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Box Office: Interval or the End?

21 hours ago  
Business / Blogs/ Alpha Ideas  
                 

Insecticides India: Pest Control Problem

yesterday  
Business / Blogs/ Alpha Ideas  
                 

Asking the Right Questions

3 days ago  
Business / Blogs/ Abhishek Basumallick Blog  
I am a continuous learner. One reason I gravitated towards the stock market was because it gave me a platform to use the learning that I continuously absorbed from all around me a productive and remunerative outcome. It has also helped me in being humble because I keep making mistakes. This is a big difference from academic learning where people tend to learn to get a degree and prove their competence.Unfortunately, the world is probabilistic and most often than not, we have to face up to the fact that we may not know as much as we thought we did. The markets keep reminding us that our knowledge is never complete and we need to question our learning and inferences all the time.When we start to learn, most follow a standard process progressive elaboration - of understanding the basics and then going deeper into individual facets. That is what I used to do for the most part of my life. That is how we have been taught in school. But I am following a system that has started working much be..
                 

Sensex, Nifty charts (Jul 03, 2020): bulls on the verge of regaining control

3 days ago  
Business / Blogs/ Subhankar Blog  
For the second straight month, FIIs and DIIs were both net buyers of equity, which explains the strong rallies on Sensex and Nifty charts. However, the net buying reduced considerably - to Rs 54.93 Billion (Jun '20) from Rs 139.14 Billion (May '20) for FIIs; and Rs 24.34 Billion (Jun '20) from Rs 122.93 Billion (May '20) for DIIs. India's Manufacturing PMI rose sharply to 47.2 in Jun '20 from 30.8 in May '20. Services PMI improved to 33.7 in Jun '20 from 12.6 in May '20. The Composite (Mfg. + Serv.) PMI rose to 37.8 in Jun '20 from 14.8 in May '20. All the numbers were below 50 - indicating contraction.Automobile sales were disappointing in Jun '20 on a YoY basis. Maruti, Hyundai, Toyota, M&M showed 50-60% sales decline. Two-wheeler sales declined 25-35%. CV segment remained under extreme stress. Only tractor sales showed growth.BSE Sensex index chart pattern The bulls are gradually regaining control of the daily bar chart pattern of Sensex. After complete..
                 

Weekend Reading

4 days ago  
Business / Blogs/ Abhishek Basumallick Blog  
Reading across disciplines is one of the best ways to improve our investment acumen. Here is a summary of some of the best articles I read this week. I especially try to not post Corona related articles as that is all one gets to read in all traditional media.   If you like the collection this consider forwarding it to someone who you think will appreciate.The story of Parle-GThis is one article which I found fascinating at many levels. Deals with the history of Parle-G and also touches on the complexity of manufacturing and distribution in a constrained time like the Covid lockdown.Across the country’s varied culinary landscape—where what one eats can signal class, caste, religion, ethnicity, and income—Parle-G biscuits are neutral. Wealthier Indians dip them in milky tea, poorer ones in water. Beyond the product itself, the people who make it illustrate the complexity and interdependent nature of the Indian economy, reliant at once on full-time workers and day labourers, not si..
                 

Covid Vaccine by Independence Day

5 days ago  
Business / Blogs/ Alpha Ideas  
                 

JSPL: Truly AtmaNirbhar

7 days ago  
Business / Blogs/ Alpha Ideas  
                 

GE Shipping: 60% Discount

8 days ago  
Business / Blogs/ Alpha Ideas  
                 

FAQ answers for Hitpicks - the technofunda advisory

10 days ago  
Business / Blogs/ Abhishek Basumallick Blog  
I have been receiving a number of questions on our new Technofunda initiative - Hitpicks. Here are some points that should answer most of the commonly asked questions.All communication will be on email.It is a long-only strategy. All the ideas recommended would be BUY recommendations but if and when we spot an opportunity of a breakdown/reversal in any stock we would bring it to your notice only as a possibility and not as a recommendation.The companies recommended will be companies with decent fundamentals and high liquidity.  The time frame for the given trade will be clearly mentioned along with the recommendation. e.g short term means few days to few weeks, medium-term means few weeks to few months and long term for a few months to more than that. Ideal allocation to technofunda trading in the overall portfolio should not exceed 30-40% of total portfolio value. One can gradually begin with smaller sums and get enough confidence to bet higher amounts gradually. &..
                 

Cycle of a Market Guru

11 days ago  
Business / Blogs/ Alpha Ideas  
                 

How To Protect Your Money From Digital Frauds

13 days ago  
Business / Blogs/ Sanjay Matai Blog  
                 

JHS Svendgaard: Buy High, Use No, Sell Low

14 days ago  
Business / Blogs/ Alpha Ideas  
                 

BSE: Feel the Thrill

15 days ago  
Business / Blogs/ Alpha Ideas  
                 

Sensex, Nifty charts (Jun 19, 2020): facing resistances after sharp rallies

17 days ago  
Business / Blogs/ Subhankar Blog  
FIIs were net buyers of equity on Thu. and Fri. (Jun 18 and 19) but were net sellers during the first three trading days. Their total net selling was worth Rs 33.2 Billion. DIIs were net sellers of equity on Fri. (Jun 19), but were net buyers during the first four days. Their total net buying was worth Rs 26.6 Billion, as per provisional figures. After failing to protect India from Chinese incursion in Ladakh, the government has resorted to its overused jingoistic playbook. PSUs and private companies are being asked to ban or cancel orders for Chinese products and services. Since China's exports to India comprise only about 2% of its total exports, the jingoism is obviously targetted at the domestic audience. Many Indian companies - particularly in pharma and power sectors - are dependent on Chinese goods and services. Their competitiveness will suffer.BSE Sensex index chart pattern The following comments were made in last week's post on the daily bar chart pat..
                 

