A Year for Selective Equity ~ Diwali 2011to Diwali 2012 ~ Stay Selectively on course forDiwali 2013
As we Approach it on November 13,2012
% Movement in a Year
L & T Finance
Tata Global Beverages
Gold US $/oz
Gold has been Flat for the past One Year yoy as Europe Capital continued it’s flight into US Treasuries in 2011 and 2012 and supported the US $ ~ but 2013 it should resume it’s march into record territory over US $ 2000/oz
Indian Sensitive Indices too were largely range bound and it made little sense to play them ~ 2013 may not be much different
The Strategy as recommended strongly last year was to be bottom up selective in Stocks ~ two of my favourites from 2011 and recommended more than once strongly to clients were L & T Finance Holdings and Tata Global Beverages ~ and they have not disappointed with the later surging 100% in a year and L & T Finance beginning to surge recently and is up 25% from last Diwali
Continue to Stay Selective rather than play the Indices and stay Long on Gold too !
Live ~ Don't just Exist ! ~ B+,that's also my Blood Group ~ Began with Auditing,Accounting and Consulting before moving full time to Capital Markets ~Passionate about Equities ~ Fundamental Advisory & Training & Investments in Capital Markets ~ 25 years in it and trained over 50000 ~Wealth of Mind & Wealth of Monies should Move in Tandem ~ Want to sense what's happening on BSE & NSE and off it ! ? then connect with my blog www.gauravblog.com with the tagline " In India,Companies may fall sick but Promoters rarely do !" ~Buoyant ~ Enjoy Life's Journey making Friends and Travelling ~Been There ~Done That~and even Burnt the Toast ! ~ Connect with 'Rock On' and 'Zindagi Ne Milegi Dobara' ~ Lived and Living it! ~Endeavouring to add ethical and honest value to Family and Friends and Business Clients and Associates ~ Mentoring Today's Youth without being Judgemental while embracing the inevitable social changes ~ Intensely Passionate about All matters ....Equity and my blog www.gauravblog.com...My Kids..the're my vital Vitamins !....Food ...Swear that Cauliflower is 'God'!...Films...Neil Diamond...Kishore Kumar...Maria Sharapova...Madhuri Dikshit....reading on philosophy...yes, I really do!....'Economist'.... Cricket...Football....All Sports....played in many at top competitive levels and won several prizes and awards.....yes also passionate about my wife !..she's prompted me to say this!