tag:blogger.com,1999:blog-52047927470609343632024-02-20T01:42:30.129-08:00Best blog on Indian equity markets and other information- Er Rohit K. PanditaIndian equity markets and other information. Investing in equities-How?Why?When? Through whom? How much? How Long? .... Answer to all your queries and much more.How to turn 25 paisa into Rs 26.9 crores!er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.comBlogger64125tag:blogger.com,1999:blog-5204792747060934363.post-90888585873846386382022-07-04T22:12:00.000-07:002022-07-04T22:12:46.328-07:00<p><b><i> lot of moise</i></b></p><p><br /></p><p>ukarine war, commodity price upward spiral etc etc...key to making money in this noise is to identify compamies which will double their profits in next few years, invest in them and forget the rest.</p><div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-38761778561146336692022-04-26T08:06:00.001-07:002022-04-26T08:06:40.602-07:00<b><i>what if the ukaraine war ends?</i></b><div><br /></div><div><br /></div><div><br /></div><div>
if so then the world equity markets may hit the roof. otherwise commodity prices will do. so invest accordingly.</div><div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-49615656973133615422021-11-04T02:44:00.000-07:002021-11-04T02:44:20.385-07:00<b>be very cautious</b>
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<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-54238533176856544402021-08-04T01:48:00.003-07:002021-08-04T01:51:12.877-07:00<b>pendulam swing of equity markets<i></i></b>
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<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-24252033782066421642018-09-12T23:18:00.000-07:002018-09-12T23:18:11.321-07:00Be v v cautious<div dir="ltr" style="text-align: left;" trbidi="on">
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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
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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..<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-78195941652810302292017-06-20T03:40:00.001-07:002017-06-20T03:40:53.629-07:00be very cautious<div dir="ltr" style="text-align: left;" trbidi="on">
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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...<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-13150605715385480902016-08-10T22:25:00.000-07:002016-08-10T22:25:06.052-07:00be cautious<div dir="ltr" style="text-align: left;" trbidi="on">
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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.<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-3960082276299039002016-07-13T02:04:00.000-07:002016-07-13T02:04:03.613-07:00bye bye r3<div dir="ltr" style="text-align: left;" trbidi="on">
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R3 created a mess in indian economy...indian economy can't grow with astronomically high interest rates especially when some countries like Japan have negative interest rates..i know comparing India with Japan is comparing apples with oranges..but the fact is that india with its huge underpriviliged poor population can't afford low growth. India has to grow at double digits to lift this huge population to a better economic level. and for that we need low interest rates.
r3 also did huge damage by making banks calculate their NPA now in real time when all the core sectors steel, cement...are in bad shape as drivers of economy like real estate, infra etc were in bad shape or recovering after the misrule of previous govt.. it is like telling a sick marathon runner to run the marathon when he is unwell. after the economy had recovered would have been a better time for this excercise.the result is crores of red spread over P&L statements of psu banks..
hence departure of r3 is good news.
the new rbi gov we hope is more pragmatic.<b><i></i></b>
for the investor keep an eye on new listings & identify & invest in genuine high growth promising stories on decline. <div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-66470701291052009432016-05-23T23:56:00.000-07:002016-05-23T23:56:36.981-07:00overpromise underdeliver!!!<div dir="ltr" style="text-align: left;" trbidi="on">
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this is what the modi govt has done since coming to power. after promising the moon the ground delivery has been far less than what could have been. for instance can u believe that a business where the demand far far outstrips supply is running on losses...yes it is true in unbeleievable India...indian railways is the business.
the result of all this high talk & low deliverance is that indices are at the same level where they were before modi came to power.
so only thing & the right thing an investor can do is to identify cos. that are growing inspite of all this under performance & stay invested in them.
also keep about 50% of portfolio in debt & invest in growing modestly priced cos. ( very difficult to find)as & when u come across such co. or wait for a big fall & buy then for a sure shot more than 50% return as the market recovers.
