tag:blogger.com,1999:blog-7599513757632666203.post8396623055214036235..comments2023-12-04T13:54:48.576+05:30Comments on The Spotlight with Anuj Singhal: Number crunching timeAnuj Singhalhttp://www.blogger.com/profile/12304482119337906742noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-7599513757632666203.post-23541596240503484302011-02-12T01:07:19.377+05:302011-02-12T01:07:19.377+05:30Hi Anuj, Amazing Analysis. Waiting for the Midcap ...Hi Anuj, Amazing Analysis. Waiting for the Midcap version. One question here, Will any kind of Tobin tax help prevent this kind of sheer dependence on FII for market direction and valuationsBharath Sridharanhttps://www.blogger.com/profile/03498002579635670303noreply@blogger.comtag:blogger.com,1999:blog-7599513757632666203.post-90292700067800327002011-02-10T14:39:40.098+05:302011-02-10T14:39:40.098+05:30Hey Anuj,
I think Indian markets are extremely s...Hey Anuj, <br /><br />I think Indian markets are extremely shallow compared to the flows we have started receiving. Our cash market volumes are pathetic, which makes them vulnerable. For example, 1000 shares on both Indian exchanges trade less than what Apple trades in one day in cash market!<br /><br />We have progressed well on the regulatory aspect of markets, but it is high time our regulators think of providing more depth to the markets. This can be achieved by encouraging market makers and providing rupee credit to brokers for enhancing liquidity in the market through order book management. Introduction of smart order routing is one such step taken which would open doors for algorithm trading systems, but they could lead to frequent flash crashes if these is low liquidity in stocks.Himanshuhttps://www.blogger.com/profile/14610385737271657456noreply@blogger.comtag:blogger.com,1999:blog-7599513757632666203.post-35635643467503729782011-02-10T11:15:39.019+05:302011-02-10T11:15:39.019+05:30@ Sumit - Yes, we have started to see some buying ...@ Sumit - Yes, we have started to see some buying by long only funds in some of the large caps. Will write in details in a bit<br /><br />@Dandy: Thanks dada. Your appreciation means a lot to me<br /><br />@Virender: Thanks. But Match numbers a long time off<br /><br />@Formula 1: Good point, will do the research and post<br /><br />@Pallav: IVRCL's Dec shareholding out on BSE. Can check thereAnuj Singhalhttps://www.blogger.com/profile/12304482119337906742noreply@blogger.comtag:blogger.com,1999:blog-7599513757632666203.post-72186649268963828742011-02-10T09:54:18.673+05:302011-02-10T09:54:18.673+05:30IVRCL INFRA'S last available Shareholding patt...IVRCL INFRA'S last available Shareholding pattern on NSE's site is of sep 2010 - FII's hold a substantial 58% in the company, may be thts the reason the stock has been beaten completely out of shape, do u hv any idea of FII holding as on dec 2010PALLAV AGARWALhttps://www.blogger.com/profile/03731215678126811412noreply@blogger.comtag:blogger.com,1999:blog-7599513757632666203.post-30707077718513778742011-02-09T19:22:23.941+05:302011-02-09T19:22:23.941+05:30can u give an analysis of quater of sep 2010 and d...can u give an analysis of quater of sep 2010 and dec 2010 the change in FII holding as the market rose in that period...Formula 1 in Indiahttps://www.blogger.com/profile/07091946767737792142noreply@blogger.comtag:blogger.com,1999:blog-7599513757632666203.post-90034890016645115922011-02-09T19:18:21.840+05:302011-02-09T19:18:21.840+05:30amazing analysis.....cant wait for march numbers.....amazing analysis.....cant wait for march numbers....virenderhttps://www.blogger.com/profile/12835958394129224792noreply@blogger.comtag:blogger.com,1999:blog-7599513757632666203.post-35422320089195629672011-02-09T18:21:13.100+05:302011-02-09T18:21:13.100+05:30Outstanding analysis !! Much to learn from you...T...Outstanding analysis !! Much to learn from you...Thanks and keep those coming..Vikas Dandekarhttps://www.blogger.com/profile/00058374396349822822noreply@blogger.comtag:blogger.com,1999:blog-7599513757632666203.post-9256021559243259262011-02-09T18:17:13.293+05:302011-02-09T18:17:13.293+05:30Hi Anuj,
An interesting analysis indeed. It would...Hi Anuj,<br /><br />An interesting analysis indeed. It would be worthwhile to know which stocks the FII’s are buying into considering that the net sell figure of $2.25 billion does not warrant this kind of a steep nifty correction. So clearly short nifty seems to be the theme and consequently the nifty heavyweights are getting pounded. Can it be thus assumed that the selling pressures are coming mostly from the ETF’s (the so called hot money), which will trade the nifty only (and consequently a large chunk of their holdings will be in the heavyweights). This is also something that most of the channels are anyway talking of. On the other hand the buying could be coming from the long only funds / funds with a firm belief in the India story. These FII’s (who necessarily do not deal in nifty only but on strong growth stories outside the index) could be cherry picking across the board (index and non-index stocks) where valuations would be looking very attractive. If this is true, is it time to start cherry picking from a medium term perspective for a retail investor since the second category of FII’s are actually the smart money. Looking forward to your perspectives on the same.Anonymoushttps://www.blogger.com/profile/02777361385050132723noreply@blogger.comtag:blogger.com,1999:blog-7599513757632666203.post-36138971159270108412011-02-09T18:11:12.450+05:302011-02-09T18:11:12.450+05:30This comment has been removed by the author.Sumit Midhahttps://www.blogger.com/profile/02641698521420401554noreply@blogger.com