Markets
BSE See NSE See 39,434.94
311.98 (0.8%)
collapse Related Readings collapse

Setting Stage For The Next Act

| 12/13/2012 9:05 PM Thursday

The government has finally managed to move ahead with its reforms agenda and this is certainly an encouraging sign, at least in the short run. The markets had been waiting patiently for this and have been reacting positively ever since the intent to carry out reforms had been spelt out by the Finance Minister. At least presently, the going seems to be good on all fronts; domestic as well as international. The US is busy grappling with the Fiscal Cliff conundrum, but there is a widespread belief that this ‘to be or not to be’ fight will finally end with a desired solution. Europe, on the other hand, has been sinking deeper into a recession, but then, this has anyways been discounted by the markets. Back home, the UPA II is seen setting up its agenda for the next general elections to be held in 2014. So, where does the market go from here? What will drive the markets going forward? This question is not something that we are addressing for the first time. In fact, our editorial and research teams have been working tirelessly towards providing our readers with the required guidance to help them swim and win even in difficult waters.

While the broader contours of the markets’ direction have been chalked out by us over the past many issues through our incisive research and experience, we thought this is the most opportune time to pinpoint the exact triggers going forward. Cash transfer of subsidies is all set to kick in from the 1st of January 2013. Will the scheme yield the desired results? Who will benefit out of it? As we see it, there is every probability that the cash disbursed will go into pursuits other than for what it is meant for. Another major trigger will be a populist budget and more importantly the budgetary allocations to various sectors. Power, Infrastructure and Real Estate are three sectors to watch out for. Our cover story will tells you in greater depth, why this is so.

It pays to be invested in companies that are market leaders in the segments in which they operate. But this is not the only reason why we are recommending HSIL (formerly Hindustan Sanitaryware) as our Choice Scrip this fortnight. I am sure you would want to read the other reasons as well. But more importantly it is desirable that you make investments so as to profit from them based on our recommendations. We have great faith in our banking system and the developments that are happening around this vital sector spell some good times for it ahead. We have naturally picked Vijaya Bank as our Low Priced Scrip for this issue.

A big feature of this issue is our special section on Mid Caps. Mid Caps are one of the most important segments of the market for they have the potential to deliver superlative returns if you could enter them at the right time. A timely entry into properly selected Mid Cap stocks can help improve the alpha generation of your portfolio.

Our research and editorial team gives you a host of carefully selected options to invest in this segment. But remember, mid caps are prone to wild swings. While they go up the most in a bull phase, they are also prone to rapid declines when the market trend turns the other way round. We have done the hard work and are presenting to you the best investing options in this segment. All said and done, as they say the proof of the pudding lies in the eating. So here are some stocks that we had recommended as good mid cap bets earlier and have now migrated to being in the Large Cap space.

As usual, our expert panel brings you the best insights on matters of tax and financial planning in response to your queries. The issue rounds up with market gossip which tells you of the stocks that could fetch you some quick returns over the short term. But remember, these are purely speculative and you ought to exercise immense caution while playing in these.

The markets are poised at a very crucial juncture and have been taking cues from factors relatively extraneous to stocks. The next three to four months are going to be very exciting and at the same time challenging for all of us. While we continue to guide you through our research and experience, it would certainly be good to know from you how well you are benefiting from our work. Do let us know, what you feel about our content. Send us your feedback on comment@dsij.in. The next issue will come out at the beginning of the new year and we shall be there to handhold you into making profits by investing wisely for many more years to come.

V B Padode
Editor-in-Chief

 

Find More Articles on: DSIJ Magazine, Editorial

news letter

More for the early bird.

Get the post-market reports and breakfast news right in your inbox. See latest »

DSIJ Mindshare

Torrent Power shines on the bourses

Vinayak Gangule / Article rating: 5.0

Torrent Power sparked in Tuesday’s trading session as it informed bourses that it has received an approval from Gujarat Electricity Regulatory Commission (GERC) for the power procurement arrangement of 278 MW between the company's UNOSUGEN Power Plant (capacity of 382.5 MW) and its Licensed Distribution Business for cities of Ahmedabad, Gandhinagar and Surat.

12345678910Last

Tiger Logistics topline to grow by 10%--buoyant over infra sector status to logistics sector

Tiger Logistics topline to grow by 10%--buoyant over infra sector status to logistics sector

Logistics sector will play a vital role in making the concept of ‘Make in India’ a success. This will be further aided by some of the recent steps taken by Government of India such as granting of infra sector status to logistics sector.

Best and worst Performing Sector Funds of Year 2017

Best and worst Performing Sector Funds of Year 2017

As the year-end has approached most of you are eager to know the mutual fund movers and shakers of the year 2017. Read on to find the performance of various sector dedicated funds.

Markets may start positive, but volatility likely due to F&O expiry

Markets may start positive, but volatility likely due to F&O expiry

The start of the F&O expiry day is likely to be in the green, but volatility may creep in with the progress of the session. The SGX Nifty suggests that the Nifty could open at 10,525 with gains of 32 points at the opening bell. 

Pidilite announces buyback of Rs 500 crore

Pidilite announces buyback of Rs 500 crore

The buyback offer comprises purchase of up to 50,00,000 equity shares. The buyback offer size comprises 0.975 per cent of the total paid-up equity capital of the company.

Bank Nifty drags markets to close in the red

Bank Nifty drags markets to close in the red

The late session fall in Bank Nifty changed the direction of the market, leading to a marginal fall in the benchmark indices. Bank Nifty yet again resisted at its multiple point downward sloping trendline level at 25733.

Six major underperforming MF schemes having higher expense ratios

Six major underperforming MF schemes having higher expense ratios

Mutual funds with a large size of assets under management (AUMs) are supposed to have lower expense ratios. However, there are schemes with large AUMs but having higher expense ratios and generating lower returns. 

Nifty Pharma supports market; Sun Pharma at bullish reversal

Nifty Pharma supports market; Sun Pharma at bullish reversal

Nifty Pharma index has come in as the healer in an otherwise sluggish market. Index has given a consolidation breakout at the 9420 level today and if the it sustains 9420, followed by 9628 on the upside, it has a long way to go.

Ten stocks close to their 52-week low

Ten stocks close to their 52-week low

Following stocks are close to their 52-week low as at 12.35 p.m. on December 27.

Ten stocks close to their 52-week high

Ten stocks close to their 52-week high

The markets on December 27 opened gap down. BSE Sensex is trading at 34,068.15, up by 57.54 points and the Nifty is trading at 10,539.45, up by 7.95 points.

Five stocks with selling interest

Five stocks with selling interest

Overall volumes in futures & options currently stand at 62.75 lakh contracts with a turnover of Rs. 5,19,204.72 crore.