`H1 2013 to be supported by liquidity inflows`

Mihir Bhatt caught up with Edelweiss Chairman Rashesh Shah as he prepares his strategy for 2013.

Bulls hit ‘Netagiri’ for a ‘Sixer’!

The mystery surrounding Sensex moves has got reinforced with the latest rally which saw the 30-share stock indices achieve a 19 percent growth this calendar.

Positive trends in the midst of gloom

There may be all round negativity but the stock story led by Nifty has something positive to offer at the end of six months this calendar. Nifty, the broader stock market index, has grown about 15 percent during January to June 2012 period.

Sensex cold shoulders majority of UPA Budgets

The 2012-13 Budget presented by Pranab Mukherjee too witnessed Sensex dip by 1.19 percent with the stock market terming it as “no body’s” Budget.

‘Sense of disbelief’ in markets to extend current rally

Low valuations and investor indifference might mean that markets surprise on the upside. This makes us believe that the current rally might have some steam left in it as sentiments are not yet fully upbeat.

Sensex on the bounce

The market may pause post the budget and if the monsoon is normal and eurozone stabilised, the Sensex should cross the earlier peak before August and a new peak thereafter.

Does your stock poke fun at economics?

Mainstream economics as it is practiced today, does have a lot of loose ends we believe. Little wonder, a lot of experts have begun to call it the dismal science. There are quite a bit of its principles that do not have universal validity. In other words, a principle that may work in one scenario may turn out to be a total disaster in the other.

What makes innovators & ace investors?

As long as you keep your mind clear of biases and flawed thinking tendencies, and are able to think without the pressure of what others think and without fearing the loss of your social status, you`re very much on track to becoming a great investor.

Forget 2011, and gear up for a challenging 2012

The depressed sentiments and low expectations will pave way for optimism on any signs of turnaround in the economic situation. I believe that the “survival instinct” would play out among all the stakeholders of the economy, which could help bring it back on track.

Sensex: Key takeaways from 2011

The biggest learning in the last year has been for the present generation of investors who would not have seen such a long period of stock market underperformance and for whom the definition of long-term has changed.

Economic gloom deepens as rupee fuels inflation

The risk is that a plunging rupee will be seen by investors as reason enough to pull capital out of the country, adding yet more downward pressure on the currency and setting off a balance of payments crisis.

Rupee`s decline adds to India`s woes

India relies on capital inflows to fund its current account deficit, but self-inflicted wounds and investors` worries about troubles elsewhere has been driving capital away.

Bumpy road ahead, but time to top up your portfolio

There could be a scramble to buy beyond levels of 5600 by those who would have missed the initial move, and we could see the markets in a new orbit in the next couple of months.

D-Street may continue to tread water

Besides, turbulent global markets, expiry of derivative contracts for September, the depreciating rupee and fears of weak Q2 results will also add to investor woes.

Rate hike fear to make markets jittery

Markets continued to go on a losing spree with benchmark indices in India falling further by 2.6 percent. As if the axing of the US rating was not enough, talks of a France credit rating downgrade lingered, chopping around 4 percent from global indices in a single day during the week.

Sensex down 125 points in opening trade on profit-booking

The Bombay Stock Exchange benchmark Sensex fell over 125 points in early trade on Tuesday as foreign funds and retail investors preferred to book profits after witnessing strong rally in the past few sessions.