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Dear ck.kislay,
You are subscribed to the thread "Indian Stock Advice Trading Strategies Trends Market Predictions & Regulations" by pcpune, there have been 16 post(s) to this thread, the last poster was neokewl.
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
These following posts were made to the thread:
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: vaibav123
On: July 8 2017 07:25 AM
[U][B]For those who invest in Debt funds[/B][/U] Read this: [url]http://www.business-standard.com/article/companies/red-flags-emerge-for-india-s-bond-market-as-farmer-bailouts-rise-117070800059_1.html[/url] Populistic short term debt waivers have long term adverse effect on fund management and flow. One time waiver of loans is unhelpful to farmers as well our public finances and may be good only to boost electoral prospects of some parties. Instead of attacking root causes of farmer issues-irrigation,cold storages,elimination of middlemen easiest path of waiver adopted.
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Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: vaibha4096
On: July 8 2017 10:03 AM
Stocks are really in la la land . When the corrections happens many people will lose their shirt [url]http://www.business-standard.com/article/markets/india-inc-s-fy17-capital-expenditure-growth-at-25-year-low-of-6-117070701397_1.html[/url]
With warm regards,
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Posted by: Manoj2012
On: July 8 2017 12:35 PM
Admins and Moderators ........ What's Happening with IREF ..... ? Where has the Multi-Quote and EDIT Button suddenly disappeared ... ??
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Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: Hairpin
On: July 8 2017 02:01 PM
[QUOTE=revhappy;n2531141] Are you not afraid that the velocity of money has reached 1970 levels and that recession is staring at us? (Actually it has been staring at us since 2009, but never mind), An what about the fact that global debt has reached $217,000,000,000,000..... oooooooohhhhh. Zero Hedge made sure that the number is written with the zeros so that you really get scared. Still not scared?[/QUOTE] If you refer my stocks holding. Most of these are low beta stocks. Significant exposure is in FMCGs segment and blue chips. This was conscious decision since last two years looking at the NIFTY PE figure. In fact I have done analysis of my returns vis-a-vis NIFTY PE. Please refer attached image. Secondary axis is NIFTY PE. [IMG]https://mail.google.com/mail/u/0/?ui=2&ik=9c907f3908&view=fimg&th=15cdf63d09c7dcfc&attid=0.1&disp=emb&realattid=ii_15cdf6398c0e1a3a&attbid=ANGjdJ_QSOqkYu10d1FoOTY_MIjcIvcup-SYNOBwyOax3KfED8BO7oQ-A-TboxSaxjUD-xF4uwOpYzfiDMa1fbMOCW8T4cSVlk80p0C_XstgvGmb2KCDIj2HL8n3gkI&sz=s0-l75-ft&ats=1499502037127&rm=15cdf63d09c7dcfc&zw&atsh=1[/IMG] According to this image, I am pretty sure that my equity XIRR will dive to negative territory as soon as PE goes below 20. This can be derived from the image. Further since Decemver 2014 - i.e. time since I have started investing, NIFTY never went down below 21 (approx). So yes, the lowest I could buy was at NIFTY PE 21. This exposes my exposure to the risk of significant correction. The moment there is recession or significant correction, I know that my exposure will go in significant negative territory. But that is what I am waiting for. I have put significant amount of sum in liquid funds waiting for such corrections. Meanwhile, along the way, I am maxing out my and my wife's PPF as equities hardly give buy low opportunities now a days. The forum members suggestions are always welcome as they help me improve my portfolio. PS: The above image also shows that my equity portfolio is giving higher returns than my MF portfolio, except in recent past as I am adding Coal India, Infosys and ONGC significantly as they have corrected recently.
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: Hairpin
On: July 8 2017 02:19 PM
The image above is not reflecting so posting it again. [ATTACH=CONFIG]n2531402[/ATTACH]
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Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: revhappy
On: July 8 2017 02:49 PM
[USER="166024"]Hairpin[/USER] In early Feb 2016, Nifty touched 6900. At that point PE was 18. I am not sure if it will go there again soon. But globally it seems central banks are planning to increase rates. In the initial phase this will bad for bonds and good for equities but later phase it will be bad for both bonds and equities. Gold is pretty much finished now. I think cash or near cash are best.
