Comments on sandip sabharwal: Current State of the markets, more near the bottom...

Really a good observation , hope your predictions ...

2011-12-22T16:45:46.661+05:30

Really a good observation , hope your predictions come true. sir I wish you and your followers good luck !

Hi sir, can u pls explain how the interest burden ...

2011-12-07T00:20:32.031+05:30

Hi sir, can u pls explain how the interest burden has increased by over 50% for companies and the affect on their balance sheets.
Regards,
Mohit

Though it is the favorite pastime of us investors,...

2011-12-05T21:29:56.258+05:30

Though it is the favorite pastime of us investors, it actually does not make any sense to speculate about future market levels. Just imagine that at present, we have a large number of large caps trading at massive discounts to their 2011 and 2008 highs (our analysis is available at http://www.stableinvestor.com/2011/11/large-cap-nifty-stocks-available-at.html).
So for an average investor, it makes more sense to start accumulating good stocks at cheap valuations.

Great post. Agree with you on most of the issues h...

2011-12-05T19:39:29.332+05:30

Great post. Agree with you on most of the issues highlighted except the inflation one. We have been hearing that inflation will moderate to 6% over the last 2 years. Unfortunately, it has not. It continues to remain firm at around the 9% mark. It is unlikely to come down significantly unless the supply side constraints are removed. And it will take a fairly long time (atleast 2-3 years) to set them up. Till then, there is little likelihood of inflation easing.

Your views on next year's market performance is good to hear, though :-)

Sandip most of your arguments dont carry much weig...

2011-12-05T13:58:59.427+05:30

Sandip most of your arguments dont carry much weight and does not leave me convinced.I will be very surprised if your view turns out to be true and markets go up from here.Volatility and uncertainty mostly leads to schizophrenia type of behavior in the market before it snaps.I honestly think you are making a mistake and we should stay on the sidelines rather than investing now .