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  • 2010
    • July
      • RBI leads!
        07/27/10

        The RBI has so far done a great job by balancing the interest rates and growth. The finance ministry has been repeating that food inflation should ease by the year end. If it is the base effect to bring about this change, it will be just a number on paper to boast of. The real challenge is t

      • Boring apparently! Look closer!
        07/09/10

        Hi Guys,
        Guess you have been sitting on boring markets. The markets are showing good strength amidst a lot of negative news flow on the Eurpean front. I think our worry should be high food prices in India and not the Eurpean markets. The high inflation suggest that rate sensitives will

    • June
      • Back over 17000!
        06/12/10

        The buy back form Hind Lever suggests that the share value is seen as undervalued by the management. There was this buy back offer some time back which was not much spoken about. Apcotex industries bought back shares from the market at Rs.88 when the share price was at 75. Now the price has

      • Bounce on!
        06/01/10

        Markets rebounding and so is my interest! Good feeling when for once, markets behave as per my expectations! I expected 15600-700 to be a strong support. The index rebounded just from above those levels. But, Hind Lever is still out of reach. Guess, these "The Business Line" guys o

    • May
      • Boring, but bracing for an outburst!
        05/18/10

        The markets look boring. The 200 DMA was tested on monday before it rebounded. The market on the face of it looks to be boring. But I get a feeling that this may be the calm before the storm. This phase of sideways movement is a good sign for the longer term. However a new set of stocks coul

      • Sliding fast?!
        05/08/10

        All good things come to an end! I just manage to keep my smile thinking that all bad things too come to an end! First of all, taking things one by one, I was looking to buy Hindustan Lever and it seems to be the only stock holding ground. I wanted to sell off some of my mistakes, but their p

    • April
      • Markets at previous highs!
        04/19/10

        I thought I can take things a little easy, especially after the markets started showing strength, but I was forced to take a few selling decisions in the recent past. My quest for a new stock is still unfulfilled. Am still looking at Hind Lever to pick it up at lower levels. I though I could

    • March
      • Marching in march!
        03/19/10

        March 2010 seems to be breeze. While all the talk about rising food prices and inflation is going on, the market seems to ignore these indicators. The global markets are slowly gaining confidence and March advance tax figures too have been encouraging!
        Amidst all this, I feel if there

    • February
      • Road to Budget 2010!
        02/15/10


        We are now at 16000 sensex after scaling 17500. The media is heating up to the budget 2010. I think this time, the expectations from the budget are quite low, since the RBI has sent clear signals towards tightening of liquidity. The stimulation package worked well all thanks to the RBI

    • January
      • Results and mood swings!
        01/30/10

        Results have been a mixed bag. Interest rates may harden! Commodity prices firming up! Food prices soaring! Looks like happy days are gone for markets. The markets fell with record columes on Thursday, 28th Jan 2010. I have been only watching. I sold some Havells last month, only to see high

  • 2009
    • December
      • What a jump!
        12/23/09

        What is it with this jump of 500+ points in the sensex today? I thought we were going into a lull with the upcoming holiday season. But why worry if the stock market seems to be in a hurry. I took some rates from my broker and I realised that it is these ver few large cap stocks which took t

      • IPOs - which one?
        12/14/09

        There is this IPO, DB Corp, which really interests me. This team of management is excellent in theor field work before the launch and they have met with huge successes in Maharashtra and M.P. They have been the number one selling daily from day one in M.P and the number two selling daily in

      • Mid caps strong!
        12/09/09

        I have been enjoying the strength displayed by the mid caps recently. Like any retail investor, I too have my portfolio biased towards mid caps. I had read in a website www.damodaran.com about the general performance of mid caps in any market. The annualised returns are higher than that of l

      • Dubai Scare!
        12/01/09

        Whether the Dubai scare was underplayed or not, I really do not know. But I recall that when the first news flow on the sub-prime crisis started there was a knee jerk reaction only. Then the up-trend resumed with renewed vigour. Remember the RNRL & the RPL horses which took our sensex ab

