What could go wrong with indian stocks, GST? Or lies of each government? or we will follow the suite of US government

There are two ways to look at any market for an investor. One, which my Punjabi broker for many years now tells me, is, well, roughly, 'In the mating season, everyone is in heat.' Which essentially means, follow the herd. 

Buy when everyone else is buying, which is actually at high price; sell when others do when, yes, the market has crashed. Which means, roughly, that if you put in Rs 100 as what you thought was 'investment', now is worthless Rs 50 of mud.

I know somewhere next bearish sense will be thrown by BONDS, everyone has borrowed money but they have never thought of paying principal back. As it will lasts with paying interest, it will create new money to pay principal and debts.Sooner than later all run towards safe heavens.

     Safe heaven is no more gold, it could be Land or crypto currency, if it does not get hacked again and again. Banks own the gold, they have their monopoly to use it someday and when banks start failing.But once the rush for bringing debt on books will happen, they have to start selling best assets on books.

Why no one likes the regularization: if anyone likes it those biggies knew it will create new jobs and new model to follow. Then they can last with their work forever. Wherever regularization start happening, that sector does not follow the growth model. Like betting on insurance when it was earlier unorganized, never intervened by government, it was an good place to invest money.

When pharma companies has no need to say why they raised prices, it was good for those stocks to grow. 

GST will bring india on its feet due to lack of tax collection and hefty processes. If i can pay tax once and then can borrow same money using return filing, then why should i worry about GST.This will make GST on each item growing by time. 

Next theme is crytocurrency or it is current one, further would be unorganized sector. Volatility will be the key everywhere, everyone will start putting money when stock rises and it keep growing.

Invest in companies which have less competence, less no. of shares which looks costly in price, but it will pay nice return over the period.

Buy or sell or hold.

Buy or sell,today's hot picks

This are the stocks which were bought or sold by 9:15 am at most.For news based stocks, see below.

Jubiliant foodworks is sell on based of the news that they are going to pay employer for sunday too.BEML is buy on based of the recent news.Banks can fall anytime,it's just waiting for result of any single bank and then it's sell.

Everywhere it's policy or the govt is failing and trying to rebuild new measures to save the countries, which will create ton of uncertainty over the future like china, britain, EU, USA , India...

I feel only one way to think about it, failure within society to dig more growth and changing of governments with the policies.

India came up with idea of using more cards and less cash,but it's hard to happen.Those who are doing it already also going to keep more cash in pockets because they are also worried thinking when will they get change of 2000 note in their pocket. Govt. is pushing all pressure on banks and banks will frighten soon by seeing that situation is getting worsen up in there books and lot of back office system is needed to put in place for them, so they will ask for more cost from the customers like they just asked to petrol pumps at the first, later it will be customers only.

One failure- uncertainty on growth or can say failure with decision.

EUrope oh man it's falling,the seven stars are going to be nowhere in future.Maybe germans and some other countries hold the breath together as they have build this EU gratefully but those who are already panicking felt that they didn't got help they ever wanted or the bribe in terms of handing extra money to them.Spain,italy,greece or whoever else is panicking are going to see exit door from EU but i really think what next they are going to do or can even they do anything? Yes Euro will fall,so what are these countries going to make any new mark or will go on the way to being poorer more,it's really an answer that time will tell.But right now they are thinking to sail out of the sea and land at some island without knowing the next path on their way,Brexit was the one, they are doing good so far but by the time EU will get more cracks, UK will feel the pain more because business is always with EUrope, i  don't think if they got any nearest dealer country group to have business with.It's not safe at all in UK,Europe can still stand over one fit tall.

China wants to build up their mark everywhere by claiming higher growth and they are trying it from last 2 years badly to get ahead from all,but now their stock market is stuck within a range it shows no moves in any direction.They tried to buy the markets and pump up the money but it's still unloading in there pockets.Now they start claiming sea,borders,business and nonsense people like Trump and his followers start pricing the thought that USA is big, not the china.

If Chinese do want to grow,they can't ever clean themselves,they can only make business as usual because if you are big you can't move like an dinosaur or others will shout on you that you are under our peripheral now,so just wait and watch situation is ahead for them.

US & the godfather TRUMP,tweeting made everyone thinking what he can do,but can he really make any mark it's an question with an answer from world is that Yes twitter is free but when any decision get made by all fellow members,Trump tweets will get rejected.They can't punish mexico like this or China the big whale.So go trump do as much tweet you can to shake the stock market tree and let's world analyze that how many fruits have fallen or stop growing on the tree of others.

It all creates the so called uncertainty , which create volatility, which lends path to safe heaven and those who are not impacted they bring up their policy move forward like OPEC,because all have hurted them long time back when everyone was united,but now they are trying to be UNITED and others have started breaking themselves from hammer time by time.

Do Fed will suggest any hike? Markets started falling, where are we headed

Do Fed will suggest any hike? Markets started falling, where are we headed

S&p 500 Vix has started rising now and it shows bad times are coming.Either in terms of Fed rate hike or in terms of Trump winning the bet.But reality could be that Fed don't hike post election because it triggers a wrong wave all across the globe.At last Hillary with find imprint of experience can have winning trophy only.

