What is BULL’s and BEAR’s view now!!! BULLS… 1.Market cap is too low vis a vis the GDP. The combined market cap of both the exchanges NSE and BSE today remains well below the last record high scaled in 2007-08. 2. The P\E valuation today at 14.3 seem to be cheap if not very cheap but by no chance as high as the 23 times scaled in the yester years of previous high. 3. The promising count on the fiscal deficit and current account deficit front is pointing at the end of the worst. 4. The trimming of the corporates in last three years and their becoming more energetic is showing on the micro level. 5. The FIIs inflow is robust and expect no reversal in that at least in the near future The market expects BJP government to come to power and its right to the centre attitude is keeping hopes alive for the second and third generation reforms to come by. 6. USDINR below 60....nifty may go up more....inverse relation! BEARS….. 1. Elections blue are yet to show and they shall definitely do so and give birth pangs to the sentiment. 2.Monsoon shall be weak is the growing fear at the market. 3. Even if NaMo steps in PMs shoes he is inheriting an economy suffering from policy paralysis. 4. Reality will dawn both in his THINKING ( very easy) and his POLICIES ( difficult to implement) and that may be painful for the market …. 5. No change in Fundamental... My astro view….market down after ELECTION RESULTS… To know advance dates…send mail to [email protected] months charges rs 6000 and 12 month charges rs 10,000 Good night Jai shree Krishna.
Posted on: Sat, 29 Mar 2014 17:52:13 +0000
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