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Tilak
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Username: Tilak

Post Number: 18149
Registered: 02-2012
Posted From: 1.22.196.243

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Posted on Tuesday, August 06, 2013 - 08:43 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Rao:

INR depretiation is major concern..to control this RBI is doing all kinds of tightening...


yeah .. em chestaru mari .. depreciation of INR is not their making .. its the govt which messed up economy .. RBI is only trying to clean up the mess .. though till this point they failed.

Should RBI let INR fall freely?
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Rao
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Username: Rao

Post Number: 171
Registered: 11-2011
Posted From: 193.28.80.44

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Posted on Tuesday, August 06, 2013 - 08:41 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Tilak:

what can RBI do? managing CAD isnt in their hands .. no?




to control this CAD..RBI tightened Import norms on gold etc..
this badly effected the margins of NBFCs gold companies even titan as well...

INR depretiation is major concern..to control this RBI is doing all kinds of tightening...
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Tilak
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Username: Tilak

Post Number: 18148
Registered: 02-2012
Posted From: 1.22.196.243

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Posted on Tuesday, August 06, 2013 - 08:35 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Rao:

its CAD and inflation ..to control these RBI actions..and earnings also playing its part.



Feelgud:

NOPE .. main reason RBI actions


what can RBI do? managing CAD isnt in their hands .. no?

agree with Rao on inflation and earning hurting India's story ..

Raghuram Rajan's talk 2 days ago - http://articles.economictimes.indiatimes.com/2013-08-04/news /41059275_1_financial-services-raghuram-rajan-manufacturing

Is it mere lip service or real intent .. we will have to wait and see!
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Rao
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Username: Rao

Post Number: 169
Registered: 11-2011
Posted From: 193.28.80.44

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Posted on Tuesday, August 06, 2013 - 08:31 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Tilak:

Is the FII money that came in to the country during 2005-09 through Mauritius and is being withdrawn now, which is causing this market collapse, corrupt black money of political bigwigs, who see the writing on the wall in 2014 elections??




its CAD and inflation ..to control these RBI actions..and earnings also playing its part.
other than above its QE..when ever tapering talks comes..FIIs pulling out..
karnudi chavu ki 100 reasons annatlu...
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Rao
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Username: Rao

Post Number: 168
Registered: 11-2011
Posted From: 193.28.80.44

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Posted on Tuesday, August 06, 2013 - 08:27 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Feelgud:

let u see .. i am just holding 4 stocks now for 90L - 1C .. page ind - 30% REPCO- 30% Gruh-20% Indusind- 15% and 5% cash ..




I am having 15% in Gruh and repco..
total among banking and financials 50%..
remaining 50% in consumption and pharma stocks...

I ma comfortable with my stocks ..
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Feelgud
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Username: Feelgud

Post Number: 1172
Registered: 06-2009
Posted From: 122.166.182.175

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Posted on Tuesday, August 06, 2013 - 08:18 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Tilak:

Is the FII money that came in to the country during 2005-09 through Mauritius and is being withdrawn now, which is causing this market collapse, corrupt black money of political bigwigs, who see the writing on the wall in 2014 elections??




NOPE .. main reason RBI actions
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Feelgud
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Username: Feelgud

Post Number: 1171
Registered: 06-2009
Posted From: 122.166.182.175

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Posted on Tuesday, August 06, 2013 - 08:17 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Rao:

In housing finance in tier 2 and 3 ...GRUH Finance (Mini hdfc) and Repco home fin. are best...




let u see .. i am just holding 4 stocks now for 90L - 1C .. page ind - 30% REPCO- 30% Gruh-20% Indusind- 15% and 5% cash ..
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Rao
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Username: Rao

Post Number: 167
Registered: 11-2011
Posted From: 193.28.80.44

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Posted on Tuesday, August 06, 2013 - 08:05 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Feelgud:

I read subbarao is not interested, even after chidabaram several requests ..
I wish raghuram will do better .. did u add any new stocks man ?. I sold Hawkins before the results and moved to repco




I added Astral Poly technic and Cera Saniteryware..these are consumption theme..proxy to infra boom.