    • November
      • Small caps, Big money!
        11/21/09

        For the first time in many years, I did not feel the pinch when the market indices were sliding on thursday and friday (first half). I think now there are serious takers for mid caps and small caps. I bought one small cap as it was going too cheap and my dividend yield was working out to be

      • Mixed Bag!
        11/07/09

        With the change in weather, I was just beginning to take things easy and enjoy the onset of winter. Markets were in correction mode. I drew up my plans to make some purchases. Then this bounce! Markets are more confusing than ever. But then, when were we ever given a clear view to market tre

    • October
      • Correction or a genuine market fall ?!
        10/30/09

        Markets have been busy! 17400 levels for the sensex was a great achievement after the steep fall we have seen earlier this year. But now what! Is this fall to 16000 levels an onset of a major market fall or just another round of correction? I do not know! I think fund managers are busy evalu

    • July
      • Strong undercurrent!!
        07/17/09

        The market is back with a bang!! The budget took the fizz away, but now the markets are back with a vengeance. I have been looking for some opportunities, but looking at the Feb 2009 lows all these prices seem too steep. But whoever has bought stocks at all time lows and sold them at all tim

    • June
      • Anything to buy after this bounce?
        06/16/09


        It has been a long time. I can easily sense the buoyant mood among investors and traders after the elections. Of course, I too have thoroughly enjoyed the ride back to 15000 levels. I’ve been looking to sell some stocks which seem overpriced to me. But could’nt find any. Just waiti

    • March
      • Bounce at last!!
        03/18/09


        Markets seem to have some life in them after this weeks bounce. Banking stocks have been hammered. I've been looking at SBI very closely. This march is what's been keeping from buying, nevertheless I have made up my mind and will take the plunge. The interest rates are headin

    • February
      • Does the index give the true picture?
        02/06/09

        What the index has been telling me is that it is those two or three stocks which have been holding the index value from disintegrating further. Like all the retail investors, the fall in the mid cap stock values too have been dragging my portfolio value lower. However I have still been buyin

    • January
      • L&T, treading dangerous waters!?
        01/24/09


        It seems that the rumour mills have been busy churning out mails pointing to more companies susceptible to management frauds. These mails include some real big names too! At first I gave them a hard thought, then, I felt the best thing would be raise the bar when it comes to selecting

      • On your toes!! retail investor!
        01/12/09


        More than Satyam management, what shocked me was that Price Waterhouse Coopers were their auditors who are also party to this shocking affair. I keep the auditors of any company as a very important yardstick in determining the quality of the team who is running the business. Some corpo

  • 2008
    • December
      • Back into the bear grip?
        12/24/08


        Markets are back into the bearish mood! Is it just a correction or a fresh bout of selling? The rally in the previous week saw a lot of activity in the mid and small cap space. Looks like some operators are in for some fun again before taking off for their holiday! I am looking at Sub

      • Bargain buys?!!!
        12/17/08

        The Satyam affair clearly shows the limited participation we shareholders have in the affairs of the company. The institutional investors made sure the management does'nt overstep in terms of company investments and shareholder interests. The 30% downfall in the share price may well be

      • Bounce or "Genuine buying"?
        12/10/08

        Markets seem to be in better mood since the last few days. It could only be a bounce on the back of some announcements on the fiscal stimulus package the government has announced. But anyways, it was oversold and lot of value picks available. I missed out on SBI (was waiting for lower levels

      • Terror strikes!
        12/02/08

        One leading business daily put it best when it said, "It is the fundamentals that drive markets and not guns".
        Quite inspiring! But the fact that cannot be refuted is that our security as a nation is anything but "top class". A nation boasting of growth of over 7% is

    • November
      • What now..!
        11/26/08

        Fresh lows everyday! Everyday I keep asking my broker, how many down today? To buy I need a lot of conviction. I keep telling myself - "This is an opportunity". Sticking to my stocks. Just adding more quantity. There is of course nothing else in my control. Another one year of this

      • First entry
        11/03/08
        This is the first entry