Tuesday, April 26, 2022

what if the ukaraine war ends?



if so then the world equity markets may hit the roof. otherwise commodity prices will do. so invest accordingly.

Thursday, November 4, 2021

be very cautious the euphoria in indian equity markets and globally too is remnicient of the sub prime bubble of 2008 and the subsequent crash... the rush of ipos reminds one of very much hyped ipo of reliance power ipo and similar hyped ipos like nyka etc...now. so be aware and book someof your profits

Wednesday, August 4, 2021

pendulam swing of equity markets from desperate fear of mar 2020 to greed of 2021 the equity markets true to nature have swung like a pendulam. with positive gdp growth cycle, credit cycle , corporate profit cycle and hence resulting positive investor psychology cycle we are in for a bull market

Wednesday, September 12, 2018

Be v v cautious


The ruling govt has done exactly what I had predicted... Over promise.. Under deliver..With the result that the economy is not growing fast enough.. Except indici stocks..Others share prices have fallen or remained unchanged..making common investor wonder what is happening... Clearly showing stock markets are in bubble territory and are being manipulated..So remember be v fearful when others are greedy and vice versa.....Be v cautious and keep equity 10% to 15 % of your total portfolio now

Sunday, July 1, 2018

Be v cautious


All the signs of a bull market peak are there in the market now..Indices are not going anywhere..Shady company share prices have touched new highs..There is a huge rush of IPO at v premium prices read overpriced...So exercise high caution..As has been rightly said those who forget history are condemned to repeat it..

Tuesday, June 20, 2017

be very cautious


with stocks at all time high -Avenue Supermarts Ltd trading at a p/e of 100!!!! one should be very cautious. The indicii are also trading at a high of 21... all the veterans agree that the maximum upside to the market is about 30 %. I think the downside risk is same or much more than that. The warning signs are all there...global rise in stock indexes irrespective of the economic fundamentals...rising interest rates in US... To be sure this boom like always will be followed by a bust...so this is the time to be very cautious with a high inclination towards sell...

Wednesday, August 10, 2016

be cautious


The comparative high interest rates are choking any meaningful high growth in indian economy.The coming of new RBI gov is a welcome step along with the expected lowering of bank interest rates that will definitely give a fillip to the indian economic growth rate. Most of the cos are now trading at fairely valued or overvalued levels. So it makes sense to be cautious & keep a bias towards sell side except in case where the growth of the co is very strong & the co has many years of growth & expansion in front of it.The microfinance sector is one such sector. GST is expected to be long term positive for the economy. So keep your fingers crossed & keep on looking for high growth cos. for investing in.