Everyone has started saying that market will be volatile in 2017,because all are expecting Fed rate hike to happen somewhere in Jan-Mar 2017.So with each fall or uncertainity buying and holding for few percent hike would be an best option.Oil started falling again,but it could hold 45 level due to Cold weather is on way over the globe.Gold will rise but always fall with an pace of touching new lows, So stay away with it.

What to Buy or sell in April 2016.

                                                    What to Buy or sell in April 2016                                                
US GDP numbers were good , if no one goes for reality check. It will push Dollar up a bit till next FED meeting and drag the commodities lower such as Metals , Oil and few others which are volatile of them.
  But when I have to see how it is going to play for Stocks , Where reality checks always happen. That could drag markets lower with Commodities . Except a 3 percent cut in global market for next week , we are headed in expiry .

What would be considered for buy : Where is stability ? It is available in those stocks , which can come up with good set of coming quarter results . Not banks , Not IT , Yes pharmaceutical stocks , financial , Manufacturing companies and Auto companies which could be the biggest beneficiary for upcoming results. Banks will rise wherever there is an hope of rate cut is popping up , But as soon as rate cut happens , Market falls on thinking about new losses to considered on books of bank .

Bonds will start making fall so do yields will rise . Many hedge funds have started looking over them , they were not sounded safe betting on Bonds or Corporate bonds.

What's Next in 2016..Which we all know till now

Oil , FED , ECB , Pound , China , Japan ,Gold and Emerging markets all are in news nowadays. If not one then other one,But all are trying to play there part in this deflationary environment.
  OPEC and Non-Opec countries want to come up with Resuming production at a level , But Iran will keep supply on .Which could not help Oil prices at all to anyone, Only could lead to an hope of prices stabilizing near 40$ a barrel. Iran oil might been targeted to few importers only , So we saw a positive builup till 40 in oil prices . Where are we headed after that , 45-48 at highest level .Market is waiting for news that production resumes somewhere in middle east ,America dumps much oil later on .
 
  FED which sounds me like f***ed ,They want to create an momentum of growth in wages , data .Is really US Economy growing , that will remain an ? for everyone .GDP growth says , Yes growth is there , Data says Not much yet . So Investing in Dollar yet is not found an better instrument , Hedging also messed up.
  I have felt that 2008 data and all numbers should be used to create an new benchmark of growth in world .Economist consider everything from beginning  , but when you fall down , you need to giveup on those parts where you got injured and sometime surgeries also not helpful. They become scientist by creating more cheap money only for banks and Institutions , No one got results at ground by far . These type of surgery have created only Anxiety , Volatility and finding value after all done.

  Lower tops and Lower bottoms around the all markets are result of those failed stitches. Indian economy grew as GDP data shows , because Indian govt. and RBI have agreed to create cheap money by disbursing money to poorer in Jan Dhan way , Swacch Bharat (Many unknown schemes have been created , but poor people are using to get money , rather creating valuable assets or value  in their daily life ) .
  All type of Yojnas or plans have only disbursed unknown money to bank accounts , which have created transaction for an bank , poor got little amount of money directly into pocket for daily usage . Poor never learnt the way of living an better life in free money , So their is need of employment rather these yojnas which make banks look bigger. The way of Disbursing money in USA  or Europe called as Quantitative easing , so Indian government did, but in different way. "https://en.wikipedia.org/wiki/Quantitative_easing "

ECB Hats off to you finally , because they are the one who understood the outcome .When there hand holding economy was not going anywhere after pumping lot of money in system . Do not infuse more money , Do not cut interest rates ,Let market be jittery about this .Things have to be stabilize by creating work , skilled labors and may be by some policy changes.
  Need to stop the Brexit is required , It will shake the European economy as well to British a lot. They will lose significance of other Businesses where they have strong mark. I see it as Either British govt will change , or policies towards being in a group will change .

China growing , yes a bit of slow down but still growing . Desperate times , Desperate measures have been taken to stop the recession mark . They will make many changes,surprises are always there from their side.Damage is there to all parts of china , But it will be handled by time .

Japan means more money will be created , interest rates will be dumped till investors say enough with them.Create a new benchmark as per your ongoing growth would be an last step for them. I hope they are not near of any flood , which could make them having change in everything at last .

Gold gets shine and lose also. Next fall in Gold towards 1100 will markets panic , because everyone have got cheap money so they need assets which could provide better return . Gold never guaranteed them a return , It was just for hedge .Gold and all had fall in time of recession , those who were ahead they have also fallen in recent times. Hedging is not purely playing much as they wanted to.

Question remain as usual is what should do next ? Should we stop investing or should take chips out of table now? Stay invested where value goes , where more investment and growth is visible . Concentrate on Profit making companies with better EPS then last quarter or previous quarter. Many companies have not went anywhere after recent fall worldwide or upside of 10 percent in markets . Try to discover value , The time lower tops lower bottoms starts, start getting out of market.
 Or start investing with weather ,like Summer is coming so who is going to get benefit ( Icecream companies , travel companies , power companies )