Sunday, September 10, 2017

IREF - Subscribed Threads Update

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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 2 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: vaibha4096

On: September 10 2017 06:14 PM

GST system has crashed and businessman are crying sitting in front of computer and not doing business. We may soon GDP at 4% next year. Sack the FM now !!!!

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 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

With warm regards,

Team IREF

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