1) World Economic Environment
2) Political Situation of Country
3) Micro & Macro Economic situation (i.e. Inflation, Interest Rate, IIP Numbers)
4) Financial Situation of the Company & Ambitions of Promoters
If you are investor and not a trader than before investing you should analyze whether all this factors are normal or not. If one of them is abnormal than you should not invest a single rupee in the market as one bad factor (Mainly First 3) will poise the whole market easily.
So as per our estimate the first three factors will be normal by March-April 2009. So at that time we should invest in the following stock:
- All the Stock of A group will go up if market goes up but some of the A group stock will rock if some Government Alliance will win.
- If BJP will win than Adani Enterprise, Mundra port, Suzlon, ESSAR Oil an BHEL are the best stocks to invest.
- If UPA will win than banking stock like ICICI, HDFC, Lanco Infra and Specially All stock of ADAG group will rock.
- If Third Alliance will come (Mayawati) than JP Associates will rock can go up to that level that no one can imagine. Put a large amount in this stock if this happens.
- Where RIL, SBI & All stock of TATA group is a neutral stock under any condition.
- Some interesting stock in which promoters have increased their stack: - L&T and Gujarat NRE Coke. You can do trading in this stock at every decline till March as down side risk is much lower in these stocks whatever the conditions may be.
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