Sensex Long-Term Trend Is Intact

    The Indices have fallen due to the QE tapering and interest rate hikes by the US Federal Reserve,which seems to be bent on teaching Prez Trump a lesson for his nationalistic and anti-Globalist Policies,by the Deep State,This,also,shows why an Independent Central Bank is dangerous for a nation.
   The Dow [DJIA] seems to have entered the Bear Market,which generally last 21 months and the US Federal Reserve may raise rates 2 more times,at least.The effect of the USFR's rates will  manifest in 8 months. 
  But as far as India is concerned, the Long-Term Trend of the Sensex is intact. 

Hence:-
1.Buy OMC stocks,as Crude has fallen [ Brent around $54bbl].Good for Indian Economy.
2.Buy shares of Cos offering buybacks.Now ONGC,Infosys[proposed] are doing this.Shanthi Gears may also do it,with Dividend offer in a Board Meet to take place shortly. 
3.Accumulate Blue Chips in small lots.

About Half Of India's Physical Gold Holdings Outside India For "safe Custody"!

About Half Of India's Physical Gold Holdings Outside India For "safe Custody",With BoE and BIS [294.14 T]!!!
   It is reported  that this Gold is misused for SWAP with other central banks,by the BIS to keep the US Dollar strong ad suppress the price of Gold.
  BoE has refused to repatriate the Gold belonging to Venezuela[15 T].How can this be "safe custody",RBI?
  Similarly  a huge amount [US Dollars 140 Billion ] is in US Treasuries.
God Save India as this is a huge wealth transfer from India to the Bankers, USA,the UK and Switzerland.
     Germany and Poland have repatriated their Gold with other Central Banks,like BoE and the US Federal Reserve.
      Most Central Banks are buying Physical Gold due to fear of USA's sanction and Global Trade & Currency Wars.

Hindu Rate Of Growth Was The Best

The 43 Year US Dollar Index can be had from this website/link:-
It was 131 in 1981 and about 84 in 1995 and 2008.
India’s average economic growth between 1970 and 1980 has been 4.4%, which rose by 1 percentage point to 5.4% between the 1990 and 2000
  In the 1970s India's Rupee was 7 to 8 to the US Dollar.In the 1990s

Now wih the Rupee at 71+ to the US Dollar the growth  is about 8.2%.
Extrapolating,or rather back tracking the growth for the 1980s should be [ignoring about 10% variation in the US Dollar,both in 1995 and huge variation after the QE in 2008/2009],,[4.4 multiplied by 72]/8 = 39.4%
    For 1990-2000,it should be [5.4 multiplied by 72]/38,the numbers 96 US Dollar Index [same as on 19th November,2018]and 38 Rupee to US Dollar both averages for the period,10.23%
    So the so-called "Hindu Rate Of growth" BEFORE the so-called Liberalization,was higher.

Steel and Steel Users Cos' Stocks to Fall

Railway Freight for Coal,iron Ore and Steel has been raised by 8.75%.Inflation will rise.RBI may raise rates in the next MPC Meet.The Indices may fall on 1/11/2018.The following Cos' stocks will fall:-
1.Steel 
2.Steel users
3.Coal Fired Boiler users and other Coal users.This means almost 70% if Cos.

The Main Reasons For A Weak Rupee

The Main Reasons For A Weak Rupee

Things which make the US Dollar or other Foreign Currencies stronger
1.The NDA's 2 Gold Schemes .
2.Half of India's Gold is outside:-
1.200 MT Paper Gold with BIS
ii.48 MT Gold with BoE
iii.20 MT with UBS
3.The $ 140 Billion US Treasury Holdings
4.Forex of $ 400 Billion.

Effect Of A Weak Rupee

Effect Of A Weak Rupee
1.The Governments for that matter,ANY  Rupee-term Debt becomes cheaper.
  Wealth is transferred to the Government from the citizens' savings like the many Post Office and Bank accounts,Pensions,PPF etc,and to the exporters,Borrowers in Rupee terms,like Banks.So these entities benefit.The recent 20% Rupee fall is equivalent to an additional 30% tax on the Citizens.
2,All Foreign Currency Loans become costlier.For example India's Debt of $ 104 Billion from the World bank entails very huge loss as these loans were taken MOSTLY when the Rupee was far stronger at 45 to the $ and below!Interest and principal repayment entails very huge loss for India.
3.Imports become costlier and exports will subsidize the Foreign customers at the cost of Indians.
4.Bonds become weaker.
5.The Rich-Poor gap widens.
Will be updated....

Gold Rising!

Suddenly things have changed.The US Federal Reserve has started tapering and raising rates.Stocks are crashing and Gold is rising.
Gold/Silver ratio is above 84.Silver looks good.
     Stocks in the BSE/NSE have reached their true values or available at a discount.
     NHPC looks good,as the NDA Government has brought out a policy which favours Public Sector  Power Cos over the private ones.
     IOC,ONGC and Oil India share buybacks will make their prices go up. 
Will be updated.......