Opinion Uncensored

This post is a follow up post for my previous post India land of diversities and hypocrisies which evoked some responses I would like to reply to. I have used the various sites for research in my article and some segments of my text have been sourced from them. Names of all of them are present in the reference section. I have taken care to only take neutral or Muslim resources as reference so that my Muslims brothers don't accuse me of using one sided data. It is known fact that caste/birth based inequalities do exist in Hinduism. Government has provided caste based reservations  to uplift their status. Recently there have been demands from Christian and Muslim Dalits to be included in the SC/ST/OBC categories citing they also faced some discrimination and economic inequalities like the Hindu Dalits. I don't disagree with them since almost all of them are Hindus which converted to Islam or Christianity because of their personal reasons. Though one of them was probably that...

Door reh kar humse wo khush hai , Ye ehsaas bhi achha tha, Kain shaam bad aaj takiya phir nam hai, Ye anjaam bhi achha tha, Abhi tak us akhiri jaam ki talab hai, Ye injezaar bhi achha tha, Likh kar mitana ab aadat ban gaya hai, Ye hathyaar bhi achha tha, Aayenge wo laut kar ek roj aaj bhi lagta hai, Dil behlane ya ye khyaal bhi achha tha ......

Yesterday: Market witnessed massive rally with all sectors in green. There was strong buying sentiment across all the counters. This was continuation of the Friday's surge of 250 points on Sensex . Yesterday Sensex closed at 18202 up 473 points. Prediction : The clouds of uncertainty are expected to last till budget. The market can correct a bit in short term depending on the buying pressures. Stock to Watch: Banking stocks have covered a lot of ground.  Another area of  interest can be petrochemical companies. they are expected to provided some relief from the subsidy burden in the budget. Power Finance Corporation , IT stocks and Tata Motors are other stocks which needs to be followed after the rally of last 2 days. Bears’ Honey ADAG and RIL groups in dock over allegations of insider trading . RIL is facing 1500 Crore penalty. Reliance communication and Tata Teleservices continued war of words over who gained most out of spectrum scams. Bulls’ Horns Inflation coming down and P...

These were two news items I read last week and I was deeply pained after reading these .... Kerala lives on borrowed money, debt trebles in 10 yrs A painfully regular fixture of Malayalam dailies is the news of ' family suicides' – a euphemism for parents poisoning their kids to death and taking their own lives – owing to debt burden. Debt statistics for the state suggest that if the state government were a family, it would think of something equally drastic, too.Kerala's overall debt, comprising internal debt, small savings and provident fund, and loans and advances from the centre have ballooned fiercely, from Rs 20,176 crore in 1999-2000 , to Rs 41,878 crore in 2004-05 , and to Rs 70,969 crore in 2009-10 . And that, for a state with a population of roughly 3.4 crore. The budget estimates for 2010-11 put that debt figure at a more anxiety-invoking level of Rs 78,329 crore. Kerala to have India's largest mosque Kozhikode in Kerala will soon have  India's largest ...

Yesterday: Market continued its downward spiral after breaching the Sensex 18000 mark day before. ICICI bank bounced back owing to stock being bottomed out after being hammered for 3 sessions. Mahindra and Mahindra came back strongly riding on good results for quarter. Prediction : The market are quite unpredictable right now owing the new revelations about scams everyday. I will recommend small term buying in selective counters. Stock to Watch: ICICI  has breached its several lows. It can be a good time to enter the script. Gail is another long term counter showing some short term weakness. It will be good to get inside these scripts at these valuations. SBI was a bit expensive but has mellowed down yesterday. I see some further weakness for it in the coming days. Oracle Financial Services fall be over 4% yesterday. It is company with strong fundamentals and attractive valuations at this price. Bears’ Honey The 8-10% fall in ADAG counters owing to market rumors over irregulariti...

Yesterday: Yesterday was a choppy market with all experts divided on which direction will go. The trade today is also expected to on same lines. There is too much uncertainty.  Don't get into hefty long positions for today. Prediction : Unpredictable trade and to be safe Future contracts for March can be purchased to hedge the equity investments . Hold your mid caps and mutual funds , it is the worst time to offload them.  Stay away from MFI ,Real estate , Infrastructure at least for now. Stock to Watch: ICICI  has breached its several lows. It can be a good time to enter the script. Gail is another long term counter showing some short term weakness. It will be good to get inside these scripts at these valuations. SBI looks bit expensive vis-a-vis the hit borne by other banking stocks. Hold on to your mutual funds if they are one of those dividend based schemes. All dividends are expected by March 15. Bears’ Honey Inflation , oil breaching the 100$ barrel mark, political instab...

It was one of the most refreshing films of 2010 from bollywood and embedded in it were enormous management lessons. It looked like a perfect management case study . Lesson 1 : Importance of partnership The heroine has a brilliant business idea . She is working with existing wedding planners to learn the trade. Unfortunately she alone is able to start the company.There are too many things to handle  for her alone. Then comes the hero who helps her get an internship with the best incumbent in the town.  Thus she was able to focus on her core competencies . Lesson 2 : Bet on hungry people The one on shaking boat can trust the other the other shaking boat. The other one will fight for his survival and that help you stay afloat. Heroine's company "Shaadi Mubarak" or SM was new in business and it was them to engage existing suppliers. This was because SM had very low margins and to wean away suppliers of your competitors is not an easy task.  They took a chance by engaging fir...

I just realized that ironing out wrinkles from a cotton shirt just before leaving for a party is so like trying to fix the mood of your girlfriend before going out - You don't know the reason why both are being so stubborn - You sprinkle water on one and promises/gift on other to resolve the issue - You tell yourself next time I am gonna be more cautious - You crave for the perfect smile when the issue will be resolved - You are frustrated on getting late and thinking about the Taxi fare - You finally realize you been putting this all on facebook and are getting even more late ;) Bye ...rest after party -VM

Yesterday: The result was not much in line with our xpectation and indices continued to bleed. IT majors like Oracle Financial Services were some of the biggest losers.  The index as a whole was in red barring minor aberrations. Prediction : A recovery is visible on the horizon. The market should end its losing streak today. There is no need for widespread panic right now. To be safe Future contracts for April can be purchased to hedge the equity investments . It can be good opportunity for selective buying in the Banking sector. Hold your mid caps, it is the worst time to offload them.  Stay away from MFI  & Real estate at least for now. Stock to Watch: RIL, Bharati Airtel ( The results for today, the stock has shed close to 6.5% . The results are expected to be in line with street expectations and stock should rebound ), Indosolar ( down 30% from its listing prices , is attractive buy at current prices ) Bears’ Honey Inflation  and oil breaching the 100$ barrel mark are ruling...

Yesterday: As predicted the day started with across the board fall of 300 points on Sensex, but recovered later. Bharati Airtel reached further lows and is expected to bottom out today.  The technology sector with biggies like Infosys and TCS has corrected by good margins. However the storm is yet to settle post WIPRO and MindTree high profile exec exits.Banking stocks seems to be recovering but it is too soon to be complacent about them. The clouds have not cleared fully Prediction : A minor upside , no wild movements for today . Selective n across the board fall with OMC bearing a fair degree of brunt owing to pressure on oil supplies. There is no need for widespread panic right now. It can be good opportunity for selective buying in the Banking sector. Hold your mid caps, it is the worst time to offload them.  Stay away from MFI  & Real estate at least for now. Stock to Watch: RIL, Bharati Airtel( The results for tomorrow & sentiment are expected to be positive riding on the...