“October Effect” – Fact or Fantasy..
The stock markets have its own superstitions, sayings and lunacies.Some of them are connected with certain months, some with dates and some with specific days.Old stock market adage says “Sell in May and Go away”, “The back to school trade is always down,” and “Remember September always underperforms.”As per the Chinese calendar, August is considered […]
Why is Market Sentiment so poor..??
Of late, despite a record mandate for the ruling government, relatively benign macros, low oil prices, reasonably good monsoon, falling interest rates, low inflation, fiscal prudence by the government and many such favourable factors, the sentiment remains poor. In terms of year-to-date performance of the top 50 equity markets in the world, we are now […]
What To do in the Equity market now?
In recent times, if the sea of red on your portfolio statement is prompting you to lose faith in equity investing, your mind is telling you to stop your SIPs and go back to FDs, just remind yourself of, why you began to invest in equity in the first place.If you started your equity-fund SIPs […]
Are we facing a Recession – 2019?
Recession – The Dreaded R word. Various Dictionaries Describe recession as a period of temporary economic decline during which trade and industrial activity are reduced, generally identified by a fall in GDP in two successive quarters. Since the Industrial Revolution the long-term macroeconomic trend in most countries has been economic growth. However, with this long-term growth […]
Will the Sensex Double under NAMO 2.0 ?
Phir ek baar Modi Sarkar ! The Sensex welcomed the Election mandate and has hit 40,000 in a bout of euphoria – the highest it’s ever been.Politics and economics have a very symbiotic relationship and go hand in hand. Political stability plays a crucial role for a flourishing business environment. With the Modi government returning to power […]
Sensex @ 40000 and beyond..
The BSE Sensex, The benchmark index, made new highs on the 2019 results day and scaled the hallowed 40000 Mark, achieving a growth of 400 times in 40 years. The 30-share Bombay Stock Exchange sensitive index (BSE Sensex) has forever been the barometer of India’s growth since inception in 1979. When someone says ‘Sensex’, it […]
Elections 2019 & beyond….
The outcome of the general election has for long been touted as a key trigger for markets in the first half of 2019. Unlike 2014, most strategists and psephologists are still not willing to call the elections yet, though most seem increasingly confident of NDA return to power albeit with a reduced majority. The market […]
Wars, Terror and the Stock Markets ?
There is an old stock market proverb, which advises “buying to the roar of cannons and selling to the sound of trumpets.” Nathan Rothschilds old Maxim also states, “that the best time to buy stocks is when blood runs in the streets.” The stock market reaction during recent incidents like Kargil conflict also prove the […]
Elections and the Stock Market
Are you worried about the impact of the General Elections on your Portfolio? As the country moves into the Election mode and gets ready for the General Elections in May 2019, there will be a lot of noise in the media. The ruling party will make tall claims of their achievements whereas the opposition will […]
Price Earnings (PE) Ratio : Mysteries explained
The market is more expensive today than it was a year ago. Does a move in NIFTY from 10000 to 11000 after one year make it more expensive? We all hear that, but do we really know what they are talking about? The P/E ratio is one of the most popular and most used valuation […]