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Market View
Tracked by: 0 Boarder
radhika_nandlal,
You have awarded me with the words MONKEY and JOKER. You shall, NOWONWARDS, expect from me, not more than whatever jockers and monkeys can deliver !!!!!!!! ...
In reply to:
Is indian economy collapsing????!!!!
Posted by :
radhika_nandlal
Lalitdesh,
Quote
Talking about Indian and world economy, to my opinion ,is non precedented for 99 % of theinvestors. They want reply in streight lines.....
Unquote
Does the above statement make any sense????????You have been going on too long with phrases that would make Bush forget English altogether..
Ask mamashree to edit and then post it.
Tracked by: 0 Boarder
RN,
ROBINDRONATH TAGORE got his Gitanjali translated by ILIOT???
he got Nobel prize for his Gitanjali.
you shall have asked him about his knowledge of English!!!!!
Thanks to those who were concerned with thoughts and not the power of language.........
If you had been in France, I hope you had that experience.........
In reply to:
Is indian economy collapsing????!!!!
Posted by : radhika_nandlal
Lalitdesh,
Quote
Talking about Indian and world economy, to my opinion ,is non precedented for 99 % of theinvestors. They want reply in streight lines.....
Unquote
Does the above statement make any sense????????You have been going on too long with phrases that would make Bush forget English altogether..
Ask mamashree to edit and then post it.
Tracked by: 0 Boarder
Markets have rebounded today after the concerted government action over the weekend. Having been in a pall of sustained gloom it is nice to see positive on indices worldover. What next ?
Well again going back to basics maybe a bit helpful...and look what makes sense to investors when they look at India. One key word here is "Growth".
In this mayhem, classic targets for dumping have been growth stocks i.e. those companies which needed to raise cash and staples or regular cashflow companies seem to be universal advice.
I still dont agree with this, if you want to secure your money then please go to govt bonds or fixed deposits which are offering you high 10-12% yields. Why be in stocks ?
As the dust settles down, global companies and investors are likely to go to China, India, Africas again in search for growth and we are running scared here dumping growth stocks because they need financing ? This is like sweeping everything by one brush.
At these price levels, look at the odds ? If we take those growth themes out again and look at the stocks it is once in a lifetime opportunity to take positions.
What do I feel comfortable with. Commonsense...domestic consumption stories. Telecom has been amazingly resilient in this mayhem and I was gladdened to see finaly, Tata Indicom also doing corporate restructuing to write-off its losses. With a clean balancesheet, without lossesit should be very interesting. Similarly Idea and Reliance Comm presents immense value consequent to GSM foray.
Another commonsensical theme looks media and digital movement. You can acquire the leader properties in Business News, News, Regional channels at fraction of their peak valuations. Look at NDTV, Zee News and perhaps even Network 18. Similarly Dish TV presents compelling case for a dekko at 19 after having touched 100+.
Another pet theme in the markets have been to dump every company which announces a Rights Issue. I think this is getting overdone. While Jury may be out regarding Hindalco and Tata Motors who are essentially raising money domestically to fund their overseas acquisitions still recapitalisations at today beaten down rates may present a golden opportunity for investors. Firstly they get shares at cheap rates and the cash is going into the company which strengthens the financial strength of the company. I would actually recommend reading all those Letter of Offers more closely, seeing the underwriting tie-ups and selectively taking bets.
What may be avoided are those companies which have been indulging into complicated restructurings such floating subsidiaries, splits, demergers, partial spin-offs as in most cases these exercises have doubtful or fuzzy logics given to enhance value to shareholders. There may be exceptions to the rule but caution would be recommended here.
Another big spin-off of the meltdown is going to be a positive inclinations by governements to review adverse taxation and FDI regulations effecting some industries. Examples of this could be Aviation, DTH and Cable space, Real Estate and off course portfolio investments. These are absymally beaten down sectors and any liberalisation move can have big spin-offs to underlying companies.
And lastly, a small piece of advice. Have a medium to long term view on your investments and invest only the cash which you can spare and is surplus. ...
Tracked by: 110 Boarders
What is the reverse of 12000 and 3600??? 21000 and 6300 !!!!!!!!...
In reply to:
WILL NIFTY HIT 3600 & SENSEX TOUCH 12000
Posted by : pkk07
In the whole of this year, we have closed below PE 15 for Nifty just once. And that was last friday. Already people are talking about bull runs :(
All that will happen is that it will allow FIIs to exit at a better price. Retail will be fooled once again.
