overpromise underdeliver!!!

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.

Stay your course!!! 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!!!

One of the only game in town with one of the only asset classes... 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!!!!

Modi ji moving in right direction

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.

evolution is not a substitute for revolution!!!!

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...

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

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