to buy upto 30 pc of a company. It was 10 pc earlier. This coupled with the news that LIC plans to invest 25000 crores in the equity markets in the remaining 4 months....
Thursday, 22 November 2012
Auto Sales are very closely tracked to monitor the ecomony of a country. I had written a guest post for Subhankar yesterday. It can eb accessed at the below link:http://investmentsfordummieslikeme.blogspot.in/2012/11/a-look-at-4-wheeler-auto-segment-guest.htmlToday, there was an article in the Economic Times, reproducing it for your beneift. This article can be accessed at the below link:http://economictimes.indiatimes.com/news/news-by-industry/auto/automobiles/car-wars-maruti-on-top-hyundai-tata-motors-mm-toyota-in-race-for-2nd-spot/art...
Saturday, 17 November 2012
In a truncated week of trading, the markets fell about 2 pc to end at 5574 which is below its previous low of 5583. Is it a time for a bounce? Let us try and explore what the markets have to say.Last week, I had mentioned of 3 probabilities:I would give the 3 probabilities, following % chances of coming true:1. Wave C-4 continuing till 5450 - 5525 (40 pc)2. Wave C5-2 in progress till 5625 (40 pc)3. Major wave down till 4000. (20 pc)Probability 2...
Subscribe to:
Posts (Atom)