Predilections – Our Faulty towers series ( Factoring the Indian Markets by beast )

Municipal Corporation of Greater Mumbai

Image via Wikipedia

There are a lot of reasons we are having deeper cuts in the market daily, a 5% whipsaw on either side becoming very common. One of the first predilections we isolated was the NBFC trader and watcher ons angst with the constant over performancefrom the Financial sector.

Very frankly, almost half of our GDP coul d easily belong to Bankss and Financial Services and half of the remaining to other seervices stories, so our Bombay Club predeliction for manufacturing is still subservient to a largely bear or frustrated trader audience thence the whipsaws.

A Dominos foods , even though services was isolated by such a trader group in the market i believe, and thus also the aviation and the hotels story backers whio somehow cannot co exist with the banks and financial servicesp plays esp as in the branded domain, these sectors have just not enough going fo rthem compared to financials.

All our chosen Export hits also thus gravitate to the SME segments with mid cap Auto and Healthcare stories. A big gap nonetheless


3 thoughts on “Predilections – Our Faulty towers series ( Factoring the Indian Markets by beast )

  1. Pingback: Predilections: Is it the individual than the Company? « A blog of blogs

  2. Pingback: Predilections: If you still mind shorting the market.. « A blog of blogs

  3. Pingback: Predilections – Casing the results season for fly by night investors « A blog of blogs

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s