Category: Sensex

Aug 14

Sensex likely to Correct Sharply from 37852 so Keep your Cash Ready

I have not written my blog for the last few months for two reasons:- (a) A whole lot of wise people are tweeting, and re tweeting the lessons of Munger and Buffet. A lot of people are also  writing their own Memos . If not all of them, at least some of them are a …

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Aug 07

WHEN WILL THE MARKETS CORRECT?

That’s the question I am being asked very often these days. Ever since, my last blog post, I have been inundated by my readers and friends with two questions:-

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Mar 13

NIFTY AT 10000 LEVELS

I usually do not hazard guesses. But the landslide victory of the Bhartiya Janta Party(BJP) in the biggest electorally meaningful state of Uttar Pradesh, day before yesterday seems to compel me to WARN INVESTORS because stock market pundits and soothsayers will start building stories to befuddle you.

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Apr 05

NIFTY & SENSEX AT RECORD HIGH

Nifty has scaled 6700 levels. An year back we were at 5250 and 5450 levels. What does it mean for investors? The index has increased by 35% or so from those levels. But a lot of stocks have gained by more than 35%. This difference always remains. Same way when the Index will fall by …

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Mar 19

HOW TO GET DATA ON PE LEVELS OF SENSEX/NIFTY?

A large number of readers have queried me regarding the following:- (a)  Where to find data on PE of Nifty or Sensex or other major Indices? (b) Whether to invest in businesses with moats or any business? (c) Should they invest now?

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Mar 15

NIFTY : A BRIEF ANALYSIS

It has been a while, since I wrote last. In the meantime markets have shown a sharp rally. The Nifty and Sensex have made all time highs. They are just numbers. But for an intelligent investor what is important is, what should he do? I myself am facing that dilemma, so I thought from that angle. I …

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Aug 25

DEPRECIATION OF RUPEE AND AFFECT ON SHARES

Where will the Rupee go, was a common query, in the past few weeks? As if the Rupee had feet. It is an inconsequential question for a common investor. It is important for a hedge fund. It is important for an importer. It is important for a currency trader. It is important for the government …

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Jun 20

RUPEE CRASH, SENSEX DIVE & EXPENSIVE HOLIDAY

The heading of my blog seems incoherent. But let me explain. I have just returned from a holiday to Turkey. And towards the end of my visit my ATM withdrawals had become expensive. The Rupee had depreciated by 10%. Yes. When I left India I had bought dollars at Rs55.20. My last withdrawal at Selcuk, …

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Nov 15

NON LINEAR RETURNS AND TATA TEA

Investors in stocks should reconcile and understand the concept of non linear returns very clearly in order to get optimal returns from their investments. I often get queries from investors in mutual funds and stocks. Both these instruments have given no real returns in the last 4 years. The economy of a nation goes through …

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Aug 20

WHEN TO SELL A SHARE?

  During the past few weeks I have interacted with a number of my readers and one common question was, I have so and so shares in my portfolio, the sensex is close to 18000 should I sell my shares? The “Sell” decision is the most difficult decision in stock markets. Even the professionals get …

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