Indian Stock Picks - Share Ideas , News, Fundamentals

Strategy to adopt when markets turn choppy (The Economic Times 28th Jan 2008)These have been turbulent times for small investors. With stock markets on a roller-coaster ride, while each fall led to panic across the board, every pullback raised expectations. But amidst the volatility and chaos, retail investors were left high and dry. There were opinions on almost everything, some said it’s time to buy, others suggested to hold on. Some even looked skywards for hope. But, as experts say, there’s logic in market movements. The art of investing and standing through tough times is equally important. Here’s a lowdown on what you should do when the markets turn choppy. More

Time to pick up bargains, but tread with caution (Live mint.com 23th Jan 2008) The stock markets are full of surprises. The unabated bull run on the bourses over the last five years may have made investors forget about the downside and rude shocks markets usually have in store following a sustained bull run. The kind of movement markets have witnessed in the last two days cannot be termed normal or regular. However, it is worth mentioning one of the golden rules of the stock markets: The market is always right. What may go wrong is our perception and analysis. Happenings on the bourses in the last two days can be best described as mayhem or bloodbath, but no matter how we look at it, the markets have shown investors and analysts that the unexpected should always be expected. No one could have even imagined the markets would behave as they have done over Monday and Tuesday, simply because this cannot be explained by fundamentals or technicals. Still, a combination of domestic and globa...

I beleive for the long term investors, it's a great opportunity to buy, because in my opinion most of the fundamentals are intact. Sudden nosedive can't be due to fear of recesion at USA. The reason could be - 1. Already our market was overpriced and people started thinking that we are insulated from global phenomenon. So a corection was due. 2. Profit taking. 3. Panic. So other than the required correction (I am comfortable at about Sensex at 19,000), its more of sentiment. It's true that, sentiment has importance for market, but for long term investor it should only be fundamentals. In my opinion it's time to pick stock, that I missed during Bull Run. My choice would be NTPC, Power Grid, PFC in Power Sector. Praj Industries, Suzlon (I think still costly, but very good for long term) in nonconventional power. SAIL, HINDALCO (my horizon for this stock is more than 3 yrs), Tata Steel in metal I would like to pick a few from Infra structure, Subhas Projects, Omex would be...