கொஞ்சம் முதலீட்டாளர்களை நிம்மதியா விடுங்க பாஸ். சொல்லும் கருத்தை மட்டும் எடுத்துக்கொள்ளுங்கள். தனி நபர்களை நிம்மதியா அவங்க தொழில் பண்ண விடுங்க. யாரையும் தாக்கி யாருக்கும் ஒரு புண்ணியமும் இல்லை.
Credit card. Irrespective of govt change. I feel the way people spend is not going to change much and people are not ready to give full cash to buy products and going on credit emi way.
Thanks much Shyam Sir, Power proxies, Datacenter, defence/ elelectronics manufacturing proxies and water proxies, i hold these companies, slightly worried, but will hold these stocks for at least a year
Great insight Shyam as you said keep the powder dry I have saved money and made some lump sum investment on June 4 I would say one the important advice every one should follow keep the powder dry and today’s insight was very useful it gives me some ideas to do what next thank you
I feel Agro Chemicals will do good because of good monsoon, that would trigger FMCG , Auto - 2 wheeler and tractor. Private banks, banking & financial services. Logistics. Would do good.
FMCG (hul, dabur), infra (am bullish on Larsen and toubro), few auto stocks (maruti) are domestic in my view. Still should check on the valuations before buying anything. Potentially the large caps can give 12-15% returns. If there is some uncertainty, with wrong valuation buy, our returns will be nil 😂 Dint bought any mid or small caps for one year or so. May be I am biased after seeing 2x, 3x in few of my mid and small cap returns. Probably anchoring bias for me. Interesting days ahead.
Good view. Already market changed. Now focus is on FMCG and Consumer Durables. Private Banks will be as usual. As per my view, IT stocks will also rise because interest rate will be reduced in the coming quarters. FMCG will be better since this year monsoon is good. Also stocks like Bata, TTK will perform better since govt now will focus on improving low or middle class. Tata steel is in turn around scenario. Their losses are reduced and management has given good guidance. I assume it may reach 250 within 1 year.
If a particular stock fall after valid reason/results/bad news consider it as catching falling knife. If the whole market fall like yesterday you can be sure it will bounce back. That's when there is blood in the street. Yesterday many stocks fell due to election adversity. Here you have to take advantage of the opportunity. That's as simple as that
