morning thoughts...
WE WISH YOU ALL A VERY HAPPY AND SUCCESSFUL COMING NEW YEAR 2015.
MAY LORD GANESHA AND MAA LAKSHMI STAY WITH YOU ALL AND SHOWER HEALTH , WEALTH AND PROSPERITY.
WOMEN AND ELDERS GETS RESPECTED AND CHILDREN GETS ADORED.
It is that time of the year when we look back to assess which were the biggest hits and misses for investors in the 12 months gone by. Up almost 30% year on year, Indian stocks were undoubtedly one of the best asset classes to be invested in. In fact this is the highest return Indian stocks have seen since 2009. The post election euphoria in 2009 had seen stocks go up as much as 75-80%! So in hindsight, investors who reposed confidence in the upside from Indian equities were in for some handsome returns on their portfolio.
But it would not be wrong to say that some of the optimism about equities was borrowed from global stock markets as well. Stocks listed in China and the US also featured amongst the best performing asset classes of 2014. In fact with almost 50% gains in China's benchmark CSI 300 index, stocks in the economy saw the best returns in 5 years. And no other asset class globally came close to competing with Chinese stocks in terms of returns this year. The S&P 500, backed by cheap liquidity from the US Fed, too had a good year in 2014. But its returns paled against that of Chinese and Indian stocks. Ditto with Japanese stocks that ended the year with single digit gains despite sufficient money printing.
Having said that, hard assets like silver and crude oil did not see a year as bad as 2014 in many many years. With financial assets like stocks and bonds promising quick returns, the inflation hedging properties of gold were sidelined. In India, it was only the RBI that was left battling concerns about inflation. And with government imposing restrictions on buying gold, the yellow metal lost most of its investment appeal. The fortunes of silver were much worse.
But the worst and the most unexpected fate in 2014 were of oil and along with it Russian stocks. The conflict between US shale gas producers and oil cartel OPEC saw oil prices crash by almost 50% in 2014. And for Russia, as if the economic sanctions due to Ukraine were not enough, plummeting oil prices dealt a heavy blow to the economy. The Russian stocks, needless to say, competed with oil to be labeled as the worst performing asset this year.
Technically the markets will remain volatile , range bound and while the index may move there may be many stocks which donot show movement which may lead to frustration and wrong trades.
On the lower side 8200 remains as good and crucial supports for the markets whereas 8400 will act as resistance for the markets.
Coming to the commodity markets bullions , base metals and energy will remain volatile and sluugish.
New year wealth
Double bumper buy Petronet 210 ca
Double bumper buy Idea 150 ca
Buy zee , hexaware , lic
Buy Yes bank 760 ca , indus 800 ca , idfc 160 ca
Buy sbi , axis bank , bharti airtel
Jackpot buy Muthoot finance
Fii buy Jet airways
Convert 10k into 30k buy Lic 430 ca , jspl 150 ca
Buy nifty and bank nifty on dips
Sell gold , silver , natural gas , crude
Buy copper , zinc
WE WISH YOU ALL A VERY HAPPY AND SUCCESSFUL COMING NEW YEAR 2015.
MAY LORD GANESHA AND MAA LAKSHMI STAY WITH YOU ALL AND SHOWER HEALTH , WEALTH AND PROSPERITY.
WOMEN AND ELDERS GETS RESPECTED AND CHILDREN GETS ADORED.
It is that time of the year when we look back to assess which were the biggest hits and misses for investors in the 12 months gone by. Up almost 30% year on year, Indian stocks were undoubtedly one of the best asset classes to be invested in. In fact this is the highest return Indian stocks have seen since 2009. The post election euphoria in 2009 had seen stocks go up as much as 75-80%! So in hindsight, investors who reposed confidence in the upside from Indian equities were in for some handsome returns on their portfolio.
But it would not be wrong to say that some of the optimism about equities was borrowed from global stock markets as well. Stocks listed in China and the US also featured amongst the best performing asset classes of 2014. In fact with almost 50% gains in China's benchmark CSI 300 index, stocks in the economy saw the best returns in 5 years. And no other asset class globally came close to competing with Chinese stocks in terms of returns this year. The S&P 500, backed by cheap liquidity from the US Fed, too had a good year in 2014. But its returns paled against that of Chinese and Indian stocks. Ditto with Japanese stocks that ended the year with single digit gains despite sufficient money printing.
Having said that, hard assets like silver and crude oil did not see a year as bad as 2014 in many many years. With financial assets like stocks and bonds promising quick returns, the inflation hedging properties of gold were sidelined. In India, it was only the RBI that was left battling concerns about inflation. And with government imposing restrictions on buying gold, the yellow metal lost most of its investment appeal. The fortunes of silver were much worse.
But the worst and the most unexpected fate in 2014 were of oil and along with it Russian stocks. The conflict between US shale gas producers and oil cartel OPEC saw oil prices crash by almost 50% in 2014. And for Russia, as if the economic sanctions due to Ukraine were not enough, plummeting oil prices dealt a heavy blow to the economy. The Russian stocks, needless to say, competed with oil to be labeled as the worst performing asset this year.
Technically the markets will remain volatile , range bound and while the index may move there may be many stocks which donot show movement which may lead to frustration and wrong trades.
On the lower side 8200 remains as good and crucial supports for the markets whereas 8400 will act as resistance for the markets.
Coming to the commodity markets bullions , base metals and energy will remain volatile and sluugish.
New year wealth
Double bumper buy Petronet 210 ca
Double bumper buy Idea 150 ca
Buy zee , hexaware , lic
Buy Yes bank 760 ca , indus 800 ca , idfc 160 ca
Buy sbi , axis bank , bharti airtel
Jackpot buy Muthoot finance
Fii buy Jet airways
Convert 10k into 30k buy Lic 430 ca , jspl 150 ca
Buy nifty and bank nifty on dips
Sell gold , silver , natural gas , crude
Buy copper , zinc
