My recent presentation on outlook on Stock Markets

How to become Bull among Bears ?
I recently (about two months back) gave a presentation to a group of audience. It was a update on Indian Stock market explaining the macros impacting the market and how to spot bull among the bears. Thought of sharing this with all of you !

24 comments:

Anonymous said...

excellent!!!!! good stuff. I'd love to attend your presentation

rgds,
Kabir

komal said...

Hi Rajesh,
What is the furture outlook for housing sector in US and how does it impacts indian stock markets ?

thanks & regards
Komal

Sameer said...

dear rajesh

I am a avid reader of your blog and am following this blog for last one year. However, I am missing the Investment Ideas that you use to put before. It would be great if you can post some investment ideas so that the readers can benefit by buying in the falling markets.

yours,
sameer

javed said...

Komal...very good question. How can US housing rates impact Indian markets ...I dont think they do impact ...at the most they add to the negative global sentiments.

ishaan said...

Rajesh...good presentation...I wish you post more through slides as it looks very informative...one question -

you have mentioned in your ppt that markets are ignoring domestic cues...this means that a whole lot of good news is yet to be factored and if that happens markets are bound to go up ? Am I right ?

Rajesh Soni said...

Thanks Kabir!

Rajesh Soni said...

Hi Komal,
I am not an authority on this subject, however I believe the impact would be negative to the extent of impact of a slowdown in US economy. Housing sector in US has been plauged by steep drop in rates and the sub prime crisis has further dug it deep.

Rajesh Soni said...

Hi javed,
thanks for being a long time reader. I a sure you would found it useful. Yes, I am planning to put some posts, but at an appropriate time.

Rajesh Soni said...

Hi Ishaan,
Its correct that markets have ignored positive domestic cues, but the situation now is that inflation has become the prime domestic cues and there is no relief on that front. Further the subprime crisis and resultant US recession has overshadowed everything else. So I dont expect miracles in immediate short term.

Anonymous said...

nice presentation rajesh

regards
Kavita

Anonymous said...

Sir,
Markets are tumbling day after day...where will it stop finally ? 14000.....130000....or 12000 ? your comments please.

anoop said...

Hi Rajesh

What is the strategy on the stocks that you mentioned in your earlier post ? Some of these have come to attractive levels. Can we start accumulating them ?

Rajesh Soni said...

Thanks kavita,
I am planning to put some more in coming month.

Rajesh Soni said...

On Anonymous comment....

I am not sure where it will stop, but I have started picking up few stocks for the value they present overa period of time say 1 year. It's still not time to thonk of making big bucks in short duration. Today's rally was a technical pullback and a sort of relief rally...so markets will take say another month to fully discover their bottoms...meanwhile the strategy should be to start picking up good stocks that have been beaten up ...but in small lots...so that you canpick up more if markets fell further....hope this helps!

Rajesh Soni said...

Yes anoop , As I said in my reply above, one need not wait for bottom fishing because you never know the bottom unless you see a sharp upmove from those levels and by the time you realise it's late for shopping. So select few stocks which you think are at good levels to buy and present good opportunity and start stacking them in samll bits.

ranjan said...

Hi Rajesh,

Of the stocks that you have mentioned in your watch list, Skumar has got particular attention today...the stock has zoomed to 106...Can I enter now in the stock or wait for correction? What do you say ?

Ranjan

Avinash said...

what is the future of ranbaxy ? is it a buy or sell at current levels ?

Anonymous said...

the markets are coming down heavily...investors wait for 13500 level on sensex to resume buying !!

prateeksha said...

Hi Rajesh,
Is it the right time to buy in the markets or should one wait for some more time? When do you see a bottom? fed up of daily downtrend...i think we desparately need some rally going forward

Rajesh Soni said...

Hi Ranjan
This is one of my favourite stock and I investing in this stock since 22 levels (this was when I first recommended this stock on this blog). Well the way markets are heading down, you can grab it at little lower levels.

Rajesh Soni said...

Hi Avinash,
Ranbaxy has got change of hands hence the volatility in the stock.however I do not see any major changes in the fundamentals. I would suggest sell on every rise.

Rajesh Soni said...

well said anonymous....yes, the markets are down but I would suggest not to wait for bottoms...start accumulating in smaller lots

Rajesh Soni said...

Hi Prateeksha,
yes, the dowmntrend has been a longer one...but the uptrend in not visible in immediate future ...I think one should invest with a 6-12 months timeframe...markets are not going to skyrocket in few sessions as the wounds are deep...The fear factor is on and I belive this is the right time to hoard some quality stocks.

PENNY STOCK INVESTMENTS said...

Great leed