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<b>Stay your course!!!<i></i></b>
the slowdown in chinese economy has brought huge upheavel in commodity markets & hence in the global economy.
from everybody being bullish a few months back to almost eveyone now bearish is swift change.
what should you now do as an investor?
stay your course. if you have bought shares of well run cos. at reasonable prices, don't worry.
remember that the bearish argument always appears to be more intelligent!!!<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-90505474557518136552015-08-05T00:01:00.000-07:002015-08-05T00:01:18.576-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
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<b>One of the only game in town with one of the only asset classes...<i></i></b>
with the collapse of shanghai equity market, greek tragedy in europe, russian brazil....commodity collapse linked problems which is a big plus for india...hence india seems to be one of the Only game in town.
the gold collapse along with real estate stagnancy makes equity to be the only asset class left to chase in one of the only game in town.
buy your favourite cos. for reasonable valuations & hold tight for your ride on the gravy train!!!!<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-83192229683464847352015-05-13T21:53:00.000-07:002015-05-13T21:53:04.519-07:00Modi ji moving in right direction<div dir="ltr" style="text-align: left;" trbidi="on">
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in one year of governance modi ji & his team have taken the right steps in the backdrop of an opportunistic united opposition who don't even want the practical & much needed reforms like GST ,Land bill to become a law & hence benefit us.and the complete misgovernance of congress of many decades.
they know that the success of this govt. will see a repeat of gujarat at centre too.
be company specific with respect to your equity investment. if the co you have invested in is doing well, the valuations are reasonable stay put. the overvalued mediocre performance ones should be subject to sell bias.<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-49132555974545965282015-02-19T22:53:00.000-08:002015-02-19T22:53:24.880-08:00evolution is not a substitute for revolution!!!!<div dir="ltr" style="text-align: left;" trbidi="on">
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the massive revolutionery mandate modi govt got in the national election should have been seen rightly as a mandate for drastic immediate change....a revolution.instead modi govt. seems to be going for evolutionery change with the idea in mind that they have 5 years t deliver...what is the hurry!! but leave aside 5 years....even 9 months is a long time...the drubbing from aap is a warning to modi t deliver fast or ...
if he delivers than indian economy is at the sweet spot of falling commodity prices & interest rates.
we live in interesting times..
keep a bias towards sell in equities...<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-43253779803883785782014-09-03T23:03:00.001-07:002014-09-03T23:03:44.916-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
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Modi effect-
If Modi manges to deliver- which going by his track record, he will- then India is in for a huge consistent growth in future. And if the economy grows & advance so will the stock indicia. And hence the co. share prices...So as always buy quality high growth stocks & sit tight t enjoy the ride t wealth creation
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Modi effect-
If Modi manges to deliver- which going by his track record, he will- then India is in for a huge consistent growth in future. And if the economy grows & advance so will the stock indicia. And hence the co. share prices...So as always buy quality high growth stocks & sit tight t enjoy the ride t wealth creation
<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-12771050966961777012014-09-03T22:49:00.001-07:002014-09-03T22:49:08.145-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
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Modi effect-
If Modi manges to deliver- which going by his track record, he will- then India is in for a huge consistent growth in future. And if the economy grows & advance so will the stock indicia. And hence the co. share prices...So as always buy quality high growth stocks & sit tight t enjoy the ride t wealth creation
<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-30985790896634690832014-06-01T23:59:00.000-07:002014-06-01T23:59:21.447-07:00Investment opportunities galore<div dir="ltr" style="text-align: left;" trbidi="on">
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<b></b>Looking for investors for Investment opportunities galore
1. Opportunity to buy a substantial stake in a consumer facing co. with a
turnover of Rs850 Cr ,
net worth much more thanRs90 Cr,
net profit Rs Cr 9cr
is selling for Rs 38.8 Cr..
Co. owns & plans to sell a parcel of land valued at a min of Rs 50Cr. So we are practically getting the co. for free. Talk of having your cake & eating it too!!!!
