Home

Stock picking in down market

rahul das's picture
Submitted by rahul das on January 28, 2010 - 22:35

As I said earlier in my posts that stock picking was very slam dunk last year as almost all stock ran wildly. The same might not be case in 2010 and the art of stock picking will prevail.

Sensex is down almost 1000 points and there is still downside possible. RBI is looking at increasing rates that can dampen mood in Realty and Auto sector.

Healthcare stocks ( Apollo , Fortis ) and IT still remains my theme for next year . While healthcare is immune to slowdown in broader economy , IT sector is almost debt free. That insulates it from impact of rate increases.

Infrastructure companies are the ones to hit hardest as they have piled up debt in past years.


»

About rahul das

Author is Investment strategist at top 5 broking firm based in Mumbai.

Recent Comments and talks

What is AskDalal ?

AskDalal is a investment blogging portal dedicated to Indian investment community , where every blog answers a question.It may be stocks, bonds,commodity, real estate or anything else.Post your blog title  or a question, community will do research and answer the question to give you your own research report.It is 100%free , no registration is required to browse and ask questions.It's great for writers looking for article topic,and cool for investor looking for answers.

>>> faq

Top Contributors

UserPoints
suniljain10,440
admin2,990
rahul das2,460
anilmehta1,710
dipak1,540
rakeshseth1,500
himesh1,350
stockguru1,110
shah1,060
bharat_vora1,040
more

Become Askdalal Research Analyst

Are you an MBA (finance) students, economics students, or journalist with broad interest in stocks, investing and finance. Do you want to polish your skills before getting into job market ? Come join askdalal as Research Analyst.Email your resume to tripti.shah@askdalal.com.

If your resume is impressive you will get chance to show your talent,polish your skills and earn money along the way. At the convenience of sitting at your home computer. See rules for askdalal investment analyst.

Latest Dalal

  • adelinerudolphnlhse
  • Sankalp
  • gisele0214ldsnz
  • janettem6
  • belindala