Friday, November 13, 2009

Where are opportunities to invest at present....

Hello,
Volatility is ruling the markets these days as we are seeing no clear direction for the markets.. as i have written in my last blog that markets made a great run from 8000 to 16ooo in case of sensex n 2650 to 5100 in case of Nifty and are still ruling at these levels with very high volatility
The question for the investors is that if they want to deploy there money presently , what r the avenues or which sectors are there to enter at present levels

The first one to be invested is sugar industry, all the sugar stocks are showing good strength because there is huge shortage of sugar worldwide which is supporting the sugar prices. Presently sugar prices in retail are 40/- Kg which assures good profit for sugar companies and these prices will remain firm till fY010

The Second sector could be the Power sector. India have huge shortage of Power and Government is also showing good interest to promote this sector, Lot many power projects are being executed by these companies and future is really bright here.

Last but not the least Engineering and Infra space is very lucrative to be invested. India have intact growth story and the infra companies will play good role for the Gropwth of Modern India and will definitely benefit from it.

This is my outlook to be in the markets in current scenario.Have a gr8 time

Sunday, October 18, 2009

Wats the mood of markets now....?

Hi,
After a long confusion n laziness i am finally writing my first blog, without wasting your time i am directly moving to the topic
From Last Diwali to Diwali of 2009,Nifty gained 91% and there was approximate same gain in the Sensex, means approx 100% return in equities in 1 yr as compared to 7% in banks. Most of the indices have moved sharply in the same time period including Metal,Autos n Banking. Most of the stocks have given wonderful return in the tune of 100% etc.
The main question arises here is that, How many of investors gained from this rally?... ans is that very few retail investors are beneficiaries of this movement, there is feeling of left alone in this rally in their minds.
Wat to do now?
Another question is that wat now these people can do?
Again there is confusion... whether to invest or to wait for correction... nobody can actual predict the market movement.But the fact is that market is moving ahead of its fundamentals. The current PE is 18X FY10 earnings which is not the cheapest valuations among the emerging markets
keeping the above things in mind now one should not be in hurry now to invest, rather v should wait for correction, n selectively pump our money in fundamentally strong stocks to get good returns.
"Fear when everybody is greedy, be greedy when everybody is fearing"
-Warren Buffet