GAGA Share Market News

[hfe_template id='11223'] [ad_1] Synopsis There are some market conditions where the ability to do the right thing matters. And there are others where the ability to not do anything matters more. Right now, both abilities matter. Again, over-analysis is sometimes more damaging than no analysis. So, have the ability to ignore street narratives, think rationally, and go against sentiment. This is not easy to do when everyone around you is lamenting the loss suffered in the past five months, and how much of a recovery has been made in the past 15 days. Now, you should have the ability to recognize that five months and 15 days of decline Vs 15 days of recovery is not the right comparison to make. In short, ability is sometimes more important than even funds. Before you read further, understand this mantra of ours. That a rise in a company’s stock price does not mean the business is strong. And that a fall in stock price does not mean the business is weak. The ability to make...

[hfe_template id='11223'] [ad_1] Synopsis Even at the start of 2025, did anyone predict the massive selling we have seen so far? We can’t recall any such prediction. But today, there are dozens of reasons being proffered on why it was inevitable. Should the current steep fall deter you from buying stocks at this point? The answer is no. And also yes. No, if you are buying the right businesses run by the right management. Yes, if you are again falling into the trap of narratives. Now, what is right management ? Look for stocks with the comfort of “management with ability” and track record of dealing with economic slowdowns. Nine out of 10 stocks have declined in the past three weeks. Little wonder that doubt, confusion, and fear are the overwhelming feelings on the street. This is the exact opposite of what was happening just six months ago. In that extremely bullish period, even cats and dogs were flying with half-billion-dollar market caps. That optimism did not last, a...

[hfe_template id='11223'] [ad_1] Synopsis It is very likely that the first six months of 2025 will be very different from the next six. The reason is simple: The world will adjust to the new order which the Trump administration will usher in on January 20. This will affect equity markets, but the first impact will be felt in the currency markets. So, keep an eye on the currency market, as currency depreciation is likely to remain in focus for the next couple of months. In order to tackle volatility, it would be better to stick with large-cap businesses which are growing and are likely to remain in that mode for one or the other reason. There are early signs that the market may stay in volatile mode for global reasons, though the underlying sentiment is turning bullish once again. Today, while other Asian markets came under pressure, both the Nifty and Sensex were trading with gains at mid-day. As a growing economy, India has been performing well and the kind of slowdowns...

[hfe_template id='11223'] [ad_1] Synopsis When a broad-based correction is happening in the markets, all stocks witness a decline. The question is: Have the macros and micros of all the stocks and sectors turned negative enough to warrant such a correction? The answer clearly is, no. Just three months back, this industrial house issued an IPO of a group company. The issue was heavily oversubscribed, the listing was at a premium, and there was a mad rush to buy the stock post-listing. Today, that stock is not in the limelight. Does this correction provide an opportunity to get into that stock with a medium- to long-term perspective? The answer tilts toward yes, and there is enough evidence to show that staying with a select few pays in the long term. Just a couple of months back, an industrial house issued an IPO for one of its group companies. It was heavily oversubscribed. The listing, as mentioned above, was at a premium, and there was a mad rush to buy the stock. The ...

[hfe_template id='11223'] [ad_1] Synopsis Just a couple of months back, an industrial house issued an IPO for one of its group companies. It was heavily oversubscribed. The listing was at a premium, and there was a mad rush to buy the stock. The reason: The group has a track record of corporate governance and wealth creation. Today, in a volatile, falling market, that stock has corrected sharply and is available much cheaper. All talk of big industry and promoters with a track record seems to have vanished just because the Nifty and Sensex are falling. So treat this overall market correction as an opportunity to own a good business with great management. We take a look at four stocks where business is good, promoters have a track record, and the only thing which appears bad is market conditions. When a broad-based correction is happening in the markets, all stocks witness a decline. The question is: Have macro and micros for all the stocks and sectors turned negative eno...