Comments on sandip sabharwal: 2012

Hi Sir, Missing your fresh article.No write-up si...

2012-01-19T21:03:10.669+05:30

Hi Sir,

Missing your fresh article.No write-up since 30th Dec. :)

It is quite apt to compare MCap/GDP and it does lo...

2012-01-03T21:54:58.600+05:30

It is quite apt to compare MCap/GDP and it does look attractive at 50% as is the current situation.

The point however is that interest rate cuts have actually not started materializing and history shows that it takes a couple of rate cuts, or may be more than a couple, before markets botton out.

I did a summary of all the factors that concern the markets in 2012 at http://www.investor-link.blogspot.com/

Shikhar

Happy New Year 2012 to you...I like your articles....

2012-01-03T05:06:32.065+05:30

Happy New Year 2012 to you...I like your articles.

Thought many would agree that markets do look cheap on p/e basis, that doesn't mean it can't get cheap any more...It might very well do...The situation is very fluid.

In all sincerity n honesty, you gave this same logic of Mkt Cap/GDP ratio in your earlier article/s (March 2011). However, as year 2011 progressed, markets kept on correcting more n more.. CNX 500
lost 28% in 2011...

I Hope, you present balanced view n not just Bullish View...

What if GDP undergoes more n more downward revisio...

2012-01-03T03:02:52.818+05:30

What if GDP undergoes more n more downward revision? GDP was expected to be 90 Lacs Crore this Fy12... We are definitely not going see that GDP this FY12...

Nicely put. Mcap @ 50% of GDP gives enough reason ...

2012-01-01T11:32:02.365+05:30

Nicely put. Mcap @ 50% of GDP gives enough reason to believe its a great time to invest. Wishing you too a great 2012 with abundant success