Monday, September 21, 2015

Headlines making noise on 22-09-2015:


Volkswagen Drops after admitting diesel emission cheat in US ; It will make Affect on other Auto players as well , but selling stopped due to this will be a better option to buy Other players stocks now .Motherson sumi went down , but Tata motors could see 5% rally just due to this.

RBI might willing to give repo rate cut this time ; What happen before policy date , Indian banks and other sectors rise as well as their share prices. But the time rate cut announced , We rise for a last time and then fall .Because it is a hit on wallet of banks and this shows we are growing at lower pace and RBI is concerned about our GDP ,WPI,IIP all type of no.s to grow substantially . Then by time Banks start cutting their interest rates , they also begin to fall .So Buy before policy date , sell after it .

FED didn't announced rate hike yet ; When they will do that seems clear for medium term by 2016 only .They need to watchout no.s , wage growth , contract based job growth and last important one is Inflation no. where all are predicting December rate hike .But the whole data till now shows somewhere by March -June 2016 we are going to see rate hike. Each time due to such policy decision at 17th of every month , our market start pricing in interest rate hike by FED. Folks let market fall due to uncertainity and buy once wash is gone.

Last point : We are going to see result quarter ahead in october , so get started to buy/sell now good companies.Buy only best .

No comments:

Post a Comment