Blame it on elections: I guess we are overdone in terms of downside the election funds are being pumped like this i don kw but somehow if we see historical P/E and dividend yields its better than 2% for sensex stocks :: FIIs are getting good returns in terms of USD to India than why are we in trouble
oil has shown sign of weakness believe it or not free fall till $122 seems likely, is a great possibility in that scenario we ll definitely cheer , we have overdone in terms of estimating wrong nos the PE for large caps are 10-12
the problem is inflation specially for next qrtr or so.
I see threethings ore to correct from here on that ll impact steel to correct it ll lead to correction in specultion more people would have negative bias attached in mth or so for metals thus a part of WPI is taken care off
Nw see the next part OIl ll definitely correct petroleum inistry ll react first if oil corrects thus cost of living ll reduce
RBI actions of CRR hike ll create dent for sectors bt wht abt if everything is checked in terms of speculation I guesss the rally is here to come
Moreover earnings downgrade thn y one expects HDFC to post 47% on large base i guess analysts hype downside and upside a 205 expectaton would have rallied the stk to 2000 or more so if model of a company is doing what oughts to be done than who is making mistake number crunchers or analysts. THe no. seem to be decent its just things are overhyped 16% y-o-y growth for 38 of 50 stocks of nifty a 20% plus for remaining i don see reason for downside ..... Why u expect so much when we r in trouble comeon 47% increase in NII from a bank when CRR and others rates are taking tall on bank profits.....
Analysts go wrong and create blunder US stks rallied today cos they had too tooo much negative factored in . US inventory data ll change again around $122. What can we do . Rely on siple dynamics i don see Indian economy growth below 7.25%... The stocks are at mouth watering levels its just we need liquidity that is been sucked by players who knw hw to create a mirage of everything
Please remeber a PEG ratio of less than 0.4 means buy . You would not find stks at 7-8% yield with quality management Long term medium term investors please strt picking.. i guess nw u must have learnt FII formula and making money on shrt sell bt ny for more days they ll return they have to return we r at mouthwatering levels adjust 8k wid groth and u find we r there again 4-5% correction i m nt best in the business nor have FII frnds asking thm nt to sell they r selling cherry to polish there poor performance back home guyz u trust Indian stk market the rt time or else 18mths ypu ppl will regret stating tht we never thought its going to give handsome returns
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2 comments:
y did u stopped writing?
thanks for sharing ..nice article
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