INSUBCONTINENT EXCLUSIVE:
NEW DELHI: A global selloff in equities, growing domestic macro concerns and uninspiring earnings have created a bitter pill that the bulls
In some 240 characters, Dalal Street mavens tried to sum up what went amiss, what could be done and where all of it may be heading.
Samir
Arora of Helios Capital compared our market to a roller-coaster ride.
Safir Anand's optimism stayed firm, even when the market was reeling
under a global equity rout.
Anand also took a dig at the movie Bazaar, comparing it with what is actually happening in 'bazaar'.
With
RBI stepping up efforts to ease liquidity crunch with two back-to-back OMO purchases, things might look for up the market
That is what Sandip Sabharwal, independent market advisor at asksandipsabharwal.com, seems to believe.
Sabahrwal had quite a few
stock-specific tips to dispense with
HDFC Bank - The private sector lender came out with its quarterly results last Saturday, after which a few brokerages came out with a sell
However, Sabharwal doesn't find anything wrong with the results
After a time price correction, the stock isn't as expensive anymore, says he.
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NBFCs - The men vs the boys: Sabharwal has just one advice on the NBFCs
Real Estate sector - Sabharwal is of the view that the real estate sector is likely to churn out some sure-shot winners in next 2-3 years
So, keep an eye out for this one.
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ILFS's never-ending fiasco - The recent trend has been that any name associated with ILFS is getting tainted
Samir Arora, too, had something to say on ILFS.
As always, you could expect Shyam Sekhar of iThought to come up with the best
investment 'gyaan' that will prove prudent for you in every market.
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Sekhar says it is necessary that your asset allocation strategy changes with changing macros, valuations, and geopolitics
Rigidity is the easiest way to get slaughtered
Managing risk supersedes maximising returns
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Don't blindly buy a stock just because it has fallen
The other asset class!There is no doubt that equity is most likely to not turn out to
be the best asset class of 2018
But it's highly probable that gold might.
Let's think 2019Analysts on D-Street have found a silver lining to the rupee fall
Apparently, any year the currency depreciation has been between 12-20 per cent, the market has rallied the subsequent year
By that logic, 2019 will it be a Supper Happy New Year for the markets
