Kondratiev cycle is a bit dubious in my opinion – anyway, I think its academic and there are easier options to decide on investment cycle. I expect Nifty to go below 4000 in 2012.

I was going through some material on kondratiev waves and how will affect our markets. This guy was speaking about multiyear distribuition patterns in various countries etc. I wish to know your view on it. Also i have a large portion of my investments in equity mutual funds.. Should i move that into cash with a 3-5 year view on the mkt. I would do that if we expect a bigger than 20% correction in the near term

Jai
‘it might be because of the expiry. the max built up of open positions is in 5100 and 5200 puts.. Thus the effort to prop nifty up even after bad news. A clearer picture will appear only after friday close.

Prateek Sinha

Im afraid the market is taking the bad news well. Atleast so far. IF market does not blow through 5135 and goes abv 5240 in the next session or 2, we must look at the MERIT of trading the market to the upside for the short term.

We had another crash in shanghai composite.It was up 1 % in the initial hour or so and in the next 20 minutes or so lost 2%. Is it simply algos playing wild and crazy or is someone big emptying their portfolio.It can be a result of ECB margin calls on banks for the LTRO money since spanish bond yields have been steadily rising over the last few weeks and by that logic those bonds must be losing money and hence the imminent danger of ECB Margin calls.

prateek sinha

The ideal set up failed in HH. But if further follow through sell off is seen here, same tgt 1800

The range got compressed and Nifty is now almost out of the range. Currency markets are pointing to further weakness. So yes, strategy should be to short the rise. Metals good bet

Strategy should be to short the rise. Resistance at 5266-5280.