2018 FLASHBACK –
🔷️2018 started on Very Strong note in Jan We saw A new High on Nifty.But soon After Budget Day All Started falling like a Knief & We had just predicted To book profits Before Budget ( check website)
🔷️Nifty made a good Bottom Around Sub 10000 ( Made Low of 9951) & We @ wealthcreatures has predicted markets was around bottom & dont see much downside from sub 10000 Nifty & Than slow & Steady recover saw Nifty hitting New High of 11760 in August.
🔷️Few factors That Effect our markete Were Trade war,Slow Down in Global Markets,Meltdown in Midcap & Small caps as many Funds Reshuffle there holding as per sebi guidelines , NCLT cases,IL&FS Crisis , Dhfl & Indiabull & NBFC Worry, State Elections.
🔷️In Last 12 months Nifty & Sensex are only up by around 5% To 6%.Many Good Stocks are Quoting well below Jan 2018 levels.Espically midcap & Small caps have burnt the maximum pain.After last few years of Outperformance Midcaps are down.Is this time to Accmulate Quality midcaps??
🔷️Saw many Accidents in Individual stocks during 2018 Many were down even upto 80% to name a few – Vakrangee,DHFL,PC Jewellers,Jet Airways,Rain Inds,Infibeam,Shankara Buildcon,Kwality Ltd,8K Miles,HCC, JP Associate ,Suzlon.
The most common Question comes in our mind is WHERE TO INVEST IN 2019?? To GET MAXIMUM RETURNS?
WHAT WOULD BE SCENARIO IN 2019??
🔷️The Year 2014 Was the Rise Of Our Prime Minister Narendra Modi & This was just beginning for Indias Growth Story And Big Reform period.
While time will only say who will win the 2019 Election??
🔷️With just few months to go, it would be interesting to see in 2019 can be year another year which belongs to BJP or will the Congress get a taste of it. Will the country be governed by Modi or will we see another Gandhi taking its reign?
🔷️The pre Budget Rally is already on & Feb meeting in January would give direction to Global markets.Nifty above 11000 is ready to touch 11500 to 11600 .But one should look forward to book profits at higher levels on Nifty & Individual stocks too.It Would be a big Suprise if Nifty crosses 11760 Top in next 3 months.All Depends on Budget 2019.We expect this budget to be very soft and has to be good for Major Industries as this would be last budget to lure before elections.Volatility to stay in whole of 2019.
Only in second Half After ELECTION RESULTS We can see sustained Rally.
🔷️One should invest in EQUITIES only after expected correction for long term.Trading opportunities would arise in individual stocks at many stages which can give good Returns.
♨️YEAR 2019 FAITH IN EQUITIES TO CONTINUE – CHASE ONLY CONSUMPTION STORY THEME BASED STOCKS.
♨️AND THOSE STOCKS WITH GREAT BRANDS & BRAND RECALL WHICH DID NOT DO WELL IN PAST BECAUSE OF CHANGE IN BUSSINESS DYNAMICS OR MAY BE RESTRUCTURING THERE BUSSINESS MODELS & VALUE MIGRATION FROM UNORGANIZED TO ORGANISED SPACE
♨️DONT CHASE WHEN ALL ARE CHASING .DONT BUY CYCLICAL STOCKS WHEN THEY ARE AT HIGH & IN FULL DEMAND. DONT FORGET TO BOOK PROFITS WHEN YOU GET. BUYING IN PANIC ALWAYS HELP & WAIT FOR OPPORTUNITY.BUY ON QUALITY STOCKS WHICH SHOWS EARNING UPGRATE OR HAS EXPANSION PLANS.
♨️All Those stocks which can Grow with Indias Growth Story are Ready To OUTPERFORM. Let’s look beyond FMCG consumption Story.
♨️REAL ESTATE – Real estate can be in last leg of Correction.In Many good areas Demand is getting picking up & 2020 & 2021 can be and uptick year for Real estate Sector.One Can even look at Beaten down Real Estate stocks for next 2 to 3 years. As many good stocks available at realistic & Reasonable valuation.
♨️GOLD AS AN EDGE – Would be surprise If Gold Crosses its last all time high in 2019.Prices can be in range of 30000-33500.
♨️In Short 2019 1st half Should be Year of Accmulation of Quality small,Midcap & Large cap and in Second half we can see Earning upticks and better macros in terms of economic & Political terms.
STAY TUNNED TO GET STOCKS TO INVEST IN 2019 REPORT COMING SOON
Disc – All views expressed are personal.its only for Educational & Study purpose only. Consult your financial advisor before making any investment.