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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 5 post(s) to this thread, the last poster was Manoj2012.
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: neokewl
On: September 11 2017 05:54 AM
[QUOTE=neokewl;n2550979][QUOTE=sbajaj;n2550826] Thanks [USER="126676"]neokewl[/USER] I already have most of them on my watch list but i think they have run up too much n too fast. In bajaj category - I think Bajaj Holdings is the best bet ( no real business of there own but thrive on interest and dividend from bajaj finserv and bajaj finance ). DHFL was the one i was talking about which has run upto 40% in less than a month. It's a solid company with potential but it zoomed while I remained just a spectator waiting for a correction :-( A big tectonic shift is coming in Automotive sector ( EV and related tech ). Many companies are going to be next kodak / M.otor.ola / N.okia ( more or less finished ) and many will emerge as the next big thing ( apple / samsung / HTC etc ). Idea is to figure out who will lead the game in EV segment ( makers and supplier ). I found Igarashi mortors very interesting but very expensive ( suppliers to Tesla). [B]UTI Transportation & Logistics Fund [/B]- What is your views on this ? It's a unique fund and star performer from the last 12 years ( 22% per annum returns from the last 12 years......1 lakh invested in 2005 is 11 lakhs in 2017). It's pretty good return IMO ....worth taking a big bet on this fund ? I would like to bet big on automotive sector......I think a big packet can me made from this sector in coming times ( risk-reward ratio is very attractive ). Please suggest / discuss something in this sector. regards sbajaj[/QUOTE] Hold off the EV investments until the policy is clear.. Electric vehicles are not viable if a business has to function on its own w/o subsidies. The other development is a more recent from Mazda which has designed an extremely efficient ICE. { internal cumbustion engine }. WIll Indian manufacturers push this remains to be seen? I am sure some lobbying will start so that firms don't need fresh investments. Yeah, you are right its a big game changer in the industry. I would like to see the subsidies being offered to the firms by the govt before jumping into investing.. UTI fund : I am in it for last 2 years now...Given me about 30% & I am pretty happy with it. I think its worth it & stay in it for atleast 3-5 years ...[/QUOTE]indian automakers push back on EV " [h1][b]Auto makers may go slow on electric vehicles " [/b][/h1] [b]http://www.livemint.com/Industry/9IwVpeuC8jHKribowff5fP/Auto-makers-may-go-slow-on-electric-vehicles.html[/b]
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: sbajaj
On: September 11 2017 02:12 PM
[QUOTE=neokewl;n2551642]indian automakers push back on EV " [h1][B]Auto makers may go slow on electric vehicles " [/B][/h1] [B][URL="http://www.livemint.com/Industry/9IwVpeuC8jHKribowff5fP/Auto-makers-may-go-slow-on-electric-vehicles.html"]http://www.livemint.com/Industry/9Iw...-vehicles.html[/URL][/B] [/QUOTE] [USER="126676"]neokewl[/USER] When is 9700 coming as you predicted ? another 2 weeks ? I am waiting to see those levels so that i can pick some cherries :-) at the moment it looks like one way traffic only :-(
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: September 11 2017 02:16 PM
[QUOTE=sbajaj;n2551727][QUOTE=neokewl;n2551642]indian automakers push back on EV " [h1][B]Auto makers may go slow on electric vehicles " [/B][/h1] [B][URL="http://www.livemint.com/Industry/9IwVpeuC8jHKribowff5fP/Auto-makers-may-go-slow-on-electric-vehicles.html"]http://www.livemint.com/Industry/9Iw...-vehicles.html[/URL][/B] [/QUOTE] [USER="126676"]neokewl[/USER] When is 9700 coming as you predicted ? another 2 weeks ? I am waiting to see those levels so that i can pick some cherries :-) at the moment it looks like one way traffic only :-([/QUOTE]yeah, i am expecting by end of Sep series..
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: sbajaj
On: September 11 2017 02:30 PM
[QUOTE=neokewl;n2551728]yeah, i am expecting by end of Sep series.. [/QUOTE] Thanks @neokewl I hope to get some sane entry levels.
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: Manoj2012
On: September 11 2017 04:31 PM
[url="http://indiatoday.intoday.in/story/free-fall-in-gdp-numbers-structural-not-transient-sbi-report/1/1044944.html"]http://indiatoday.intoday.in/story/...tural-not-transient-sbi-report/1/1044944.html[/url] [b]Free fall in GDP numbers[/b] [b]structural, not transient: SBI[/b] The SBI report states that the government may cut expenditure to meet the 3.2 percent fiscal deficit target Mumbai, September 10 (PTI): India's GDP growth was expected to decline in the first quarter of the current fiscal, but the 'free fall' in the numbers shows that the problem is more structural than transient, says a report. India's economic growth slipped to a three-year low of 5.7 percent in April-June, underscoring the disruptions caused by uncertainty related to the GST rollout amid slowdown in manufacturing activities. According to the report, the negative impact of the Goods and Services Tax (GST) on growth has been 'majorly emphasised'. "Though there has been a lot of talk about manufacturing de-stocking ahead of GST and its impact on GDP, a significant de-stocking in both consumer as well as investment intensive sectors was already taking pace in 2016-17," said SBI's research report Ecowrap. With fiscal deficit touching 92.4 percent of the budget estimate by the end of July, the government may cut expenditure to meet the 3.2 percent target, the report stated. In absolute terms, fiscal deficit-- the difference between expenditure and revenue-- was Rs 5.04 trillion of budget estimate till July, against 73.7 percent in the same period last fiscal. The report, however, was quick to point out that with the uncertainties involving GST and monetary policy support to growth not forthcoming, it will not be prudent on the part of government to reduce spending as other growth drivers are missing. There is no harm if the government spends the proceeds arising out of better GST collection to push capex rather than shore up revenue numbers, it suggested. The report, which analysed data of 1,695 listed firms, noted that there is significant de-stocking in both consumer and investment intensive sectors in 2016-17, implying that "there was general slowdown amidst which companies have been running down the existing inventory". Investment intensive sectors, it said, were more affected by the general slowdown and uncertain environment in 2016-17, while consumer intensive sectors have been more affected by demonetisation. Further analysis of a sample of 2,306 listed companies whose results are out for the first quarter of this fiscal showed that 40 out of 69 sectors have shown QoQ decline in sales and this is much lower than the 2016-17 growth rates, it said. Important sectors in manufacturing like capital goods, consumer and engineering goods have performed dismally and this is a cause for concern, it added. "Combining all the above factors, rebound in GDP growth is unlikely in coming quarters. It is only by the first quarter of the next fiscal that growth can witness an uptick provided asset resolution takes place by then," the report noted.
With warm regards,
Team IREF
With warm regards,
Team IREF
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