Comments on: World Currency War – just started http://www.anilselarka.com/2010/02/05/world-currency-war-just-started/ Radical Solutions Fri, 30 Jul 2010 06:28:54 -0500 hourly 1 http://wordpress.org/?v=3.0.1 By: rajesh http://www.anilselarka.com/2010/02/05/world-currency-war-just-started/comment-page-3/#comment-12542 rajesh Tue, 11 May 2010 12:46:04 +0000 http://www.anilselarka.com/?p=1971#comment-12542 Waiting for your post. Come back soon kalidasji Waiting for your post. Come back soon kalidasji

]]> By: john http://www.anilselarka.com/2010/02/05/world-currency-war-just-started/comment-page-3/#comment-12392 john Thu, 06 May 2010 19:34:41 +0000 http://www.anilselarka.com/?p=1971#comment-12392 Ok, so today when dow is down .. do you say that it is going to pro long ? should I sell all my holdings in nifty ? Ok, so today when dow is down .. do you say that it is going to pro long ? should I sell all my holdings in nifty ?

]]> By: parikshit http://www.anilselarka.com/2010/02/05/world-currency-war-just-started/comment-page-3/#comment-12317 parikshit Tue, 04 May 2010 07:17:14 +0000 http://www.anilselarka.com/?p=1971#comment-12317 dear kalidas ji, Its been a long time since you posted a new article. Sir ji, if time permits please post something soon. We are all eagerly waiting for your views. Warm Regards, Parikshit <Strong>Kalidas Says ....Tuesday, May 04, 2010</strong> Two days, just two days dear kalidas ji,

Its been a long time since you posted a new article. Sir ji, if time permits please post something soon.

We are all eagerly waiting for your views.

Warm Regards,
Parikshit

Kalidas Says ….Tuesday, May 04, 2010
Two days, just two days

]]> By: john http://www.anilselarka.com/2010/02/05/world-currency-war-just-started/comment-page-2/#comment-12190 john Sat, 01 May 2010 04:22:56 +0000 http://www.anilselarka.com/?p=1971#comment-12190 Dear Kalidas, are you sure what you are saying of ? Its the strong bull market .. and you are always bear .. like Shankar Sharma..Its been May now, but still no sell off happening as you predicted .. I mean I dont doubt your capability, but if what you saying is really true then , pls suggest by when should I exit all my equity holdings ? <Strong>Kalidas Says ....Saturday, May 01, 2010</strong> If I were a strong bull, I would not be limiting exposure to 40% in India only. I am still a big bear for the world market which may hurt Indian market individually. When the Dow is down by 200 points, Indian market in spite of good potential also tanks by 300 points. So do not think that Indian market would be isolated. Yes, sell off has not begun as I had expected due to various reasons - I do not want to dilate. Today, practically everyone is involved in the stock market almost neck deep. They want to hear the market would go higher and higher and higher, so that they can come out - look under this section - how many investors are still trapped in stocks bought almost twice the price. Show me how many people are making decent money in current market or on their existing portfolio. These investors were caught in the "rat trap" in previous rallies. I do not see any improvement in real pick up in economies in the western world. More and more frauds are coming to light. The interest rates are showing the signs of perking up, though not much. But these rates are ultimately going into double digits. I am therefore very selective even among 40% exposure to equity only for Indian equity where the interest rates are still higher at 7% on bank deposits against meager 0.5% in overseas market. Personally, I am 100% liquid for my own personal needs to buy other physical assets. I would reinvest after addressing my needs. Whether I am right or wrong or in timing, I am not concerned. I am not day to day player. I am not an active trader as well. At the moment, except some stocks in India, other stocks are too expensive to buy. Look at even at RIL - two months ago, it was at same level as it is at now - so also most of the stocks. They are not rising, learn this truth. Dear Kalidas, are you sure what you are saying of ?
Its the strong bull market .. and you are always bear .. like Shankar Sharma..Its been May now, but still no sell off happening as you predicted .. I mean I dont doubt your capability, but if what you saying is really true then , pls suggest by when should I exit all my equity holdings ?

Kalidas Says ….Saturday, May 01, 2010
If I were a strong bull, I would not be limiting exposure to 40% in India only. I am still a big bear for the world market which may hurt Indian market individually. When the Dow is down by 200 points, Indian market in spite of good potential also tanks by 300 points. So do not think that Indian market would be isolated.

Yes, sell off has not begun as I had expected due to various reasons – I do not want to dilate. Today, practically everyone is involved in the stock market almost neck deep. They want to hear the market would go higher and higher and higher, so that they can come out – look under this section – how many investors are still trapped in stocks bought almost twice the price. Show me how many people are making decent money in current market or on their existing portfolio. These investors were caught in the “rat trap” in previous rallies.

I do not see any improvement in real pick up in economies in the western world. More and more frauds are coming to light. The interest rates are showing the signs of perking up, though not much. But these rates are ultimately going into double digits. I am therefore very selective even among 40% exposure to equity only for Indian equity where the interest rates are still higher at 7% on bank deposits against meager 0.5% in overseas market.

Personally, I am 100% liquid for my own personal needs to buy other physical assets. I would reinvest after addressing my needs.

Whether I am right or wrong or in timing, I am not concerned. I am not day to day player. I am not an active trader as well. At the moment, except some stocks in India, other stocks are too expensive to buy. Look at even at RIL – two months ago, it was at same level as it is at now – so also most of the stocks. They are not rising, learn this truth.

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