Today's Market behaviour

VALUEPICK wrote:It is a nice piece of writing. We saw global sell off in stocks week ending Friday. Actually some market extended so much and it was expected by some analysts and investors. Despite European crisis such as Greece and Spain bailouts, Giant banking and insurance crisis, property crisis and credit crisis global markets had one of the best bull markets so far. There were sell off time to time and that selloff created some great opportunities. Some of the late comers to the global market uptrend are China and Sri-Lanka. Sri-Lanka just managed to gain over 20% return during last one year. Despite some undervalued sectors and many stocks trading below the P/E ratio of 8 currently market is showing P/E ratio of over 15 mainly due to few over extended stocks. Therefore it is a healthy to have some sort of adjustments in overvalued counters. This will lead to attractive broader market again.  Besides, recent rally in finance stocks was too fast and they are also adjusting now. There are growth areas in the economy and those are the places to park money using value and growth criteria. It is time to prepare for great opportunities. It is also time to adjust portfolio as well. If we miss the best month or week for stocks we are not going to get it again. Some can become life time opportunity. In a portfolio it is wise to keep consumer staples now. In good and bad time people cannot postpone eating and drinking. Even during war period and economic crisis they cannot live without food and drink. Asia is the place where you will see some of the fast growing locally managed and multi national consumer staple companies in the coming decade.

Some positive factors:

Lower oil, gas and raw materials will lead to lower cost of production
Lower interest rate will create demand for assets
Falling food prices globally. Lower maize, soya and wheat. Inflation will go down further
Increased demand for food and services from tourism industry
Growth in the tourism sector
Tea and some spices will become emerging commodities in the world due to demand and new entrants to the market despite short term volatility in prices. Asia and pacific region will eat and drink more food and hot beverages than any other areas in the coming years.

Good luck!  

thank you for your wise thinking share with us,,,
so this is my version
since the birth we are drinking or eating until the death what so ever,,,so there is no my much fluctuation in foods, but after this new millennium basically people are getting more and more sophisticating,, they have been going beyond the their basic necessities,, so those sophisticated necessities will be the winner in our future,
let's get some examples,
<2000 we were barely seeing a mobile phone but today 2,3 per each and it is essential for life today,
<2000 all the vehicle were running by petroleum except DADUMONARE,, but today half petroleum half electric tomorrow full electric and next we don't know probably water or nuclear energy,,
<2000 basically all were having home made foods now every where fast foods,,,,
<2000 most of the doctors were depend on their clinical skill to diagnose but now full body scan, every endoscopy,, 1000+1 blood reports to diagnosis and even no diagnosis at end, though I'm a doc,,,
<2000 solar power was on research level today it has come to the action,
as such new technology will play the drama in future with full belly's by fast foods,,
so fast food companies, privet hospitals,, retail products,,, power sector accept hydro power,, herbal drinks like tea will have a good future,,, but not short or medium,,,,
please correct me if I'm wrong,,,,

MAKARA wrote:

VALUEPICK wrote:It is a nice piece of writing. We saw global sell off in stocks week ending Friday. Actually some market extended so much and it was expected by some analysts and investors. Despite European crisis such as Greece and Spain bailouts, Giant banking and insurance crisis, property crisis and credit crisis global markets had one of the best bull markets so far. There were sell off time to time and that selloff created some great opportunities. Some of the late comers to the global market uptrend are China and Sri-Lanka. Sri-Lanka just managed to gain over 20% return during last one year. Despite some undervalued sectors and many stocks trading below the P/E ratio of 8 currently market is showing P/E ratio of over 15 mainly due to few over extended stocks. Therefore it is a healthy to have some sort of adjustments in overvalued counters. This will lead to attractive broader market again.  Besides, recent rally in finance stocks was too fast and they are also adjusting now. There are growth areas in the economy and those are the places to park money using value and growth criteria. It is time to prepare for great opportunities. It is also time to adjust portfolio as well. If we miss the best month or week for stocks we are not going to get it again. Some can become life time opportunity. In a portfolio it is wise to keep consumer staples now. In good and bad time people cannot postpone eating and drinking. Even during war period and economic crisis they cannot live without food and drink. Asia is the place where you will see some of the fast growing locally managed and multi national consumer staple companies in the coming decade.

Some positive factors:

Lower oil, gas and raw materials will lead to lower cost of production
Lower interest rate will create demand for assets
Falling food prices globally. Lower maize, soya and wheat. Inflation will go down further
Increased demand for food and services from tourism industry
Growth in the tourism sector
Tea and some spices will become emerging commodities in the world due to demand and new entrants to the market despite short term volatility in prices. Asia and pacific region will eat and drink more food and hot beverages than any other areas in the coming years.

Good luck!  

thank you for your wise thinking share with us,,,
so this is my version
since the birth we are drinking or eating until the death what so ever,,,so there is no my much fluctuation in foods, but after this new millennium basically people are getting more and more sophisticating,, they have been going beyond the their basic necessities,, so those sophisticated necessities will be the winner in our future,
let's get some examples,
<2000 we were barely seeing  a mobile phone but today 2,3 per each and it is essential for life today,
<2000 all the vehicle were running by petroleum except DADUMONARE,, but today half petroleum half electric tomorrow full electric and next we don't know probably water or nuclear energy,,
<2000 basically all were having home made foods now every where fast foods,,,,
<2000 most of the doctors were depend on their clinical skill to diagnose but now full body scan, every endoscopy,, 1000+1 blood reports to diagnosis and even no diagnosis at end, though I'm a doc,,,
<2000 solar power was on research level today it has come to the action,
as such new technology will play the drama in future with full belly's by fast foods,,
so fast food companies, privet hospitals,, retail products,,, power sector accept hydro power,, herbal drinks like tea will have a good future,,,  but not short or medium,,,,  
please correct me if I'm wrong,,,,