Tracked by: 0 Boarder
off course yes.fully agreed...
In reply to:
Where is the BOTTOM ? Sensex-10587/Nifty-3177
Posted by : CompletelyWrong
Nodick, do you agree with my comments on Pyramid Saimira board.
Tracked by: 0 Boarder
Words of Wisdom from a Great Leader who firmly believes in a balanced approach to Growth... Not too Agressive...not too conservative. ...
In reply to:
India must stop relying on global flows: Uday Kotak
Posted by : MMB Messenger
One Uday Kotak, MD and CEO of Kotak Mahindra Bank, expects this global pain to remain for the next three-five years. He strongly feels India has to stop depending on global flows because those economies themselves are in a problem and said that India needs to start relying more on our domestic savings and domestic ability to build our economy.
Where is the BOTTOM ? Sensex-10587/Nifty-3177
Market Analysis - Technical View
Posted by :
LalitdeshpandeyTracked by: 0 Boarder
Dear Sriman35,
Ok.. I mis - Spelled earlier. Now corrected....
This is the data for Friday..
Sharad Kotak Of
Kotak Investment
Opines that WHAT LOW FORMED ON FRIDAY CAN BE THE LOW FOR NEXT THREE MONTHS..............
Sensex Low on FRIFAY 10-10-2008 is =10239.76
NIFTY Low on FRIDAY 10-10-2008 is = 3198.95
Now let us see what happens from Monday.....
Lalit
...
In reply to:
Where is the BOTTOM ? Sensex-10587/Nifty-3177
Posted by : Sriman35
Hi Lalit desh pandey,
It is a matter of time before that target is reached. Though I have predicted a target of 8500 for sensex.. I am not 100% confident. But 4 digit mark is a certain (atleast in intra-day).
Present situation is beyond any one`s guess/analysis.
Regards,
Sri (Sriman and not Sriram)
Tracked by: 0 Boarder
for the followers who passed away.
who followed the wrong prophet .....
first
Nifty may rally to 5300-5500 levels in June: Ashwani Gujral
2008-05-16 09:31:51 Source : Bazaar/CNBC-TV18
second
I am in Reliance Field off Kakinada (Krishna Godavari Basin), buzzing
with activity. production expected to commence, may be mid-August.
Watch the Reliance counters in next few days which will be enough to
sustain the indices. Weather is no good and the roll and pitch of the
vessel makes internet connectivity a big trouble apart from myself
having to get tied up on Bridge. Will update in general, not exactly on
day-to-day basis.
17 Jul 2008:- Hope, all my friends are fully invested as on date as we
have seen 3800-3850 range yesterday. Now, hold tight, till we see a 25%
appreciation. Those with short term view may sell with 10%
appreciation.
It was joetom may his soul rest in peace.
and yet more
...
Where is the BOTTOM ? Sensex-10587/Nifty-3177
Market Analysis - Technical View
Posted by : CompletelyWrongTracked by: 0 Boarder
Nodick, do you agree with my comments on Pyramid Saimira board....
In reply to:
Where is the BOTTOM ? Sensex-10587/Nifty-3177
Posted by : Nodick
Really great call if it was made ... and congrates and Pandeyji problem is that most of investors are idiot retail investors who want to stay in fools` paradise and never like to read any message pertaining to mandi or price down. Let them sink if they will loose we will earn
Tracked by: 0 Boarder
I am concerned about delivery of Goods-RESULTS and not
------Who delivers; liked or desliked person
------ My purpose solved....................
I never test knowledge of vegetable seller when I buy vegetable. I stress on quality.
I never ask or comment on shop keeper about his knowledge of English. I just concentrate on what I want and whether he is in a position to deliver or not.
I am concerned about making maney in the stock market , and most of the boarders do have this goal only if they are traders or investors.
I am concerned only about what is posted on stock market when I log to MMB.......
In reply to:
Is indian economy collapsing????!!!!
Posted by : radhika_nandlal
Lalitdesh,
Quote
Talking about Indian and world economy, to my opinion ,is non precedented for 99 % of theinvestors. They want reply in streight lines.....
Unquote
Does the above statement make any sense????????You have been going on too long with phrases that would make Bush forget English altogether..
Ask mamashree to edit and then post it.
Tracked by: 0 Boarder
Yes. We have no reason to replicate the failure of US banking model to India. The bad asset quality that the US banks have mantained for long coupled with the negative global cues throughout this calendar year made banking bleed as much. India has a reasonable asset quality overall. The NPA s could rise but they would still be a controllable fraction. ...
