Monday, June 30, 2008

Inflation can be 15-16%?

Next stop at 13k?

It is still possible that Sensex stays at current levels and moves higher towards 17k. But there is nothing in the horizon that could make it possible, Jogin squealed. Only Obama can make a difference to oil, if he removes troops from Iraq, Khan said. Dakshinamoorthy has started investing small lots, after meeting a wealth manager. On the other hand, Sridevi is preparing for 13k party. According to her, that’s when buying will resume in full flow. Tune into MarketChat…
* * *
Jog: Crisis is deepening
Sri: Even Dow hs closed below 11400


Saturday, June 28, 2008

What is Wealth Management?

Suresh on what is wealth management

MF Performance

Suresh on MF performance

Tuesday, June 24, 2008

Monday, June 23, 2008

'Buy when everybody sells'

RBI or politics: Which will blink first?

Mayawati has withdrawn her support to UPA. Does that mean Left is going to do the same, thought Jogin. In the fight for oil or nuke, nuke deal will win, suggests Khan nonchalantly. Dakshinamoorthy was waiting for RBI to act and it surely does when its least expected. Sridevi, the eternal bull, was hoping the bottom is near. Cn Sensex can handle some more pain? Tune into Market Chat
* * *
Jog: Are we going to vote this year?
Sri: Depends on wat the left and congress do


Monday, June 16, 2008

A costly legal fight means negative for Rcom

Will RIL-RCom spat affect markets?

‘Mukesh Ambani led Reliance Industries has warned South Africa’s MTN of legal action,’ read out Jogin. Khan explained that RIL feels any agreement between MTN and RCom will be a breach of the agreement between the Ambani brothers. So here we again have the Ambani brothers going at each other’s throats, spoke Dakshinamoorthy. Sridevi had a different thought on her mind. Both Ambanis have companies that represent quite a chunk in the stock markets. Could the spat provide affect the fortunes of the listed companies? Tune into Market Chat…
* * *
Jog: Does mota (Mukesh) bhai hv a case?
Sri: He hs gone bk to some deal in 2006


Monday, June 09, 2008

'If inflation goes higher, Sensex will fall more'

The market is smarter than we think!

Because Americans lost jobs (guess everything is coming to India), stocks fell there. 49,000 job losses = 394 points less, Jogin was thinking hard. Europe fell too. The only thing that seems to going up is oil - the crude variety of course, Khan quipped. Dakshinamoorthy expected a gap-down for the Sensex when markets open on Monday. Sridevi, the most optimistic of the group, preferred to wait till the Asian markets gave cues in the morning. What’s the support for Sensex, is that what you ask? Market Chat has answers…
* * *
Jog: This week was BAD. 840 points gone
Sri: We have fallen enuf. Its time to rise.


Monday, June 02, 2008

Who will pay more for petrol?

How much more, before we fall?

GDP numbers were good but inflation was bad. Is RBI getting into rate-hiking mode? If inflation breaches 8.5 per cent, Khan was sure Mr. Reddy would be tempted to do so. Jogin shared same views. On how things haven’t become any cheaper in the last few weeks, so inflation could go up. As if that was not enough, Sridevi has oil on her brain. They have to hike fuel prices – there’s no way out. Her oil marketing company stocks have bled enough was her argument. So, here we have a consensus amongst participants in many weeks, is it? Wait, Dakshinamoorthy is left! He asks whether the market is smarter than us. May be Market Chat will throw some ‘colour’…
* * *
Jog: State-run oil firms hiked aviation fuel prices
Sri: Bad for airline stks. Fuel’s costly. Air-travel will too