Some Fundamental Issues of Governance

Market Matrix – 26 Feb 01 – Some Fundamental Issues of Governance By Krishna Khandelwal  The following is my musing self recorded on the 26 Feb 01 and is being reproduced for the readers here and since this raises and deals with some fundamental issues that plague the modern-day governance, it has relevance today:- ‘We … Continue reading →

Nifty Prospect

Slowly turning bullish because none of the sectors may perform poorer in coming times supported by pool of money that is expanding all over d world. There is pause in capacity creation and this is going to give impetus to earning in next sevaral quarters. Sorry for savers. The result season has commenced and we … Continue reading →

Stimulous and Relief Packages

The govts after govts have been announcing stimulous and relief packages during last 12 months. The govts can not tax people at this unfortunate turn in history of mankind at higher rates and have to spend more and more. The easy option is to print money giving it name of stimulous and relief packages. This … Continue reading →

Who can hold nerve…

Friends, I am not talking of changes in price level from lows of the years, I am pointing out to you the change in Nifty and its component companies over the last 365 days before the melt down. You may see stark difference in level of prices now and back 365 days. Every passing days … Continue reading →

Portfolios…PTQ3FY21

Friends, You are aware that we had closed all previous portfolios in Nov 2020 considering that market was at a point which was not in conformity with fundamentals. Since November end market kept moving high but we waited for the results seasons to commence. Now the result season for Q3FY21 is almost over and we … Continue reading →

Recommendations at a Glance

Abbotindia @14634/- on 09/02/2021…Buy this for medium/long term. ACC @1765.- on 12/02/2021…Buy one lot now and secon lot at under 1635/-. Adanitrans @532/- on 05/02/2021…Buy this at under 435/-. Adaniports @576/- on 10/02/2021…Buy this at under 535/-. Adanigreen @1068/- on 11/02/2021…Wait for correction and next advice. Auropharma @935/-…But this for medium/long term. Axisbank @666/- on … Continue reading →

New Portfolio (PTQ3FY21)…performance and activity

Friends, You are aware that we liquidated our all portfolios earlier and their respective performance is available under catagory ‘Portfolios’. We have created a new portfolio (PTQ3FY21) which covers all stocks covered under Nifty and Nifty Next. All these 100 stocks have been or will be analysed post Q3 results. This portfolio is based on … Continue reading →

The Budget And RBI’s Policy Meet

The two important events have taken place in this month itself, the budget and later the RBI’s policy meet. Both have announced, more or less, the continuation of what has been. This is major departure and is welcome. Why not let matters settle down and obsrve keenly before attempting to change course because what govt … Continue reading →

The Markets

The leading indices are rising and rising purely on back of FIIs purchasing. Biden is sworn in America for America, not for India. So, any kind of enthusiasm on that score is foolish. Our budget is mostllikely going to be a non-event. The corporate taxes at already at low point and may be tweaked to … Continue reading →

TCS @3120 on 08/01/2021

This may be sold now if in stock, however, it seems worth buying ta under 2865/- for medium/long term till the next advice…ref 145/385/2035/1091/1200/1200/1000/1000/qIIIfy21). N.B. This has been good scrip to hold and has given good performance over the last five years gaining more than double the in terms of price while its sales revenue … Continue reading →