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Markets:- Flavors of the Market in last 5 Bull Phases.

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Markets:- Flavors of the Market in last 5 Bull Phases.
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Sunanda K. Chavan
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Markets:- Flavors of the Market in last 5 Bull Phases. - September 19th, 2011

Markets:- Flavors of the Market in last 5 Bull Phases.

In 1992, the theme was Cost Replacement…Mr.Harshad Mehta arrived the price of ACC Rs.10000 based on his theory and market also believed him…what happened to the prices of Mazda, ACC and all other companies since then you know.

In 1994, when first time FII investments were allowed, the sectors were capital goods and PSU IPOs. In 1995-96, the market was flooded with IPO of finance companies. The costliest IPO was of VLS Finance at Rs.510 per share. All listed companies started their finance companies…CIPLA started ALPIC Finance. I do not know what these companies are doing now.

1997 was the year for FMCG and Pharma companies…Hindustan Lever, Ponds, ITC, Colgate and Pharma companies were the darling of the market. Since then ITC or Hindustan lever or Colgate took 10 years to give positive returns. Today all FMCG companies are traded at 30 plus P/E ratios when compared with 18 P/E of Sensex!!

1999-2000 were the year of IT and famous K-10 stocks…..HFCL quoted at Rs.2100 is available at Rs.12 now. DSQ Software, Silverline are difficult to find now. Even Infosys price of Rs.16000 per shares took 7 years and two bonuses to match.

2003-2007 were the years of Infrastructure, Housing, Capital goods & electric goods sector. Just see what is the position of housing and infra companies today?

Lesson From Above…..…Every time market went up, it had a new set of companies and sectors.

In the next bull run also the companies and sectors will be new….so, if you are holding shares of companies or sectors who had done good in last cycle or cycles, you may see that they may never move in new cycle.

So, EVALUATE your portfolio in the light of current market opportunities.
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Rose Marry
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Re: Markets:- Flavors of the Market in last 5 Bull Phases. - April 18th, 2016

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Originally Posted by sunandaC View Post
Markets:- Flavors of the Market in last 5 Bull Phases.

In 1992, the theme was Cost Replacement…Mr.Harshad Mehta arrived the price of ACC Rs.10000 based on his theory and market also believed him…what happened to the prices of Mazda, ACC and all other companies since then you know.

In 1994, when first time FII investments were allowed, the sectors were capital goods and PSU IPOs. In 1995-96, the market was flooded with IPO of finance companies. The costliest IPO was of VLS Finance at Rs.510 per share. All listed companies started their finance companies…CIPLA started ALPIC Finance. I do not know what these companies are doing now.

1997 was the year for FMCG and Pharma companies…Hindustan Lever, Ponds, ITC, Colgate and Pharma companies were the darling of the market. Since then ITC or Hindustan lever or Colgate took 10 years to give positive returns. Today all FMCG companies are traded at 30 plus P/E ratios when compared with 18 P/E of Sensex!!

1999-2000 were the year of IT and famous K-10 stocks…..HFCL quoted at Rs.2100 is available at Rs.12 now. DSQ Software, Silverline are difficult to find now. Even Infosys price of Rs.16000 per shares took 7 years and two bonuses to match.

2003-2007 were the years of Infrastructure, Housing, Capital goods & electric goods sector. Just see what is the position of housing and infra companies today?

Lesson From Above…..…Every time market went up, it had a new set of companies and sectors.

In the next bull run also the companies and sectors will be new….so, if you are holding shares of companies or sectors who had done good in last cycle or cycles, you may see that they may never move in new cycle.

So, EVALUATE your portfolio in the light of current market opportunities.
Hey dear,

I am also uploading a document which will give more detailed explanation on Study Report on Global Equity Strategy.
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