Oh Ho Ho........What a fall in NIFTY....I Was expecting a fall of 450-500 points from 5200-5300 levels, and it happen......but i was not expecting it so fast and quick.......any ways....ALL IS WELL
As of now...many retail investors are trapped @ 5100-5200 levels....and if Nifty sustains and closes above 4750-4830 levels.....we can see a huge huge rally which can surpass Previous High(These are my views...and market don't run according to my view). And one thing 21000 will be taken in quick session...... Paisa kamaneka mauka nahin dega market....Better invest at every dip with a view of 3 years)
There are few reasons i am expecting a Good Rally....(Before March 2010)
As i am from Mumbai....what i am seeing is The Real Estate boom is once again on track in Mumbai
Currently there are many ULIP products in Market....and i think many Life insurer including LIC of India will invest there clients money in Share Market before March,10(Which will infuse a good amt in Market(i will term it as VALUE INVESTING)
On the other side Nifty had corrected 75% of the 2003-2007 rally in 2008...And Now in 2009, we have exactly 75% uo of 2008 falls I really dont know which theory market will take.....But i would suggest to buy on Dips...and further increase ur portfolio only above 5090...which will a booster for upwards direction
Some Analysis
1. Sugar Companies are set to nearly double their payments to cane growers to as much as Rs. 40,000 crore this year.....The impact of such a huge transfer of funds is that it could trigger a wave of consumer spending, boosting consumer demand for products like soaps, shampoo, bikes, car & consumer electronic
2. Currently there is an estimated shortfall of about 2.5cr dwelling units in India. With growing urbanisition and higher affordability,( house hold income to cost of home is 5-6 times as compared to 18 times in 1995).....so i think there will be a strong and sustained demand for housing in India.....At the current rate of urbanisition in India, more than 7 crore INDIAN will migrate to urban areas over next 10 years......which will arise need of minimum 500 NEW CITIES.........Investment in Real Estate remains a big investment opportunity
3. With a long term view....i see Mid-Caps more attractive than large caps......Balance your portfolio equally
As of now bas itnahi......
I see some stocks which can give you good returns
Ranbaxy 403-408
India Bulls Real Estate-160-165
HDIL-300-305
ICSA 140-143
India Infoline 100-103
KFA 50-52(Long Term Pick)
Bajaj Hind - 176-180
If you want to buy ask for Proper SL and target, above mentioned stock can be kept as positional for 3-4 years
If you want any suggestion on any Stocks or Portfolio Building u can mail me @ VSS_SECURITIES@YAHOO.COM
ADITYA V. SINGH
