Sensex

SENSEX

SENSEX scaling new highs…

SENSEX crossed 38,000 for the first time ever on 9th August and the NIFTY also closed in on 11,500 levels as markets kept hitting new highs on a regular basis. The broader markets which took a beating over the last few months with many smaller companies falling by 25-30% are also gradually recovering.The current correction …

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tariffs

Trade tariffs & counter tariffs

As the US nears mid-term elections vital for Trump’s legislative agenda, the White House will be ready to impose 10% tariffs on $200 bn of Chinese-made products, ranging from clothing to television parts to refrigerators by 30th August. The levies together with some $50 bn already in the works stand to raise import prices on …

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midcap

Midcap stocks on a free fall

Though frontline index such as NIFTY & SENSEX have been range bound, broader markets have taken a beating with many smaller companies falling by over 30% from their peak. Some of it is correction of excesses in the midcap space; it is also providing some good opportunities to enter some quality stocks at reasonable valuations. …

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bull market mistakes

Mistakes small investors make in a bull market

2017 was a mega year for stock market investors. As you can read in a previous article The year of the bull-2017 even if you did nothing & just simply remained invested through the year you would have earned about 30%. SENSEX/NIFTY returned ~28% during 2017. This would be one class of investors. Other investors could …

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SAMVAT 2074…Festivities continue for markets

As we head into SAMVAT 2074, Indian markets remain buoyant & I expect festivities to continue in the year ahead. The Year in retrospect… SAMVAT 2073 was a good year for the markets at it touched all-time highs & NIFTY was higher by ~18 % y-o-y crossing the 10k mark for the first time. Markets …

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Is it necessary that the SENSEX will tank if there is a FED rate hike??? History says….DEFINITELY NOT!!!

There has been a lot of talk about a FED Rate hike possibly by 25 bps and its effects on the Indian markets. There may be some impact for a few days but history says that there has been no major impact on the Indian stock markets as evident from the chart below.  Points to …

Is it necessary that the SENSEX will tank if there is a FED rate hike??? History says….DEFINITELY NOT!!!Read More »