Oct19 Webinar

In this webinar, we talk about Govt stimulus that failed to revive the markets expectation for the next year, equity portfolio performance and Nippon India Large-cap(Reliance Large-cap), A small review. Intro to BTT Stylebox.

Innovate or Perish | What will happen if you don’t Innovate?

All kinds of stimulus by the government is still not helping markets get into a bull rally. Markets waiting for the real push in the form of profit numbers from companies, which should take 3 to 3 quarters from now. Gains made from tax cuts, have begun to reach consumers, next is volume growth and add to more profits. Businesses are not having growth because of a lack of innovation. Auto sales down not because people don’t have cash, there is no Wow! factor to pull people to buy cars. Innovation crunch has hit all the segments of the market, only those who have given new experience to their customers are growing their business.

This kind of growth stories is always found in the markets, identify them and invest to make big returns on your savings.

Markets Rolling after the Biggest Gain of the Decade!

Surprise Tax cut on corporates turns the market from Bear to Bull. Yet, this rally will face challenges to sustain. This is India’s biggest reform in the decade which changed the Global view on the way of doing business in India. With the approx. amount of 1.45 Lakh Crores moving from Government to the corporate sector, we may see much better use of this money in the hands of the corporates. Now is the time to wait and see who will benefit from this exchange and how will this transform the Indian economy!

Sept 2019 webminar

Market going up, not a sustainable up move due to low buying power. FPI taxes & Bank mergers propelled market to go up. 5% GDP was brushed off, which is a sign that market has bottomed. Expectation on GST cut, Auto and Biscuit segments where cut is expected while there will not be any positive change due to this. Present correction which is likely to stay for another year or so is a very good time for investing, to pick up stocks at a bargain. It is time to increase SIP’s as well as bulk investments. ITC is now in a attractive buy position for long term investors. Dividend yield on ITC stock is about 2.25%, similar to rental income. Whereas growth is expected to be around 400% in the next 10 years.

Bank Mergers & 5% GDP

10 PSB’s getting reduced to 4, synergies that this big merger will create. Lesser competition for the bigger banks now and also the advantage of cutting cost due to branch closures are being a big positive for the banks. GDP at 5%, a 6 year low, in fact, brings opportunities with the next big jump that is possible with every fall. IN 2009, GDP grew at less than 1%, the following year it moved up to 12.50% and stock markets gave 100% growth in 1 year. One more such event is unfolding, time to invest.

Market Bottom Established

Rollback of taxes to bring relief rally to the markets, it might not be a turnaround, while a bottom is now established. Between now and the next time the market reaches for the lows is the golden period to invest for 100% growth in the next 5 years

Why my SIP is Negative?

SIP returns can be negative for the first 2 to 3 years, give your investments time to work, say 5 or more years. There is no possibility of negative returns from SIP. India is in the cusp of a very big upside for both its economy and the markets. Do not disturb your SIP’s, stay invested, you will have very big gains to be made.