Weekly Market Update 23 to 27 Dec 2013

The last week of 2013 was a feel good week all-in-all. The markets continued with their positivity with interspersed downswings only on the back of profit-booking. As the year draws to a close, everybody is looking forward to a new year with a sense of certainty that the worst may possibly be over.

Don’t Mind the Index, Just Pick Your Stocks!

After the state election results were out the Nifty and Sensex reached historic highs (Nifty closed at 6363 after intraday high of 6414 and Sensex closed at 21326 after intraday high of 21483 ) bringing a sense of euphoria in market-watchers but for the seasoned investors, this was just another non-descript day in the market, quick to fade away into distant memory.

Weekly Market Update - 16 to 20 Dec 2013

The markets started last week on a low note with the hangover of the high CPI which was further aided by the 14-month high WPI figures. It was expected with certainty that the RBI will go for another bout of rate-hikes and this kept the mood in the markets down. But with the RBI keeping a status quo on the interest rates which lifted the moods. This also helped somewhat when the US Fed finally reduced its bond buying signalling the start of the QE taper program.

Will FDI rekindle foreign investors’ interest in India once again?

It is universally accepted that FDIs increase the employment opportunities and wealth in a country. They provide new technology and capital for investment, which may be helpful for the growth of that country’s economy. FDIs claim several other opportunities that include direct benefit to farmers, reduction in food inflation, and drop in wastage of food.

Weekly Market Update - 09 to 13 December 2013

The Sensex and Nifty hit historic highs on the first trading day of the week riding on the back of what was percieved as a good outcome of assembly elections. But, the euphoria did not last long and old fears gripped the markets in a bear hug. Data on IIP and CPI released also aided the disappointment.

Market Perspective For Retail Investors

Recently the Indian markets touched record high levels and the mood in the markets was jubilant. With the Sensex and Nifty near their peaks, there is a wide speculation about the direction the markets will take in the future and what it means for the retail investors.

Bitcoin: Of Shady Drug Websites and Space Travel

What is common to Sir Richard Branson’s Virgin Galactic, The University of Nicosia in Greece, Cheapair.com, Baidu, Reddit and a few hundred more business, or probably a few thousands more? Let me give you a hint, the words ‘Silk Road’ may help ring a few bells.

Weekly Market Update - 02 to 06 Dec 2013

The markets had an air of positivity from early this week which ended in a zoom after the exit polls results were out for the state elections. Aiding the mood of the market in the week were the good manufacturing PMI numbers, the news about sharp reduction in CAD and the fact that India may be having its way in the WTO meet.

Earnings Season Snapshot - H1 FY 2013-14 - IT Sector

The IT industry has been and will continue to be an attractive option for investors due to the good returns it has given in the past and the potential to give better returns in the future. This sector will always remain the favourite with the investors because of the ability to give good RoI.

Weekly Market Update - 25 Nov to 29 Nov 2013

The market was positive for most of the week showing a negative bias for only a day or two. Once the F&O expiry was done with on Thursday, the market zoomed on the last trading session on expectations of good Q2 GDP figure. The highlights of the week are :

Earnings Season Snapshot - H1 FY 2013-14 - Pharma Sector

The pharmaceuticals industry in India has been the flavour of the market with its low beta nature and its standing as a wealth creator from the perspective of last 5yrs. It is one of the sectors which is affected minimally due to the domestic macro-economic condition as most of the business of this sector comes from outside India.

Weekly Market Update - 18 to 22 Nov 2013

The week started with a big bang went through a big bust in the middle and ended with slight negative bias towards the end of the week.  The highlights of the week are :

Earnings Season Snapshot - H1 FY 2013-14 - Banking Sector

The second quarter results of the banking sector were as per the expected guidelines. The blue chip companies in this sector were on the market radar from the start of this earnings season itself.

Weekly Market Update - 11 Nov to 14 Nov 2013

When the markets lose, they lose big and you need to have some pep talk by somebody up there to turn the mood. That is the gist of the markets this week as the 7-day losing streak was cut short with the press-conference by one Mr. Rajan.

September IIP and October CPI data released

The September IIP data and October CPI data were released today. The highlights are as follows :

Weekly Market Update - 05 Nov to 08 Nov 2013

The pre-diwali highs reached by the markets seemed unsustainable as the markets were on the negative side for four days straight. Profit booking coupled with low volumes on some days were to blame for the continuous negative streak this week. The highlights of the week are :

Inflation - RBI's First Priority

In its mid term policy RBI has again stuck to its priority for curbing inflation. RBI has clearly signaled that its first priority is to curtail inflation even if it is at the expense of growth to some extent. The question is, why is inflation so important? Why is the RBI so seriously worried about inflation and made it its number one priority?

RBI Mid-Term Credit Policy - A Review

On October 29th, the RBI released its mid-term credit policy. The markets immediately reacted with cheer and scaled record highs. Below we highlight the important points of the policy and explain what it means for us in general.

Weekly Market Update - 21 Oct to 25 Oct 2013

From the start of the week itself it was evident that individual stock performances would be playing a big role in this earning season. The markets started with a marginally positive bias and though there was volatility in the markets throughout the week, the closing on each day pretty much summed up the story as flat to negative.

Play The Cyclical Markets - Pick Stocks For A Lifetime

If somebody were to sum-up the present macro-economic situation in India, they would probably sum it up as High Inflation Low Growth. As the IIP data for the past 12 months and the dismal GDP numbers reported so far and projected for the full year show, we are going through an economic low presently. But, for investors should search  good opportunities for investment in the present situation too.