Sandur: The Son Rises

19 days ago  
Business / Blogs/ Alpha Ideas  
                 

Indostar: Only 90%

20 days ago  
Business / Blogs/ Alpha Ideas  
                 

Wonder La: Desperate Times

21 days ago  
Business / Blogs/ Alpha Ideas  
                 

Mr. Macro

21 days ago  
Business / Blogs/ Alpha Ideas  
                 

Bharti Airtel: What a 12 Year Consolidation Looks Like

22 days ago  
Business / Blogs/ Alpha Ideas  
                 

Top Indian Cement Cos

22 days ago  
Business / Blogs/ Alpha Ideas  
                 

Nifty to Bears Today

25 days ago  
Business / Blogs/ Alpha Ideas  
                 

Even SBI is raising cash

26 days ago  
Business / Blogs/ Alpha Ideas  
                 

Mega Trend: Decline of Branch Banking

28 days ago  
Business / Blogs/ Alpha Ideas  
                 

Once there was a AAA rated Co

28 days ago  
Business / Blogs/ Alpha Ideas  
                 

Sunteck Realty: Inventory > Market Cap

one month ago  
Business / Blogs/ Alpha Ideas  
                 

A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation

one month ago  
Business / Blogs/ Aswath Damodaran Blog  
                 

Infographic : World Manufacturing

one month ago  
Business / Blogs/ Alpha Ideas  
                 

Road to Recovery

one month ago  
Business / Blogs/ Alpha Ideas  
                 

Quess: Never Waste a Good Crisis

one month ago  
Business / Blogs/ Alpha Ideas  
                 

Indigrid InvIT: Non CoRelated Returns

one month ago  
Business / Blogs/ Alpha Ideas  
                 

The Popcorn Sales Strategy

one month ago  
Business / Blogs/ Alpha Ideas  
                 

PMVVY: LIC's Guaranteed Pension Gift For Your Senior Citizen Parents

one month ago  
Business / Blogs/ Sanjay Matai Blog  
                 

Expert Traders, Who Earn Lakhs Of Profit Every Month, Debate Whether Options Buying Is More Profitable Or Options Selling

one month ago  
Business / Blogs/ RJ Fan Site  
                 

Every Great Investment Is Born In Discomfort. Embrace Uncertainty If You Want Mega Gains In Portfolio: Howard Marks

one month ago  
Business / Blogs/ RJ Fan Site  
                 

Meri Marzi

one month ago  
Business / Blogs/ Alpha Ideas  
                 

Mom And Pop Traders Throng Dalal Street, Enticed By Screenshots Of Massive Earnings Of Other Traders

one month ago  
Business / Blogs/ RJ Fan Site  
                 

BRK exits JP Morgan and Goldman after airlines

one month ago  
Business / Blogs/ Life And Equities  
                 

Govt.'s New RBI Savings (Taxable) Bonds At Floating Rate

23 hours ago  
Business / Blogs/ Sanjay Matai Blog  
                 

Mega Trend: India Forex Reserves

2 days ago  
Business / Blogs/ Alpha Ideas  
                 

L&T: Local & Tested

5 days ago  
Business / Blogs/ Alpha Ideas  
                 

Fortis: Day of Reckoning is Near

5 days ago  
Business / Blogs/ Alpha Ideas  
                 

Pidilite: Wait for two months

8 days ago  
Business / Blogs/ Alpha Ideas  
                 

Sensex, Nifty charts (Jun 26, 2020): 3 months long rallies losing momentum?

10 days ago  
Business / Blogs/ Subhankar Blog  
FIIs were net sellers of equity on Thu. and Fri. (Jun 25 and 26) but were net buyers during the first three trading days. Their total net buying was worth Rs 5.56 Billion. DIIs were net buyers of equity on Tue. and Fri. (Jun 23 and 26), but were net sellers during the three other days. Their total net selling was worth Rs 13.1 Billion, as per provisional figures.According to a report by S&P Global Ratings, India's economy is in deep trouble. Inability to contain the Covid 19 virus, an anaemic policy response, underlying vulnerabilities, particularly in the financial sector can lead to a contraction in GDP growth by 5% during FY 2020-21.   Despite some of the worst macroeconomic fundamentals in recent memory, millions of new investors with no previous trading history have been piling into Asian stock markets. It is time to remain circumspect.BSE Sensex index chart pattern The daily bar chart pattern of Sensex consolidated sideways with a slight upward bias, spending f..
                 

Introducing Hitpicks - our new technofunda advisory

12 days ago  
Business / Blogs/ Abhishek Basumallick Blog  
It brings me great pleasure to bring to the fore an old friendship and collaboration between Hitesh Bhai (that's what I and most people I know call Hitesh Patel). He is the person who enthused me to learn technical analysis which opened the doors of quantitative investing. I also realized that blending technical and quantitative with fundamentals adds superpowers to regular BHP (buy-hold-pray) investing.My own results improved significantly after meeting Hitesh Bhai. I also ventured into exploring other investing styles, which I think has helped tremendously in expanding my horizons.The new offering - "Hitpicks" - is focused on technicals with a technofunda approach with a short-to-medium timeframe.There may be some confusion for investors on which plan should they chose for a subscription. I have already received a few emails with an hour of announcing the new plan on twitter. So, here are a few pointers to help decide.1. Intelsense Long Term Advisory is for those who are long te..
                 

America has flattened the Curve

12 days ago  
Business / Blogs/ Alpha Ideas