Tuesday, September 18, 2018

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 10 post(s) to this thread, the last poster was ashish18.

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: TruthSeeker1

On: September 18 2018 08:59 AM

[QUOTE=revhappy;n2623817][QUOTE=TruthSeeker1;n2623735][QUOTE=Sharpj;n2621981]It has been 10 years since the 2008 market crash.. wonder if anyone learnt their lessons or people are still Euphoric. It was a time that was scary.. with countries like Iceland almost Bankrupt.. Lehman Brother went Bankrupt on September 15 .. and it was so sudden.. It was crazy times.. [/QUOTE]no lessons learned problems now are magnitudes bigger .... Eaisest thing to see now is the countries that remained realtively safe in the last crisis are the ones that will blow up big time in the next crisis... because these are are the contries that raked in all the new debt created by the FED due to their relatively better credit worthiness... Canada,Australia and other emerging markets are at huge risk now as deleveraging cycle begins.. [/QUOTE]First you said US is in a debt mountain and FED will not be able to raise rates and if they raise even 25bps, then they will not be able to pay interest on their own debt. What happened to that thesis? Now you guys shifted from US and are saying EMs are in trouble. This is the problem with doomsayers. You keep changing your goal posts and you are just looking for some kind of negative news to feed your frenzy. Venezuela, Zimbabwe and now Turkey. [/QUOTE] despite many of the thesis coming true like rupee tanking ,crude going back up bears never get any credit ... this is why in investing you are never right.... about fed not being able to raise i agree i never thought they are that stupid but even those miniscule rises are wrecking the world.... and its not done until they are able to raise them to pre crisis high and shrink the balance sheet to preciris level.... 2. percent interest rate is still negetive when cpi is well bove fed target... i am right about US debt sittuation... did you check their latest deficit... ? its doubled since last year... the intial rush of dollars flowing back and ephoria caused by tax cuts is what is keeping it afloat... but writing is on the wall...

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 18 2018 11:16 AM

100 bucks invested in the Motherson Sumi IPO of 1993 would be worth Rs. 3.22 lakh today. If you had bought that instead of a Maruti 800 A/C model then, you'd be sitting on a pretty kitty of ~60 crores today. [url]https://auto.economictimes.indiatimes.com/news/auto-components/motherson-says-rs-100-invested-in-stock-in-1993-is-over-rs-3-22-lakh-today/65781173[/url] Guys - Can someone tell me ( or if there is any tool where i can do it myself ).......10k invested in ACC ( 1990-91 ) .....what it would be worth now ? regards sbajaj

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: Sharpj

On: September 18 2018 01:00 PM

Naw.. I think though the thesis come true, the outcome is not what you seem to predict so the skepticism .. The markets seem to be resilient and seem to have built in these scenarios.. so though there is a dip, the outcome of an destruction or collapse is not reasonably close I had asked you earlier.. can you tell when it will crack.. 6 months.. 1-2 years.. I don't think anyone can have a definite answer.. [QUOTE=TruthSeeker1;n2623862] despite many of the thesis coming true like rupee tanking ,crude going back up bears never get any credit ... this is why in investing you are never right.... about fed not being able to raise i agree i never thought they are that stupid but even those miniscule rises are wrecking the world.... and its not done until they are able to raise them to pre crisis high and shrink the balance sheet to preciris level.... 2. percent interest rate is still negetive when cpi is well bove fed target... i am right about US debt sittuation... did you check their latest deficit... ? its doubled since last year... the intial rush of dollars flowing back and ephoria caused by tax cuts is what is keeping it afloat... but writing is on the wall... [/QUOTE]

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: souravaec

On: September 18 2018 01:33 PM

[QUOTE=Sharpj;n2623901]Naw.. I think though the thesis come true, the outcome is not what you seem to predict so the skepticism .. The markets seem to be resilient and seem to have built in these scenarios.. so though there is a dip, the outcome of an destruction or collapse is not reasonably close I had asked you earlier.. can you tell when it will crack.. 6 months.. 1-2 years.. I don't think anyone can have a definite answer.. [QUOTE=TruthSeeker1;n2623862] despite many of the thesis coming true like rupee tanking ,crude going back up bears never get any credit ... this is why in investing you are never right.... about fed not being able to raise i agree i never thought they are that stupid but even those miniscule rises are wrecking the world.... and its not done until they are able to raise them to pre crisis high and shrink the balance sheet to preciris level.... 2. percent interest rate is still negetive when cpi is well bove fed target... i am right about US debt sittuation... did you check their latest deficit... ? its doubled since last year... the intial rush of dollars flowing back and ephoria caused by tax cuts is what is keeping it afloat... but writing is on the wall... [/QUOTE] [/QUOTE]Though it is not possible to predict correctly when the market could crack, is it a good idea to balance portfolio based on the nifty PE ratio? Or is it a better idea to "ride through" the ups and downs by sticking to equity stocks/ MFs/ SIPs? What is your take?