In housing finance in tier 2 and 3 ...GRUH Finance (Mini hdfc) and Repco home fin. are best...
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Tilak
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Username: Tilak

Post Number: 18145
Registered: 02-2012
Posted From: 1.22.196.243

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Posted on Tuesday, August 06, 2013 - 07:44 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

Is the FII money that came in to the country during 2005-09 through Mauritius and is being withdrawn now, which is causing this market collapse, corrupt black money of political bigwigs, who see the writing on the wall in 2014 elections??
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Feelgud
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Username: Feelgud

Post Number: 1169
Registered: 06-2009
Posted From: 122.166.182.175

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Posted on Tuesday, August 06, 2013 - 06:24 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Rao:

New RBI Govnr is Raghuram rajan ..hope he will do much better job.




I read subbarao is not interested, even after chidabaram several requests ..
I wish raghuram will do better .. did u add any new stocks man ?. I sold Hawkins before the results and moved to repco :-)
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Rao
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Username: Rao

Post Number: 165
Registered: 11-2011
Posted From: 193.28.80.44

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Posted on Tuesday, August 06, 2013 - 06:12 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Feelgud:

one of the comment ..

Hopefully FM has realised and must be ashamed to repeat his silly statement. we are watching and will take action when it is required. India badly needs to get rid of two joker sardar and this lungi minister




New RBI Govnr is Raghuram rajan ..hope he will do much better job..
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Tilak
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Username: Tilak

Post Number: 18143
Registered: 02-2012
Posted From: 1.22.196.243

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Posted on Tuesday, August 06, 2013 - 06:02 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Filmbuff:

in fact one fund manager said yesterday that retail investors have been savvier than institutional investors and have rightly stayed away from the markets and not burnt their hands.


IMO - We, Indians, identify financial "risks" better and avoid high risks - generally. Ofcourse we do lose out some good aggressive opportunities as well, due to this conservative outlook towards money.
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Feelgud
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Username: Feelgud

Post Number: 1168
Registered: 06-2009
Posted From: 122.166.182.175

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Posted on Tuesday, August 06, 2013 - 05:55 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

one of the comment ..

Hopefully FM has realised and must be ashamed to repeat his silly statement. we are watching and will take action when it is required. India badly needs to get rid of two joker sardar and this lungi minister

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Filmbuff
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Username: Filmbuff

Post Number: 2214
Registered: 11-2011
Posted From: 117.198.130.7

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Posted on Tuesday, August 06, 2013 - 05:55 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Tilak:

saraina options ekkada kanipinchatledu




good - in fact one fund manager said yesterday that retail investors have been savvier than institutional investors and have rightly stayed away from the markets and not burnt their hands. we just need to hold on till greater clarity emerges which is not going to happen till the next elections
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Tilak
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Username: Tilak

Post Number: 18140
Registered: 02-2012
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Posted on Tuesday, August 06, 2013 - 05:50 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

http://economictimes.indiatimes.com/markets/forex/Rupee-drop s-to-record-low-of-6179-all-eyes-on-Reserve-Bank/articleshow /21644133.cms

Aipoyindi .. its almost the end of "India Shining". The death of Indian economy is not a matter of "if" anymore, its only about "when".
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Tilak
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Username: Tilak

Post Number: 18139
Registered: 02-2012
Posted From: 1.22.196.243

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Posted on Tuesday, August 06, 2013 - 05:46 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Feelgud:

somewhere i feel with the subsides and other stuff central messing up the financial state of country


ofcourse .. country ni halaal chicken type lo .. multiple ways lo bleed chesaru for the last few years - populism, corruption, bad infra-no manufacturing etc etc .. we are going to pay big time ..
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Tilak
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Username: Tilak

Post Number: 18138
Registered: 02-2012
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Posted on Tuesday, August 06, 2013 - 05:45 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Filmbuff:

i have not invested one rupee over the past one year..


same here .. savings account lo around 2 lakhs unnayi .. saraina options ekkada kanipinchatledu .. inka FD chesukovadam better emo .. ekkada invest chesina loss ee .. bokka ..

