Where is the Bull?

Party is over in Dalal Street. One of the longest bull-run has come to an end. Thanks to Inflation and not so enthusiastic growth figures from various sectors. Oil prices are at an all time high. In the middle of this uncertain environment, there are people with some disposable income but not sure where to put the money.
The Banks are giving handsome returns in Fixed Deposits. Suddenly 9% return from FD is looking more lucrative than share market.
There are ways to beat the negative returns from the market. Try looking for those sectors which are somewhat secured from these negatives factors. Firstly I will go for the media and entertainment sector. No one is going to stop watching movies (read PVR, ADLABS).These big multiplex groups are into movie production as well. Our film industry is doing well which in turn will lead to better numbers for these companies. Still the mantra is to buy and hold these shares as you won’t get some extraordinary returns in short term.
Another share which looks good from a long term perspective is Dish TV. It’s the only listed company in its category. Currently they are busy in capturing the market as the biggest challenge is to move Indian viewers from cable operators to set top box. Hence free set top box scheme will definitely make a dent in the financial books in short term but in the long term the picture looks bright. They will start getting the subscription fees which will improve the cash inflow. At current levels this share looks good. In a span of two years it will definitely give some handsome return.
Beating the street may not be easy but people are making money. Happy Investing!

Lakhtakiya !!!

Launch of Lakhtakiya (Tata Motors' Nano) was one of the much awaited events of the year. Ratan Tata managed to put the base price at 1 Lakh. Higher version will cost more based on the additional features.
Things have changed a lot from the announcement date till now.
Thanks to Mamata effect, the manufacturing plant completion is already behind the schedule. Project delay means cost overrun. If we go by the market rumor, TATA motor has already lowered their procurement figures from various vendors. This means that the launch may not be on a large scale. Initial rollout of Nano will be less in numbers.
Rise in the input costs will also put a lot of pressure on the margin. Rise in steel price and other input materials will definitely hit the bottomline. They have put an upper cap of 1 Lakh on the selling price (for base model) but putting a freeze on the cost is not possible. It is something that is determined by the market forces. Inflation figures are already making some new high every week.
Third hit would be from the competitors like Maruti and Bajaj. Maruti has already announced its plan to bring a trim down version of its ‘Maruti 800’ model. With so much experience in India car market and the already depreciated machinery, reducing the cost will not be a big challenge for Maruti. Existing distribution network and vendors will add to the advantage.
Ratan Tata has always come out in flying colors in the time of adversity. People were apprehensive at the time of Indica launch. I am sure Nano will not only clear these hurdles but win the hearts of the middle class who wants a safe vehicle. With so much innovation I am sure things would improve by the launch time. They have already filed for 34 patents. I am sure TATAs will come out with some new distribution model to reduce the cost. Adding to this is the cute look of the car which every middle class Indian want to own.

Be Indian Buy Indian

The title of this blog sounds as if it was written before 1947.It holds true even in this globalized economy.

I try to go for some thing which is very INDIAN provided the quality is at par with the so called Big MNCs.Bisleri or Kinlay,Voltas or LG,Fruity or Maaza....the list goes increasing.I go for the Indian products which are "Made in India" "Made by an Indian Company".
Ab aap log bhi soch rahe hongey ki mai 19vi sadi ki baat kar raha hoo.If the quality is at par then why not go for some Indian product..."wo kehte hai na Ghar ka paisa ghar mei rahega".
Its not always possible to get a good deal for an Indian Product as the case holds good for TV,refrigerator or any cosmetic product.MNCs have outshined the Indian companies in many areas.
They have every reason to be so as they have huge financial backup to change the market dynamics.
Still my mantra is 'Be India Buy Indian'...isliye mainey liya India ka AC :)

Yeh hai cricket

IPL,the new generation cricketing event has changed the face of cricket.The involvment of corporates and film stars have shown that there is something for every one-money,fame.The big guns of Indian cricket were SOLD at some astonishing high prices.But the not so known faces have performed well and this is good for the future of Indian cricket.The failure of Big shots like Mr Wall,Mr. Very Very Special,Prince of Kolkata(the list is long) has put in the new players to come in limelight.Yousuf Pathan,Abhishek Nayar and some others have proven that they can play good cricket.Hopefully from next series we may find a totally new team where the balance tilts towards the youngistan.After all the corporates who have put in their money want some return Boss.Its all about money and of course Cricket.

Munnabhai Chaley America

Munnabhai chaley America may not hit the theatres so soon.....but some how i have reached uncle Sam's country....where i can find harey harey notes.hare patte ki hariyali...where u will find more tattos than clothes on the body of any american....well thats how this country is....

I never wanted to come to this place but kya karey...naukri hai....karna padta hai...
took the flight from hyd to mumbai...and then the long journey started...jet airways flight mumbai-brussels-newark....it was long 16hrs plus journey........finally landed in Newark...
it took more than 2 hours to collect the baggage....well its America...must be an exception....give me a break...thats the routine..baggage loss and delays were normal...anyway...its USA buddy...

My flight was from Newark to Dayton( a place in Ohio).....continental airlines...naam to suna hi hoga...well i have heard it in some case studies in my MBA time.....

Airport was quite big....reached the gate from which i had to take the flight...there was an announcement ..flight is delayed for half an hour....reason ...dont know..
then they asked us to board the plane....took the seat....flight was ready to take off...but hold on man....not so soon.....pilot tells that airport authority will not allow this flight to take off because one of the back light was not working.....hehehehe....please wait in the lounge area....
finally the flight took off after a delay of 2 and a half hours....An hour long flight was delayed by 2 and a half hour...hey its US man and i am flying on Continental...its not Deccan Airways....
Finally managed to reach my hotel..got the room...service is quite good ....and guess what this time its not American..its a Gujju hotel....yeah this hotel is owned by a Gujju....
Chalo is desh mei kooch to sahi hua...Thank God Indians are here....