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Showing posts from 2015

The Initial Recovery

Normally a business cycle takes 9-11 years to complete a full cycle. In order  to understand a cycle we need understand it in 5 phases 1) The Initial recovery 2) Early upswing 3) Late upswing 4) Slowdown and 5) Recession. When we see in context of India, business cycle is just about to kick start and we have started the first phase of Initial Recovery. Here are some of the key initial signs of Initial recovery Business Confidence : - Recovery last for 6-8 mths where business confidence started rising. Business confidence bottomed out in year 2013 and we have seen initial glimpse of confidence coming back in the year 2015 as more and more global MNC coming to India setting up plants and building with a long term view in the country. G overnment Stimulus : - Government stimulus by way of low interest rates and budget deficit provides the stage for growth. In India government has tried to structure its balance sheet and thanks to the gains from commodity prices gover...

My Learning so far from Indian Stock Market

Over last 3.5 years of my experience in the Investment Industry equity got the attention of investors for just 1 year actually real estate had stolen the show. Certainly 2014 was an exciting year for the Investment Industry. My experience in the market made me realized to some extent how market operates and how tezi creates excitement and brings people in stock market. People do more of talking and less of understanding when it comes to investment. Most of the frontline stories get popularity followed by news which plays a big role in grabbing people’s attention. One more learning is that lot of people work on tips when it comes to investment so I thought why not share prospective on tips. TIPS! How people want tips! They crave not only to get them but to give them. There is greed involved, and vanity. It is very amusing, at times, to watch really intelligent people fish for them. And the tip-giver need not hesitate about the quality, for the tip-seeker is not really after go...