panch-tattva…some guidance

Dear Investors/Traders, We cover stocks under Nifty/Nifty-Next and form an opinion. The results, whenever announced, are analyzed and observations are made considering almost all aspects of the business and environment. You will find such opinion in a nutshell under ‘stock-specific recommendations’. We call our system of study as ‘panch-tattva’. To understand it please read the … Continue reading

The Markets and RBI Policy

The markets took the RBI policy announcements in stride and reacted in bullish way. While the fact of the matter is that RBI is still thinking (prompted by Govt) that some sectors need kid glove treatment. This should come as a warning signal that all is still not well with economy. RBI has very skillfully … Continue reading

The Market

The markets have shown resilience which does not seem to be resting entirely on natural factors, there is some management of it that comes on back of some interested parties. That’s a worry. There is another risk lurking, it is in form of spate of IPO hitting the market and mopping up liquidity. This will … Continue reading

The Markets

Nifty kissed 13000 level and this is not a bad thing to happen in a scenario that is otherwise very unnerving. However, at this juncture we need to pause for assessment of future possibilities in respect of Nifty. It’s present PE is 27 and P/BV is 3.5 and dividend yield is 1.4%; all these 3 … Continue reading

SinceQIFY18

We have sold all holding in this long running portfolio in terms of our observation which you may refer in today’s post ‘The Markets’. We will now begin a new portfolio from next quarterly result season. On an average investment of Rs 60 lacs, a total profit of Rs 33.92 lacs has been generated over … Continue reading

PTQIIFY21

We have sold all holdings today in terms of our observations; please read today’s post ‘The Markets’.

PTQIFY21

We have sold all hildings today in term of our observation; read today’s ‘The Markets’ also.

PTQIIIFY20

Sold all holdings today excepting YesBank which is in lock in period. Please read today’s post regarding markets.

PTQIIFY20

This has been closed today by selling all holdings with exceotion of YesBank because its its in lock in period.