Once I heard in an interview about Dhirubhai Ambani and he said something like “Opportunity arises in calamity” and way equity markets are falling it can be considered as Calamity and so if you are brave enough you can find good opportunities. So, this is investing time purely for investors and not for day traders and speculators. There are good opportunities to pick good stocks. Investors should buy stocks and do not look at the pick of six months to a one year time frame.

Some Stocks

Again going in wisely is a better option and so its not good to go out and buy a stock at the current price but you should start accumulating stocks rightly. I have been accumulating couple of them and I have done that today itself. One being DishTV and other one being RPL. I would prefer to be in both the stocks for one year for more than one reason. Dish TV because its one of the future in India and as there are some problem with Star and Tata and so Dish TV could benefit immensely from it. RPL for a simple reason that it would start the operations soon and then in one year time frame can go about making some good profit because it would be one of the largest refinery of the world.

Sectors to avoid

I would like to keep myself away from inflation related sectors like banking / real estate as well as FMCG which may need to work on cutting down prices. I was bullish on this sectors before the last week but not any more because oil again hitting a all time high and so it would be wise to book the profits in the Oil and Gas related sectors and re-enter once they start moving down. For investors of having six months time span there is nothing to get panicky about? If there are good stocks at good valuations, go and accumulate them.