In reply to:
Mkts near day's high, as European indices up 5%
Posted by : MMB Messenger
Bulls are back with vengeance. Benchmark indices are witnessing huge buying interest led by banking, metal, technology, telecom, capital goods and power stocks. European markets have opened with huge gap up; FTSE shot up by 206 points, CAC up 173 points and DAX rose 225 points, which have helped our markets as well.
Tracked by: 0 Boarder
se Yamada, Managing Director, Louise Yamada Technical Research Advisors, feels the Nifty could fall to the 2,800 levels if it slips below the 3,000. ...
Guys
I fail to understand one thing is that if others (US and Europe) are printing currency in their backyard without any real backing for them (securities - like gold) then why is everybody including us trying to get thier paper (as good a Zimbabwian paper (where they have million dollar notes with which they might be able to buy a loaf of bread at best). Something worng in my uinderstanding or we are all being taken for a big ride to nowhere land ??
Calrifications are most welcome....
In reply to:
Why Lehman Failed & others didn\\\\\\\\`t . P-II
Posted by : Kalidas
for Richie,
Good puzzling question for many. Here are the answers ( I can not dilate on them here)
Richie:
Initially, when the stocks go up, the gold will come down and US$ may go up
Kalidas:
when you talk of $ going up, specify which stocks go up or down - US or India?
- Normally, when the stocks go up, it is known to be a measure of confidence, so the gold goes down. The $ goes up because to buy US stocks, one need to buy $. (It does not happen nowadays)
Richie:
Sir don`t you think that the current crisis is due to the lack of money in the system ?
Kalidas:
Right and wrong.
Right: The money disappeared into losses, so there is lack of money. It is like you lost 500,000 and have nothing left in the bank account.
Wrong: Every day you hear that FED prints $700 billions, FED intervenes with $900 billions, European Union inputs $650 billions (Euro 500 Bln) British Government pumps in 300 bln pounds in the form of take over and money supply
Further, these Kubers in charge of finances, have started issuing blanket guarantee for all banks. How could you stand a guarantor for some one when you do not know his status or extent of obligations?
Today, a stage has come that A Bank does not trust another bank. After few months, we will have situation that One Nation does not Trust another Nations. What will they do then?
Richie:
Don`t you think that the current rally in gold is also speculative
Kalidas: Anything one does not know and still try to meddle into it, it is called Speculation. All nations are now speculating because they promise to float/guarantee/disburse billions of paper currencies without knowing what for? This is speculative.
Gold is the only commodity which is not speculative over long run. My family bought Gold in 1961 for Rs 260/tola which is now Rs 13000/tola, that is 50 times in 50 years or 100% gain every year on simple rate basis. Property is next.
When we try to marry, we tend to speculate that the bride will be very good, she will mix up with the family, she will take care of entire family etc for which you spend rs 5 lakhs towards wedding expenses (investment). If the bride is really good enough, your stock did well and you would say that it was investment. If bride is not really that good, you would blame yourself for speculating.
The difference beween the Investment and speculation is as thin as the difference between Dawn and Day or Night; difference between DUSK and Evening or Night.
Richie:
Jab Insaan Ke paas paisa nahi hota, to kya woh sona lene nikelega kya
Kalidas: when the people distrust paper money, that you call wealth, they will go only for Gold. In second world war or partition time between India and pakistan, people fled their homes with gold, not paper currency which may not be valid in other country.
Jas Sona hi sachha paisa hai to Nakli paisa ki kya jaroorat?
Kalidas, Hong Kong
13-10-2008
Tracked by: 1 Boarder
Yes. A conservative policy has paid in handsome measure....
In reply to:
Do you believe that the Indian banking system is healthy?
Posted by : MMB Messenger
Dear Boarders,Do let us know your views and opinions on the poll.-MMB Messenger
Tracked by: 1 Boarder
yes, though indian banking system is sound compared to US, they will not remain insulated from the global slowdown. And they will be affected due to global volatility and our banks will make movements accordingly. Our banking systems are strong except ICICI Bank which soon can be taken over by government or SBI if there is any further deterioration in it`s financial conditions. Though bank is claiming that it has no expore to sub-prime assets, it is lying. If such happens then indian banks will be affected in short term. US subprime like situation can arise in India. But India will be least affected compared to US....
In reply to:
Do you believe that the Indian banking system is healthy?
Posted by : MMB Messenger
Dear Boarders,Do let us know your views and opinions on the poll.-MMB Messenger
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