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: neokewl
On: July 8 2017 07:21 PM
[QUOTE=revhappy;n2531141] Are you not afraid that the velocity of money has reached 1970 levels and that recession is staring at us? (Actually it has been staring at us since 2009, but never mind), An what about the fact that global debt has reached $217,000,000,000,000..... oooooooohhhhh. Zero Hedge made sure that the number is written with the zeros so that you really get scared. Still not scared?[/QUOTE] you can be in a recession & stock market still making tops !
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: neokewl
On: July 8 2017 07:25 PM
[QUOTE=vaibha4096;n2531323]Stocks are really in la la land . When the corrections happens many people will lose their shirt [url]http://www.business-standard.com/article/markets/india-inc-s-fy17-capital-expenditure-growth-at-25-year-low-of-6-117070701397_1.html[/url][/QUOTE] You have triple top formation with Nifty { based on closing values after day's trade }. I am expecting a correction shortly. But reach correction Nifty has rebounded with vengence .. This most recent rebound banks DID NOT participate ..Expect a bazooka when Bank Nifty moves closer to 24,000 .. 9800 coming shortly... its a buy on dip market. Stock prices have nothing to do with capex or eps { yeah, bite me } .. DII fund flow on Friday was 700 crores :)
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: neokewl
On: July 8 2017 07:38 PM
Colpal looks a good buy at 1089-1090. Target : 1105, 1120.
With warm regards,
Team IREF
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Posted by: krgopalan
On: July 8 2017 08:12 PM
I have a mutual fund account, now want to buy stock here and there whenever I have surplus. Is maintaining a death and paying commission for buying is not of value go a small investor? Can someone post the expense numbers for buying.
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: neokewl
On: July 8 2017 08:50 PM
SEBI pans p Notes unless hedged.. this is net positive for equities but monday should see some knee jerk reaction [url]http://www.thehindubusinessline.com/markets/stock-markets/sebi-bans-pnote-on-derivatives/article9755000.ece[/url]
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: vaibav123
On: July 8 2017 08:50 PM
Why is HPCL share price having a free fall? It is going ex bonus and ex dividend on 11 or 12 Jul.
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Team IREF
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Posted by: neokewl
On: July 8 2017 09:58 PM
Put Call ratio spikes to 1.26 .. I guess with the SEBI directive, the puts from FII will be forced to cover... the question is when. [url]http://economictimes.indiatimes.com/markets/stocks/news/spike-in-put-call-ratio-shows-nifty-may-correct-1-or-more-in-a-single-session/articleshow/59484386.cms[/url]
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: krgopalan
On: July 8 2017 11:47 PM
Hi neokwel, I intend to buy to hold for long term/ target return. Just want yo know whether maintaining demat acc. and buying commission worth say. Eg. Investing here and there rs.5k for long terms. Comparing ditectplans of MF.
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: neokewl
On: July 9 2017 12:35 AM
[QUOTE=krgopalan;n2531578]Hi neokwel, I intend to buy to hold for long term/ target return. Just want yo know whether maintaining demat acc. and buying commission worth say. Eg. Investing here and there rs.5k for long terms. Comparing ditectplans of MF.[/QUOTE] my suggestion would be to maintain demat account.. Dividend and bonus shares are added benefit... Large caps is better for your buy and hold strategy. You can keep adding on every Nifty correction of 50-200 points..
With warm regards,
Team IREF
https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations
Posted by: neokewl
On: July 9 2017 12:44 AM
[QUOTE=neokewl;n2531597] my suggestion would be to maintain demat account.. Dividend and bonus shares are added benefit... Large caps is better for your buy and hold strategy. You can keep adding on every Nifty correction of 50-200 points..[/QUOTE] ensure to enter at the right levels.. for example reliance industries is about 1490.. not the time to buy.. the stock needs to be entered around 1300 levels.. always ensure to chart it out to find these levels before buy is done. L&T is the other classic example... You may have to make a decision NOT to buy if its not at the right levels & miss out on a run, but its ok, the risk of losing capital is higher when levels are not right..
With warm regards,
Team IREF
With warm regards,
Team IREF
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