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: revhappy

On: September 18 2018 03:43 PM

[QUOTE=souravaec;n2623905][QUOTE=Sharpj;n2623901]Naw.. I think though the thesis come true, the outcome is not what you seem to predict so the skepticism .. The markets seem to be resilient and seem to have built in these scenarios.. so though there is a dip, the outcome of an destruction or collapse is not reasonably close I had asked you earlier.. can you tell when it will crack.. 6 months.. 1-2 years.. I don't think anyone can have a definite answer.. [QUOTE=TruthSeeker1;n2623862] despite many of the thesis coming true like rupee tanking ,crude going back up bears never get any credit ... this is why in investing you are never right.... about fed not being able to raise i agree i never thought they are that stupid but even those miniscule rises are wrecking the world.... and its not done until they are able to raise them to pre crisis high and shrink the balance sheet to preciris level.... 2. percent interest rate is still negetive when cpi is well bove fed target... i am right about US debt sittuation... did you check their latest deficit... ? its doubled since last year... the intial rush of dollars flowing back and ephoria caused by tax cuts is what is keeping it afloat... but writing is on the wall... [/QUOTE] [/QUOTE]Though it is not possible to predict correctly when the market could crack, is it a good idea to balance portfolio based on the nifty PE ratio? Or is it a better idea to "ride through" the ups and downs by sticking to equity stocks/ MFs/ SIPs? What is your take? [/QUOTE]Do you remember, the famous Wiseman became super bearish when Nifty had bottomed out in Feb 2016? Since then markets have gone up more than 50%. Even at that time PE was 22. Wiseman was calling for single digit PE. So it is all relative.

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: Sharpj

On: September 18 2018 03:43 PM

My take is you need to look at your ability to take risks and ride the downturn. If you have been in the market for long.. you will use the opportunity if there is a downturn to accumulate. (Yes when there is a downturn, you think it will never recover so you end up doing nothing). Yes the conservative approach is to balance your portfolio specially if you are older and closer to retirement as your ability to take the risk of volatility reduces.. I might ride through the ups and downs by sticking with Equity and MF SIP's, but that necessarily might not be the right approach for you. [QUOTE=souravaec;n2623905]Though it is not possible to predict correctly when the market could crack, is it a good idea to balance portfolio based on the nifty PE ratio? Or is it a better idea to "ride through" the ups and downs by sticking to equity stocks/ MFs/ SIPs? What is your take? [/QUOTE]

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: revhappy

On: September 18 2018 07:39 PM

In my view more money has been lost waiting for a correction, than in a correction itself. People should be normally invested in equities in passive ETFs, don't bet on stocks or sectors. Entire market won't crash. Individual stocks can crash. Even better if you can invest globally according to MSCI allocation, than a single country allocation. Indians look at equities like some kind of ******** den, trying to pick stocks, time the market etc. In the US, people have already given up on active investing. Just stay invested and don't give your money to any middle men for management. One day hopefully Indians will get there.

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: NG2012

On: September 18 2018 08:40 PM

[QUOTE=revhappy;n2623948]In my view more money has been lost waiting for a correction, than in a correction itself. People should be normally invested in equities in passive ETFs, don't bet on stocks or sectors. Entire market won't crash. Individual stocks can crash. Even better if you can invest globally according to MSCI allocation, than a single country allocation. Indians look at equities like some kind of ******** den, trying to pick stocks, time the market etc. In the US, people have already given up on active investing. Just stay invested and don't give your money to any middle men for management. One day hopefully Indians will get there. [/QUOTE] Yes. I liquidated most of my stock holdings in 2016 --- Market has been on steroid since then. Its been two years since I am waiting for the crash and its not happening.

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: jaijai

On: September 18 2018 11:07 PM

As the saying goes, people tend to overestimate short term change and underestimate long term change. Indian economy is undergoing a transformation. And I think market is underpriced and has not fully factored in the transformation in Indian economy.

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: ashish18

On: September 19 2018 02:53 AM

[QUOTE=souravaec;n2623905][QUOTE=Sharpj;n2623901]Naw.. I think though the thesis come true, the outcome is not what you seem to predict so the skepticism .. The markets seem to be resilient and seem to have built in these scenarios.. so though there is a dip, the outcome of an destruction or collapse is not reasonably close I had asked you earlier.. can you tell when it will crack.. 6 months.. 1-2 years.. I don't think anyone can have a definite answer.. [QUOTE=TruthSeeker1;n2623862] despite many of the thesis coming true like rupee tanking ,crude going back up bears never get any credit ... this is why in investing you are never right.... about fed not being able to raise i agree i never thought they are that stupid but even those miniscule rises are wrecking the world.... and its not done until they are able to raise them to pre crisis high and shrink the balance sheet to preciris level.... 2. percent interest rate is still negetive when cpi is well bove fed target... i am right about US debt sittuation... did you check their latest deficit... ? its doubled since last year... the intial rush of dollars flowing back and ephoria caused by tax cuts is what is keeping it afloat... but writing is on the wall... [/QUOTE] [/QUOTE]Though it is not possible to predict correctly when the market could crack, is it a good idea to balance portfolio based on the nifty PE ratio? Or is it a better idea to "ride through" the ups and downs by sticking to equity stocks/ MFs/ SIPs? What is your take? [/QUOTE]Unless you are a very experienced trader/investor, According to some data 86% of the times you would not be able to beat someone who is doing SIP. So, easy answer is SIP.

With warm regards,
Team IREF

With warm regards,

Team IREF

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