Monday, May 18, 2009

Sensex vroooooooooooommmmmmmms.......

.....................Dil Mange More said Sensex when circuit broked. Making all thinking next is what. The jumping Sensex has reminded India all of security scammers from likes of Harshad Mehtas to Ketan Parekhs. Most feels, technicals are bad how it dared to jump so high, no doubt stable govt is a positive but not much that sensex can jump by 17%. Most believe this is a bad time stay far from market, theres no chance that company earnings will zoom by 20-25% over the next one quarter due to a stable govt. So anyone who invests now will be a fool, sensex has jumped without a firm base and the jump may result to a big problem for all.
But what I feel is otherewise, this spike is here to stay, lets go back to 2008 when nuclear deal was signed, despite facing the verge of failure this very government stood up, took the challenge and made the decision which is a history in itself. Now it has the majority, it has ability, courage and AUTHORITY to take the decisions which are required and may put India to an even faster growth track. Moreover all over the world indices are not governed on companies earning alone market setiments also affect the index numbers. And this euphoria is on the base of pending decisions like: i) Pension Reforms ii) FDI reforms iii) Labour Sector reforms iv) Insurance Reforms v) PSU Disinvestments and many more.
All these decisions will bring a lot of money to companies reducing their cost of capital and thus more investments, more growth and thus overall enhanced value to the stocks.
So have faith in our country, we are on the right track.

Yours
Ajatshatru Kaushal

Sunday, May 17, 2009

and India wins

Today India has won, Won from the fears of uncertainity hanging over its Head. Heartiest Congratulations to all who feel that India has won, that we as Indians have won. Just remember the days of Hung Parliament, when nothin was certain, no one knew how long the govt will last, remember that we had primeminister for 13 days resulting to complete chaos in all over the country, providing opportunity to enemies to take advantage out of this.
Congratulations to those who understand & believe that a stable Government only can lead India to path of sucess and transform it to a developed country. This stable govt is going to last for next five years. The next five years are going to take india to new highs. We will be a nation using 3G phones, digital TV networks, Metro Commuters, and much more that we cannot anticipate at this very moment. but one thing we are sure of that these coming five years are going to make a big difference in India's stature at World level.
As it may be seen in the last decade two different govts lead India and completed their respective tenures and in these 10 years the diiference in growth is clearly visible as compared to the growth in previous 40 years.
Now, a sound decision making body is going to be present in Parliament. its high time to tighten our belts to work harder to take best out of the situation, to forget what happened on 26/11, to forget recessionary pressures and work dilligently to take India to the position it deserves and we all desire in our hearts.
Remember the lines "Woods are lovely, dark and deep,
but there are miles to go before I sleep"