Dear all, I am very happy to achieve the targets from 2008 consistently. In 2008, stayed with cash and in 2009, gave the call to deploy all the cash to equities and in 2010 also, as predicted markets stayed in the ‘Predicted range’ let’s go to the past,
In 2008, exactly predicted that ‘worst is not over’ Please go through the link you will get the Be and make's 2008 Market outlook In this link, you can get the views of Be and Make that worst is not over in our markets and need to stay with cash.
In 2009, exactly predicted that ‘It is the time to build the portfolio’ Please go through the link Be and make's 2009 Market outlook in this report, you can get the views of Be and Make that ‘It is the time to build the portfolio’ and deploy the cash whatever you have. Most of the analysts don’t have the dare to give the long at this time. Surprisingly, the stock market rallied after this call, one after another good news comes in.. Like election results, global recovery etc,.
In 2010 also, the prediction “The broad range for the market for 2010 would be 4200-6200. If you bought around the 4200 levels then you can fetch nearly 50% if markets reached the 6200 levels.” Was proved and the markets almost traded in the same way as I expected. Please go through the link: Be and Make's 2010 Market Outlook
In 2011 also, the prediction “In 2011, it seems to be very choppy and investors need to have cautious look” and “If you are having the cash then stay with the cash”. I have predicted seven things likely to happen in the year 2011 and almost all were happened. In early 2011, how many analysts have predicted that ‘India is going to have higher fiscal deficit in 2011?’ Now everybody is talking about the higher fiscal deficit! The only negative part of the 2011 is that the PUNJ LLOYD, I expected that it will become a turnaround story despite the bleak market outlook but this contrarian bet went wrong for me, except this everything went in favor of me for 2011. Please go through the past link: Be and Make’s 2011 Market Outlook
Its all about the past… if we want to stay in the game we need to perform well and win consistently! Then, what about the 2012?
Market Outlook for 2012
By Be and Make
In my view it is very difficult to predict for 2012 as the concerns raised for 2011 are not yet over. Just if we go through the concerns I predicted for the year 2011 are…
1. Rising Inflation
- Rising Interest rates in India
- Lesser Foreign inflows when compared to past couple of years
- Rising commodity prices globally
- Increasing Fiscal and Trade deficit in India
- More sovereign debt crisis in EU
- Chances of breaking of EU
Out of the above seven, last two issues were not yet over hence, we can not give a fresh call for the year 2012 right now. In my view, after gone through the parameters like fundamentals and technicals market would test the levels much lower from the current levels which would be at least 15% means it would be around 3800-4200 levels for the Nifty and the upside is capped around 5600-5800. So, one who plays this range will have decent profits in their bags.
The key triggers for the stock markets in 2012 are;
1. Rising crude prices globally
2. Falling Rupee
3. Inflation not cooling off as expected
4. Global fears including EU and Iran etc.,
5. Govt’s back foot on reforms front.
In 2011, I had not come with any significant BUY calls as in the case of mid 2008. Similarly right now it is not at all the time to BUY the stocks. At this point of time one should choose to BUY the DEBT funds at least for 5-8 months will be based on the two targets. First one is to protect the capital and second one is to get 15-20% returns in the above said period. So, we have to have the two steps to implement for this year i.e., to invest in DEBT FUNDS first and when opportunity comes in then converting the capital from DEBT FUNDs to EQUITIES. Please go to the site for the updates on the stocks and strategies.
With thanks
BE AND MAKE
6 comments:
I feel you have at all places tried to state that you have achieved your targets BUT you have not achieved in many a places and have gone wrong. Highlight them also.
Dear - Nobody will predict 100% accurately. If so, they are big goons like Mukesh ambani and lakshmi mittal :)
Some calls will fetch u money and some wont. Its all about the success rate. Yes, some trading calls may went wrong but you need to watch for the success rate of the analyst.
Yes, i agree that some of my calls went wrong. I again and again request all to do your own analysis before selecting a stock. In every stock i clearly mention the threats or risks involved in that stock. You must consider them also and don't blindly follow the headline of the recommendations.
with thanks
be and make
I will say that whilst the author's predictions have not been perfect, over he clearly got the big picture correct. We are now in an age where macro issues matter as much or more than individual stock selection, and here he has nailed it perfectly. In fact, had I been looking at this blog back than, I would have done much better than I have!
Dear Sir,
I invested in Gayatri Bio-organics nearly 2 yrs back at around 13 levels. Kindly tell me should i buy more now at 4 to 5 levels ??
Regards,
Prabhu
dear prabhu - Along with the market the stock too will fell and yet not retraced. The company is doing well and becoming largest in south india in that sector by going inorganic way. It is a sure shot multibagger stock if one purchased at the current levels.
Buy and forget for your child's future.
with thanks
be and make
The markets in a bull run.
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