Me back to basics....

Sorry, friends I have been away from market since 2-3 years and just started back from 4-6 months.

As I was sharing my daily market views with you. I have stopped that since last few years due to my job.

Now I am back with my basics and improved knowledge and views about market, unfortunately it might not be possible to share my views daily, but will share it.

at last current view of the market-

As we have ended 2011 with downside and all analyst expect that this fall will extend.

As per my view yes we may fall from this levels it may extend till 4400. But for the year 2012 my view is that we will be closing 2012 with substantial upside. Mainly second half of the 2012 likely to perform well...
Talking about Q42011-12 we may see some -ve mostly due to domestic concerns. Weakness in rupee will continue...
Banking - NPA is concern but Interest rate cuts may starts shortly so neutral on that.
Pharma & FMCG - is good for those who wants to play defensive in this market.
Telecom - nothing positive as this point of time.
Oil & Gas - neutral on oil marketing companies. CAIRN India looks good.
Others will not be that important
Stock specific I think any one who wants to invest and till now sitting on cash may start to invest in RIL, L&T, AXIS Bank ... I think by the year end(2012) this stocks may see 15-20% rise, but don't invest 100% on single trade, 25% each during Jan, Feb, Mar and the rest can be hold as cash may other opportunity will arrise in market...

This is all for now anyone want any specification or view can kindly mail me at : surfer13jignesh@yahoo.co.in

-Jigs