Real rates can spoil the party? India’s external position has become a source of strength from a point of weakness.

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India now has a trillion dollars in annual investments, the third largest in the world.

The sheer size of India’s annual investments is becoming large enough for it to get your immediate attention.

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Gold prices have broken out of a long term ceiling placed at $2100.

The subsequent rally is flashing signs of bull market optimism taking birth, across major markets.

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Twitter is my Facebook..
So here it comes.. 🤗

A long break after one of busiest years..

Sandeep Kulkarni I have to vote on 20th May. But the list is not even out. I have no idea who all are the candidates. Even party candidates haven't reached out. Radio silence.

I thought only Maharashtra was disenchanted with politics. Or is it complacency?

Hotels has been my favorite theme for long time.
Most Hotel stocks have done very well.
I think its not a bad idea to take some money off the table.

Stock getting sold off on good news.
Bearish Divergence.

Near term I am more bullish on Kotak than on HDFC.
I have said it in the past and I reiterate, the fact that these banks are trading at 2009 valuations in this kind of economic environment is not a good sign. Things are lot more nuanced than just buying them cheap & hoping they…

Nothing against anyone, but don't waste bull markets by being fixated on winners of the past cycle.

Both large banks have proven this..A diversified PF of many sectors helps to play broad based Bull markets

False breakdown is one of the most reliable indicator for market bottom.

CBOE VIX(USA) also saw a sharp drop in past 3 days.
Sharing with caveat that correlations aren't causations.

Kotak Mahindra Bank

Whether Bank Nifty goes up or not, good chance it may outperform Nifty over next 12-18 months.

Consensus view amongst all fund managers is that India's macros are expected to stable as CAD will remain in comfortable zone due to good services exports, real interest rates are also in comfortable zone and govt's fiscal situation.
Some fund manager believe because of super the…

Hong Kong markets are top of the world this week

I have been Bullish and Wrong on this call but its looking like China markets have finally bottomed out for good and I see significant upside opening up in short term to medium term.

Sandeep Kulkarni another point in fav of equities to note is this is assuming that that prop will be occupied 12 months a year for 10 yrs. Not going to happen. Whereas for withdrawal from equities can be timed to perfection as per ones liking
Equities all the way

An office complex sells at a brutal 88% 'discount'

Real estate is risk free?
Real estate prices never go down?