Trump in DMK
Posts
MARKEKETS SWOT ANALYSIS 28 SEPT 2020
Pharma index in consolidation mode. It consolidates & gives some sharp corrections. Then climbs up sharply. Believe now IT also like pharma sharp run up happening without corrections. After some time like pharma will give some sharp corrections and sharp climb up. These two indexes are strong.others are weak. Some allocation can be done in mid and small caps funds as corrected more than 7 %. Till US elections November 4 th results, volatility will be high. If nifty 200 day moving average not broken best time to buy.After US elections upside can be seen provided corona gets under control. Have some exposure to nasdaq and IT funds to mitigate corona impact. If you have any doubts please ask in comment section.
DO NOT INVEST IN SECTOR FUNDS..OK,THEN WHAT IS THIS ?EDUCATE YOUR SELF
People say do not invest in sectoral funds. it is risky.Invest in diversified large cap funds. But below you can see large caps are in negative zone compared to IT and Pharma funds on the 1 week basis.worse the large caps have fallen similar to small and midcap funds in percentage terms. IT and Pharma funds are better off than others in 1 week and YTD terms. Ofcourse banking sector completly out in YTD as covid has completly affected the sector. Point is EVEN Diversified/Large caps are not safe when there is blood path in the markets.They also fall along with the markets like other funds. Then where is the safety in them. Iam not saying you completly invest in sectoral funds.According to your cash in hand you have to deploy depending upon the market condition. now IT and Pharma are best bets in sectoral funds.Where you can invest.once you get the your target returns and then come out from the same. Depending upon the market conditions,we have to wisely identify the fu...
PHARMA & IT SECTORAL FUNDS OPPURTUNITIES
Due to covid 19 pharrma and IT are the flavour of the season.IT companies cost will be reduced due to work from home.Transport,Food expenses,Building rental cost and other miscellenious cost are significantly reduced Also Lot of companies and people want to go the digital way due to covid 19,there by creating business oppurtunies for IT companies. Pharma was in dumps some one year back.Covid has given a life to Pharma sector. Any Dip in Pharma and IT funds are a buying oppurtunities.Do not miss it.
MARKETS SWOT ANALYSIS SEPTEMBER 21 ST - 2020
As the interest rates will remain low till 2023 in america expect liquidity alround the world markets to flood like tsunamy. Stock and gold markets to benefit from this the most.USD will get weaker Indian markets once cross 11600 expect further rally. Pharma and IT index when ever decline will be a good oppurtunity to buy.As they are directly benefitted from covid 19 pandemic. presently both indexes are over heated.wait for a corrections. contra call can be made in PSU sectoral funds.some buying can be done. same in Nasdaq already corrected more than 10 %.some buying can be done. Gold and gold shares in a range.if comes near to 1900 $ level some buying can be done.
GOLD & EQUITY MARKETS SWOT ANALYSIS - BLOG
Gold unable to break above 2000$ level.Equity markets sell off also could not spark rally.Dollar rebound expected until sept 15th fed meeting.Any level around 1900 additional buying can be made. US markets correction may continue for some more time.Nasdaq and S&P 500 Broken the trend line.As US elections are approaching volatility expected. Indian markets mid and small caps to gain due to Multicap mutal funds rule to compulsory allocate 25% amount each to mid and small caps shares in their funds. FII buying started again.Dollar rebound is a worry.NiftyMay touch 11700 levels.
