Showing posts with label boom. Show all posts
Showing posts with label boom. Show all posts

Wednesday, October 19, 2011

Tuesday, August 23, 2011

International sugar : Euphoria in the making !







Beware !
There could be an euphoria in International Sugar prices coming very very soon !
A sudden rise just like silver and gold could be seen in this run..


23/8/11


Monday, August 15, 2011

This is not 2008 !



This is not 2008 !
A lot of savvy investors are looking for  2008 kind of bloodbath so that they can invest in companies of their choice to get superior returns from their portfolios.
But looking back ..one must take a note that 2008 was a peak of euphoria in all asset classes be it risky or safe. Most of them were quoting at astronomical levels with huge euphoria...a small bit of good news was igniting stocks but all the bad news and warnings were being thrown out of the window.
Now..it seems that no one is interested in equities ., although markets are not dirt cheap but they are at reasonable levels of valuations. 
Due to high commodity prices, interest rates, US and Europe debt problems  equities are now being  thrown to buyers at any prices, short selling is going on relentlessly. No body seems to hear any good news but discounting all bad news...just opposite what they  they did during  2007-08 euphoria..!  
....continued


11/aug/2011 

Friday, July 22, 2011

Telecom sector : next big thing ?




Today's tariff increase by Bharti Airtel could be a turning point for Indian telecom industry.
It shows that excesses in this industry have started to cool off and going further Indian telcos can do well. At least this could be the end of tariff war for now...

 22/7/2011

Wednesday, March 30, 2011

Raging bulls


Beware of raging BULLS all around the World ...esp in Equity markets.
...and be ready for a super up trend coming april onwards... 
look as expected Nikkei did not close below 8500 and rallying eversince...it is not over yet.
March rally in equities was a glimpse of what may be coming !.
30.3.2011


Sunday, February 27, 2011

All hopes on 28th !


Do it again , ur the only hope ! 
Many sensex-30 stocks are either have reached their major supports or at supports. Some are really worry some, but for the time being one can think  positively about a relief  rally in coming week(s). Sensex may toggle between 17500- 18600. Cmp sensex 17775.
27.2.2011

Wednesday, February 16, 2011

Emerging markets : major inflow of US$ could be.......


Some technical parameters , state of US$ and Western Texas oil discount from Saudi Brent crude and EM's recent huge correction are suggesting huge inflow of foreign funds into Asian equities in coming weeks.

16.2.2011

Saturday, February 12, 2011

Doomed dollar !

Just keep aside Equity, commodities etc for a while and lets see a very interesting development taking place in US$. This could be very-very positive for all kinds of asset classes in coming future.
 Last week US$ touched a very very crucial level of  76.5 in its index and had a little bounce ( obviously !). This was fifth time  that this index touched a long term support line drawn since 2007-2008. 


....Then what?, I don't understand .
 OK, what may come are two possibilities 
Firstly , that USD index bounces sharply on the upside and almost every asset class falls with its rise
Secondly , that USD breaks this support and fall further . This may ignite a huge surprise rally all across.

Ok , now what do you mean ?.....
do you recall QE1 and QE2 ?!
...ooooooo....those...yes...yes...yes...
They worth hundreds of billion of US$ .
Now they have  started talking about QE3 !
This could lead to further depreciation of US$.

Now , guess your self.
12/2/2011