The BSE Realty index fell 11 per cent over the last month and eight per cent over the week as real estate companies reported margin pressures in the September quarter.
The Street has welcomed the sustained demand and higher sales for two-wheeler makers in September by pushing up stock prices of the three key companies by three to seven per cent over the past week.
Restated numbers are better than the Street's expectations.
While demand for consumer durables has been growing fast, investors need to be selective as stock valuations have risen even faster.
With the broader indices continuing to power ahead and valuations trading at a premium, investors tend to look at small and mid-cap companies for bargains.
Following a strategy that is different from the herd could help increase returns in a market trading at premium valuations.
Benefits of the improving business environment will accrue, but investors need to be selective.
A rise in consumer confidence, improvement in profitability and aggressive expansion plans signal better tidings for listed players in the organised retail space.
Fund houses bet on growth, divestment and deregulation.
As the TCS management claimed, growth is becoming broad-based with most of its verticals delivering either flat or positive growth in this quarter.
These schemes are the Axis Equity Fund, Sundaram BNP Paribas PSU Opportunities Fund, DSP BlackRock World Mining Fund and the Fidelity Equity Fund
Developers are tweaking their business model by launching smaller apartment sizes and playing the volume game to keep prices low and create buyer interest.
While a unique business model, growth opportunity and consistent track record are the positives for the issue, the pricing appears stiff.
While the deal at the bid price of Rs 58 per share may bring some cheer to Satyam's shareholders as it brings to end a host of uncertainties, Tech Mahindra has a tough task on its hands, given that Satyam's revenues and client-base is diminishing slowly.
Tough market conditions and low valuations are the key hurdles for the Wockhardt management as it tries to tide over its debt problems.
Existing investors, who have bought at higher levels of Rs 200 and above, should remain invested for at least a quarter until further clarity emerges from the bidding process.
A well-balanced board of directors, proactive shareholders and swift action against malpractices could restore market confidence.
Strong risk management systems, a diversified loan portfolio and an impeccable track record make HDFC a safe bet.
HDFC Bank's track record of consistent growth with high profit margins and robust risk management systems bode well for the future.
Stick to disciplined investing. Do your homework thoroughly before committing your funds or you will be speculating. This is not advisable on both counts of managing risk and enhancing returns. Preferably, add companies that are leaders in their respective businesses. The companies should have reasonably decent prospects, sound management and strong entry barriers, apart from healthy financials that will help them tide the current rough patch.
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