Posts tagged All News
Q1 Results Today: What to expect from HDFC Bank and Kotak Bank’s earnings (20-07-2024)
Anant Raj Limited (20-07-2024)
Anant Raj partnered with Google. A significant development.
D: invested
Full credit to PM Modi, CM Eknath Shinde for weakening left-wing extremism, says Milind Deora (20-07-2024)
Indicators for stock market corrections (20-07-2024)
Current bull run has below characteristic now
- Pockets which are euphoric, damn expensive, hot sector, talk of town, too much money chasing, DCF has accounted for close to minimum 5 years earnings, still valuations look expensive due to too much demand, Defence, railways, Cap Goods, Power, Renew sector, wind, solar, power, PSU. High optimism built on some IT companies working in Defence, Railways, power. Its in buble territory as earnings will start disappointing in next 2 years, earnings will be good but Mr. Market will reject it as price is paid already.
As Great Warren Buffet said, markets are never rational, either stock is trading at fair+ human physio valuation which makes it euphoric or fair - human physio valuation which makes it undervalued than intrinsic valuation.
We have 22 K SIP flows from retail every month, i feel we will see rise in interest rates which will suck out liquidity from markets and move some percentage point to fixed income as stock market return ratios will be poor going forward for an average investor.
StageInvesting +Elliot Waves (20-07-2024)
We don’t share anything that does not show up in our scanners of focused-stocks.