Can market beat the Political uncertainty and surge ahead?

Quibit

Quibit

Senior Vice President - Equity Analytics

Posts : 2661
Equity Stars : 11266
Reputation : 380
Join date : 2010-05-08

Market has gone past 7000 one more time. Can market beat the political uncertainty which is expected after the declaration of General Elections?
Lets wait for the announcement of the Election and formation of the coalitions. It may be late, but I wouldn't mind paying little bit more when political risk is nomore.

VALUEPICK

VALUEPICK

Expert

Posts : 3326
Equity Stars : 11282
Reputation : 347
Join date : 2014-02-26

At the moment, we don’t see any serious domestic political unrest, war or terrorism. We should see improved earnings in food, production related companies and companies in some sectors in the coming quarters.

Short term political issues, short term currency crisis, short term volatility, short term panic and sell off create great opportunities in stock markets. Eg; there were great opportunities in countries such as India, Egypt, Thailand and Pakistan etc during different types of crises such as political, currency, interest rate and debt crisis etc. After these types of crises later they became some of the world beating stock markets.

What are sectors going to benefit lot under National Government, coalition government or any other type of governments?
Companies to watch in Sri-Lanka are:

Food and beverages companies
Selected tea companies
Selected hotel companies
Undervalued blue chip companies
Home grown locally managed emerging companies
Innovative production companies

sureshot

sureshot

Vice President - Equity Analytics

Posts : 1221
Equity Stars : 7663
Reputation : 19
Join date : 2011-04-26

Quibit wrote:Market has gone past 7000 one more time. Can market beat the political uncertainty which is expected after the declaration of General Elections?
Lets wait for the announcement of the Election and formation of the coalitions. It may be late, but I wouldn't mind paying little bit more when political risk is nomore.

if you be carm, SURE SHOT the market will go up...... Very Happy

worthiness

worthiness

Senior Vice President - Equity Analytics

Posts : 2577
Equity Stars : 8931
Reputation : 115
Join date : 2011-04-08

@valuepick
Do u mind to list out undervalued blue chips?

VALUEPICK

VALUEPICK

Expert

Posts : 3326
Equity Stars : 11282
Reputation : 347
Join date : 2014-02-26

worthiness wrote:@valuepick
Do u mind to list out undervalued blue chips?

Sorry, I don’t have particular list. I was looking for one or two trading great discount to the market. Only stocks that came to my mind was SAMP, COMB and HNB. Suddenly, market reversed. Need to study few more stocks. I prefer mid and small caps now.

EquityChamp

EquityChamp

Moderator

Posts : 4068
Equity Stars : 15418
Reputation : 1014
Join date : 2014-11-05

VALUEPICK wrote:At the moment, we don’t see any serious domestic political unrest, war or terrorism. We should see improved earnings in food, production related companies and companies in some sectors in the coming quarters.

Short term political issues, short term currency crisis, short term volatility, short term panic and sell off create great opportunities in stock markets. Eg; there were great opportunities in countries such as India, Egypt, Thailand and Pakistan etc during different types of crises such as political, currency, interest rate and debt crisis etc. After these types of crises later they became some of the world beating stock markets.

What are sectors going to benefit lot under National Government, coalition government or any other type of governments?
Companies to watch in Sri-Lanka are:

Food and beverages companies
Selected tea companies
Selected hotel companies
Undervalued blue chip companies
Home grown locally managed emerging companies
Innovative production companies

Very very true. I have advised this so many tines in the Forum but seem lot of people are still not in a truly formed investor mode. They are seeing Red as the dead end.

Sponsored content

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Latest topics

Can market beat the Political uncertainty and surge ahead?

1 Can market beat the Political uncertainty and surge ahead? Thu Apr 16, 2015 10:04 am

Quibit

2 Re: Can market beat the Political uncertainty and surge ahead? Thu Apr 16, 2015 1:20 pm

VALUEPICK

3 Re: Can market beat the Political uncertainty and surge ahead? Thu Apr 16, 2015 1:31 pm

sureshot

4 Re: Can market beat the Political uncertainty and surge ahead? Thu Apr 16, 2015 1:49 pm

worthiness

5 Re: Can market beat the Political uncertainty and surge ahead? Thu Apr 16, 2015 2:31 pm

VALUEPICK

6 Re: Can market beat the Political uncertainty and surge ahead? Thu Apr 16, 2015 3:28 pm

EquityChamp

7 Re: Can market beat the Political uncertainty and surge ahead?

Sponsored content

New topics