8 comments ↓

#1 |

Aandy20 @ over 2 years ago Director of Engineering at Market Research Firm - IAG

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Hi Rajiv,I'm aware of arguments that the weakening dollar will produce more exports for the US and that would contribute to overall GDP.I have a question for you. As a US investor, are you aware what the regulations are to invest in India? Are there certain companies that we can trade from the US? Your input here would be much appreciated. And thanks Ziad to that overview. 

#2 |

Rajiv @ over 2 years ago An Investor... at Bank Of Baroda....migrating to USA

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Hi  Ziad,Thanks for the post and the view.But still my questions are unanswered and that is , 1)Is it prudent to buy in US stock market now?2) If US economy is to slow down considerably then where will the Dow move?How much down it can go and hence how will one buy in US market if Dow or Nasdaq is going to go down?Last line of Mr Summers says that recession will not get averted then how one can buy in US market or give a Buy Call......atleast one has to wait for the dust to settle , see where US economy stands after a year and then can think of buying some stocks....As far as I can recall , Warren Buffet lately has aired his view that US economy is slowly going in to recession...Hence now the question that arises is how much time it can go...The time frame is important....I hope you will not take my queries otherway and will revert with your answers for them,and btw, I suggest to visit my blog :http://rajeevdesai.blogspot.com/so that you can know me well...and am sure you will find something there useful as well...am sure about it....Thanks,Rajeev

#3 |

Rajiv @ over 2 years ago An Investor... at Bank Of Baroda....migrating to USA

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Thanks, Ziad for your link....Regards,Rajeev

#4 |

Michael @ over 2 years ago Director of Engineering at Auctoritas

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Lawrence Summers gives a talk on the state of the economy. It can be found here:http://www.brookings.edu/~/m edia/Files/events/2007/1219_economy/20071219_summers.pdf

#5 |

Rajiv @ over 2 years ago An Investor... at Bank Of Baroda....migrating to USA

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Thanks Michael,For the link..but I want to hear in two lines....whether one should invest in US market now or not?I read all these, but wants to know exactly what one should do in US market..If one invest now, will he be in loss in next 6 months?If yes, then why he should invest now and not wait for 6 months more..That answer is still eluding me....Regards,Rajiv

#6 |

Michael @ over 2 years ago Director of Engineering at Auctoritas

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Rajiv,As you know, no one can say this for sure. My answer to that is it depends on what sectors you want to invest in. What has worked for me is the technology sector. I made a bet on vmware when it was 67 and the results have worked out nicely, although I think it's still too learly to tell. In my view, to invest in the major banking corportations it's probably worth waiting another 6 months. Reason is the credit-subprime mess is being unfolding and it's still unclear how the banks will be perceived. For example, Bear Stearns lost a big chunk of value on the exchange because of the latest events. In my view, I think these are great companies that will continue to perform well and these events make them a bargain for purchase... I hope this addresses your question. 

#7 |

Michael @ over 2 years ago Director of Engineering at Auctoritas

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Interesting that the Fed cut the federal funds rate by 50 basis points to 3 percent. No joke folks, we're seeing a recession on the horizon. Of course there will be those to analyze if the fed is acting too late and the symptoms of decline have already begun. My view is keep an eye on the stocks that have decreased in value and enter the positions that everyone is selling.

#8 |

Michael @ over 2 years ago Director of Engineering at Auctoritas

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Interesting that the Fed cut the federal funds rate by 50 basis points to 3 percent. No joke folks, we're seeing a recession on the horizon. Of course there will be those to analyze if the fed is acting too late and the symptoms of decline have already begun. My view is keep an eye on the stocks that have decreased in value and enter the positions that everyone is selling.