Filmbuff:

the govt. curbed gold imports and gold industry has lost 500,000 workers over the past 2-3 months.


darunam asalu 8% tax on gold .. (just to curb gold imports/forex) .. wats the loss to the nation if 5 lakh jobs are lost in 2 months? to re-create them, it will take more than a year at the least!
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Feelgud
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Username: Feelgud

Post Number: 1167
Registered: 06-2009
Posted From: 122.166.182.175

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Posted on Tuesday, August 06, 2013 - 05:34 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

saint tammud, goddilo mella REPCO gave fantastic results .. bang on ..

added little bit of INDUSINd today at 365 rs ..

as always invested 95% of money in equity
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Filmbuff
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Username: Filmbuff

Post Number: 2212
Registered: 11-2011
Posted From: 117.198.130.7

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Posted on Tuesday, August 06, 2013 - 05:30 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Tilak:




Correct, there is going to be a steep correction. I find it funny that people are still sanguine. It is like a rotten pipe - oka hole close chesthe, unko chota burst avuthundi...the govt. curbed gold imports and gold industry has lost 500,000 workers over the past 2-3 months. Ilantivi..i have not invested one rupee over the past one year..
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Feelgud
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Username: Feelgud

Post Number: 1166
Registered: 06-2009
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Posted on Tuesday, August 06, 2013 - 05:29 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Tilak:

I think, they havent hit the ground yet. So can wait for an year or so ..




let us see . in my opinion healthiness of banks indicates the strength of the country ..somewhere i feel with the subsides and other stuff central messing up the financial state of country
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Tilak
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Username: Tilak

Post Number: 18137
Registered: 02-2012
Posted From: 1.22.196.243

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Posted on Tuesday, August 06, 2013 - 05:24 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Feelgud:

But the positive side is this is good opportunity for long term investors banks are falling like bombs


I think, they havent hit the ground yet. So can wait for an year or so ..
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Tilak
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Username: Tilak

Post Number: 18136
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Posted on Tuesday, August 06, 2013 - 05:23 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Feelgud:

I feel India is in recession not USA and Europe ..


it is .. if u consider the inflation we have and the exploding population and shrinking resources due to scarcity or irrational distribution.
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Feelgud
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Username: Feelgud

Post Number: 1165
Registered: 06-2009
Posted From: 122.166.182.175

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Posted on Tuesday, August 06, 2013 - 05:18 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

But the positive side is this is good opportunity for long term investors banks are falling like bombs
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Feelgud
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Username: Feelgud

Post Number: 1164
Registered: 06-2009
Posted From: 122.166.182.175

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Posted on Tuesday, August 06, 2013 - 05:17 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

I feel India is in recession not USA and Europe ..
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Tilak
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Username: Tilak

Post Number: 18135
Registered: 02-2012
Posted From: 1.22.196.243

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Posted on Tuesday, August 06, 2013 - 05:14 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

SBI Chairman: Urgent need to boost exports to bridge trade gap
SBI Chairman: Not sure when RBI will withdraw tightening measures

on ET ..

finally - for the first time .. I can see the writing on the wall (after seeing lots of signs in this direction for the last 3 years) - we are heading towards a big crash landing .. brace the impact!
A community that can break the country is no minority - Sardar Patel
"By education I am an Englishman, by views an internationalist, by culture a Muslim,& a Hindu only by accident of birth." - Nehru
"Congress Mukt Bharat" - www.narendramodi.in
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Feelgud
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Username: Feelgud

Post Number: 1163
Registered: 06-2009
Posted From: 122.166.182.175

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Posted on Tuesday, August 06, 2013 - 05:05 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

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