And there are many more such investment opportunities.......
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<i></i><b></b>As you sow so shall you reap:<b></b><i></i>
Congress wasted 60 very very precious years of our country caring about one thing only- how the Nehru family can continue to rule this country......
But the final nail in the coffin was wasting last 10 years in trying to get R ...baba ready to become king while a puppet sat on the throne keeping it warm for him.....now they have t pay for their sins......
I think this will be the end of congress era.....
Stay invested in high growth cos....the returns can be mind boggling...as mentioned one of my multibagger stocks- Accelaya kale I had bought for Rs 119 –since then i received more than this amount back as dividends....now my princapl investment is zero & I still own the shares selling at present at a MP of 670....
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Multi bagger- J&K bank
it was only in 2003 that J&K bank share price was Rs 25 only and there were no takers for it.
2014 the same is selling for Rs 1688- an approximate 68 bagger in 11 years giving an approx. 47% compounded p.a. return!!!!! If the dividends received are added to it I think the compounded p.a. return will be 71% p.a..
To top it all, in 2013, the shareholders received a Rs 50 per share dividend!!!!! twice there purchase price of Rs 25 in 2003....
A real case of having your cake & eating it too!!!!!!
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a pack of lions led by a donkey can lose and a pack of donkeys led by a lion might win....this summarises the sad state of Indian economy over the lost previous decade....but now winds of change seem to be there & we may get a change for the better in terms of central govt. leadership.....one more reason to start accumulating shares of good companies still selling for a discount.....<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-36625082051250965492014-02-22T21:22:00.000-08:002014-02-22T21:22:03.580-08:00Multibaggers:<div dir="ltr" style="text-align: left;" trbidi="on">
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<b>Multibaggers:<i></i></b>
even in the present scenario of very bad governance in which the Indian equity indici are at the same level they were 6 long years ago, yours truly has managed to invest in some multibaggers like:
Thinksoft purchase price Rs80 in 2012, present price Rs 270, Acelaya kale PP Rs 119, present P Rs670 & many more....
Morale of the story- though difficult, with right expert advice it is possible to create wealth even in static markets<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-10578593757741852392014-02-20T02:47:00.002-08:002014-02-20T02:47:39.139-08:00<div dir="ltr" style="text-align: left;" trbidi="on">
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<script src="//platform.linkedin.com/in.js" type="text/javascript">
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<script type="IN/Share" data-url="www.rupeekul.blogspot.com" data-counter="top"></script><div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0tag:blogger.com,1999:blog-5204792747060934363.post-40557266202079224012013-11-24T02:44:00.000-08:002013-11-24T02:44:01.545-08:00<b>TO GET STARTED FOR CREATING WEALTH:<i></i></b>
I have been receiving many requests as to how people can start investing in equities to make wealth. Here is a simple step by step guide :
<b>STEP1:</b> After mutual discussion, we decide on asset allocation, industry allocation, company allocation. The charges for my service are paid.
<b>STEP2:</b> Open a demat a/c. with a broker.
<b>STEP3</b> :The shares are purchased through the broker. Payment is made to the broker . The shares purchased remain in the investors demata/c. Investor receives the dividends, bonus issue, rights issue, buy back / open ofeers....
<b>STEP 4:</b> At the opportune time, shares are sold. After one year of ownership, there is no tax on the profits. There is profit sharing with me after each quarter/ year.
Charges:3% of funds invested or Rs11000 per annum (i.e. Rs 30 per day only!) whichever is higher. And 7% of net profits at the end of each quarter/ year.( Pl. note that I have to ensure that we make profits so that I can get this 7% profit sharing!)
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In the meantime the huge flow of liquidity is raising indian indices to new highs although the indian economy is at its bottom with not much change expected in future. So be wary of this rise as it can stop or turn into a fall as soon as liquidity drys up<div class="blogger-post-footer">Spread the word!</div>er rohithttp://www.blogger.com/profile/06910535068137492907noreply@blogger.com0