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Authors Ashwini Damani

7 days 30 days All time Recent Popular
Ashwini Damani
Ashwini Damani
@ashwinidamani
Well it's happening...

Someone who usually buys after I suggest, msgd me and said...
"U should read Renuka Sugar"

U don't know - Modi ji changing Ethanol Rules...

When I argued..immediate response was to send some watsapp msg & a reply "I bought Balrampur also sometime back"

Just to add : I have no views on sugar stocks.. I don't understand if Sugar stocks are overvalued or undervalued..
SUGAR
Ashwini Damani
Ashwini Damani
@ashwinidamani
The sector rotation has been so fast in this bull market...

There has been no one clear sectoral leader..

Suddenly Pharma stocks run, then PSUs, then IT comes up, Commodities, Chemicals.. Everyone is having their day in the sun..

Now All of a sudden Power stocks are zooming

Previous Bull markets had few clear leaders - Infra, Real Estate in 2007 or Financials after Demon, IT, Media in 2000s, Capex, Commodities after that
MARKET CYCLE
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