tag:blogger.com,1999:blog-2836166316876981645.post775154978505925575..comments2024-03-03T16:38:16.469-06:00Comments on INDIA: Notes from watching Swearing in ceremony of PM Modi and his cabinetMike Ghousehttp://www.blogger.com/profile/01647894600183489442noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2836166316876981645.post-8943182982439787442014-12-23T05:55:35.105-06:002014-12-23T05:55:35.105-06:00In general every year there is a budget rally that...In general every year there is a budget rally that occurs. So we would observe some kind of effort to cross the new highs that the market had attained in delayed November. But then generally the tendency appears to recommend that we would unite for a while before a improvement push come the wealth begins repairing itself. So the moment we would have that circumstances upcoming in, we would have some improves in wages upcoming up. Also on the background is this entire pace cut expects that we are disproved by the RBI in this recent policy but faster or shortly we would have a price cut upcoming in. So we would have an wealth, which would be repairing itself along the way there are uncertain blocks, there are some international data spot, which are not showing fine so we have had an index of industrial production (IIP) drop of 4% last month. We have some bit of FII outflows now. We have had weak foreign direct investor (FDI), we don’t appear to get any main financial bills during the winter session so on and so forward. So these are long-term ideas in long-term tendencies to be recognized. They have not at present been recognized, so the markets would expect deal sideways. Post By <a href="http://www.swastika.co.in" rel="nofollow">Swastika Investmart Stock Broking Company </a>Anonymoushttps://www.blogger.com/profile/09057617583815173213noreply@blogger.comtag:blogger.com,1999:blog-2836166316876981645.post-89645524496503621822014-12-22T06:20:38.687-06:002014-12-22T06:20:38.687-06:00I will say over that the markets have a leaning to...I will say over that the markets have a leaning to position all in the Budget. We ought to not do that. In the Budget, what one wants to see is a clear roadmap of how the whole monetary cycle whether coming from government face or whether upcoming from more liberalization in foreign straight asset can kick-start the asset series. I believe that is the only thing I will basically wait for from the Budget. Other than that, it is all in the area of governmental vary and once we see the higher house, Rajya Sabha also mirrors the popular of the NDA then governmental vary will be a lot sooner. That will be a 2 year time. So in the funds it is further on the capex cycle picking up and allowing better assets upcoming during both from government face and the foreigners. Post By <a href="%E2%80%9Dwww.shareshoppe.in%22" rel="nofollow">Share Shoppe </a>share Shoppehttp://www.shareshoppe.innoreply@blogger.com