Audio Transcript of ” Elections are here, what to do?”-:

Hello everyone, Good Afternoon My name is Niyam Vora and today were going to talk about one of the most popular topic Not just among the investing community but across the entire nation. Elections!!! Yes . 

Yes its an election year and finally yesterday the dates have been announced.

So elections are here and we as an investors what shall be doing? How are we going to position Our portfolios to stay clear of the tides of storm that will be about to come. So before we began I would like to make it clear that this is not a political discussion , its about individuals what shall they be doing , should we be buying or selling or if the coalition government comes to the rule how will it affect the markets or does any political party has any influence over the Markets and many other things.

Begging with the first thing which I have heard 1000’s of times and as a common man most of us have heard it, is that what if narendra modi does not win? Or what if BJP does not get the clear majority ? People also say that markets will crash if congress wins and such stuff. So first of all let me clear one thing markets will be woking as usual irrespective of the government that comes to the power although government policies do have a significant effect on the Business as well as economic cycles but again thats a long run story and what we are talking is just short term. Ifact I believe election is just a short term hiccup where operators lure the people in or out thereby creating chaos which forces small investors to take irrational decision .We are investors not gamblers and we should be have far foresight. 

We are buying companies with proven track record to deliver growth over a longer term and it can happen only if we buy good companies and stick to them with patience during all ups and downs.

Sometime back I was listening to the Interview of UDAYAN MUKHARJEE AND during that the anchor asked the similar question that Udayan how do you think the market will behave if Narendra Modi does not come to the power or they do not get clear majority?

And to that he replied “check the past data of elections compare it with the markets, in past 8 out 10 instances when coalition government was formed market was up significantly” and he does have a strong data to back what he said. My point is stay away from all hypothetical stories because it just is nuisance made by people who have nothing to do.

So basically whatever political party comes it wont matter in longer run because India is moving ahead, there is a huge rural transition and consumption, people aren’t going to stop eating does not means that we should not be be buying any FMCG companies such as marico, ,britannia etc or people are not going stop bathing so it does not mean we should not be buying ITC, HUL etc or people are not going to stop driving cars as a result it does not mean we should not be buying auto companies such as Maruti , Mahindra . well this were all such examples of the companies which have now become a part of our life knowingly or unknowingly that we are so dependent on those brands rather than the products itself that we are buying products of those companies not because Narendra modi has come to power or bjp had got majority but because we are now habited to it and betting on them is definitely going to be paid off in the longer run.

Disruption is the key to progress. In longer Disruption creates huge opportunities for new business to emerge and challenges the older ones to be innovative and evolve over the period.

So once Again election is short term event.

Now coming to the markets if we see the market is up significantly , Sensex up almost from 26000 to 36000 and nifty up almost from 6500 to 11000. But we all know from past several months or say from the begging of 2018 market too a dive and some of the small and midcaps have been hammered heavily . Infact apart from the select few companies I don’t see any of the large caps too which are up significanlty. If you as an investor 8 out 10 people willl say we are in loss or our portfolio has not performed in past 1-2 years or whatever we buy is not moving or we are having bad luck etc etc but the point is yes although markets were up but not much people have earned a lot .

Its just because the companies which were to trade at normal levels were stretched to premium valuations and now with this fall they have come back to reasonable justifiable valuations but does not mean a good performing company now aren’t going to go back to were they were a year or two back once the demand starts picking up or the business cycle peaks.

So what shall we as an Investors be doing at this times ? I know time is hard most of the investors portfolios are bleeding in red but this isn’t time to just sit back and watch . Its time to wake up and take risk by start buying slowly . Some of the dark horse stocks companies are down heavily and it could be very good opportunity to buy them at current levels. It would be also good time to look at some small and Midcap mutual Funds and start investing in them by Lumpsum or sip whatever You are comfortable with. the market looks good in long term and seeds sown today will definitely yield sweetest fruits .

Also many of the Darkhorsepicks are looking quite costly in terms of valuations where chances are their may be very little upside potential but those stocks should also be a part of portfolio because we should also have some stocks for risk management, not all the stocks are multibaggers but in event of volatility this are some of the stocks which would prevent the market volatility affecting the portfolio significantly.

Whatever party comes to the power it wont effect the market much , because in the longer run market is self sustainable which means companies with good fundamentals and strong businesses , will definitely grab all the visible growth opportunities there by giving consistent good returns .

Niyam Vora

The reason I keep repeating this thing is that because I want to get clearly in the head of all the investors that if narendra modi Does not win it wont mean end of the stock market.

One more thing I have been getting a lot of queries from users asking to recommend some cheap companies say below 500 or 100 rs , well I would like to say price is not a measure for a company to be good or bad because price is related to the accounting treatment undertaken by the company that is the total paid up capital the company has but in terms of performance there is no such relation that less pricey companies tend to perform better than those highly priced companies. infact I have planned to discuss in details the Kind of companies recommended in the group , the reason behind some of the ideas , how they have been searched and why most of the companies I recommend are debt free and highly priced and not in two digit price. I will be discussing that in my next audio

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IN THE NEXT SESSION WE WILL BE DISCUSSION ABOUT DARKHORSESTOCKS IDEAS, METHODOLOGY , HOW THEY ARE SCREENED ,WHAT THINGS DO WE LOOK AT, WHY MOST OF THE COMPANIES ARE DEBT FREE WITH SIGNIFICANT FOREIGN HOLDINGS AND WHY DO THEY DEMAND SUCH PREMIUM VALUATIONS.

SO TILL THEN KEEP PROMOTING AND HAPPY INVESTING

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