Market Pulse
Weekly Action
Nifty, -3.7%; Sensex, -3.9%; Nifty Midcap, -2.5%; Nifty Smallcap, -3.1%; and Model Portfolio, -2.9%. Continue reading “Weekly Big Picture : Nifty Slides 3.7% this Week; SBI Asset Quality Improves”
Daily Big Picture : Auto and PSU Banks Underperform; Yes Bank Declines 27%
Today’s Action
Nifty, -0.1%; Sensex, -0.1%; Model Portfolio, +0.8%; Nifty Midcap, -0.9%; Smallcap, -1.5%; IND47, -0.4%
Daily Market Review
Market Status: Confirmed Uptrend Continue reading “Daily Big Picture : Auto and PSU Banks Underperform; Yes Bank Declines 27%”
Stay in Step with the Stock Market – MarketSmith India Webinar | 16 April 2019
[embedyt] https://www.youtube.com/watch?v=9PnIyALSbdo[/embedyt]
Stay in Step with the Stock Market – MarketSmith India Webinar covers the following topics:
• General Market Direction
• A look back at the Indian Stock Market
• What investors should do now
Learning Article : How to Leverage Sector Rotation to Outperform the Market
Amid the rabble of traders fighting to chase stocks, people tend to miss the bigger picture. Everybody is in this game to outperform the market. Looking for individual leaders is important, but in order to do that efficiently one must be ahead of the sector rotation curve to spot where the cluster of leaders is being generated.
Just like overall business cycles, sectors also have their trends linked to economic rationale. For example, overall growth outlook of any economy first impacts the Banking and Finance sector, followed by Infrastructure. The Metals and Mining sectors follow the commodity cycle, while the FMCG sector picks up on consumer confidence. While there is almost always an economic rationale behind these trends, there is an objective and efficient way to spot sector rotations. Continue reading “Learning Article : How to Leverage Sector Rotation to Outperform the Market”
Market Rewards Preparation, Not Prediction
“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” – Abraham Lincoln
The Indian stock market had a dream run in 2017, as it went past multiple hurdles to scale new highs time and again. After languishing sideways in 2015 and 2016, a strong year like 2017 was somewhat expected. However, the magnitude of returns took everyone by surprise. Sensex’ 28% return in 2017 was ranked the 15th best year in the 38 years of its existence. Continue reading “Market Rewards Preparation, Not Prediction”