Buying opportunity or start of a bear market? - India Strategy Report by UBS
4 key themes
1. 4% from “Buy” signal. Highest success is on the 6 factor model on 6 to 12 month view.
2. A chat with the Fed. They believe risk of a hard landing is low.
3. Buy defensives and domestic sectors? We only like Financials.
4. India - we thought it was a “bubble” in March. Now even India is just 5% shy from fair value.
Click here to download the report.
Additional Report:
Click here to download the report on Asia Strategy by Goldman Sachs.
Additional Readings:
- We are entering a bear market phase: Ramesh Damani (with 616 point rise?(!))
- FIIs sold globally except India (when they will sell then?)
Good comments (the ones in brackets )
:-)
I sympathise with your view...
--Navin
Posted by
Anonymous |
6:35 PM
Toughie -- the UBS report link is not working buddy...
pls do correct it...
Posted by
Anonymous |
6:36 PM
UBS link rectified!!...toughiee
Posted by
toughiee |
6:55 PM
Hey Toughie,
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Posted by
Anonymous |
11:19 PM
Hey Toughie,
Great blog!. way better than the shit that moneycontrol.con spits out everyday..somebody should shutdown that website.
Posted by
Anonymous |
11:21 PM