Subodh Kumar
Subodh Kumar
Subodh Kumaris an Indian football player who last played for I-League club East Bengal...
areas check companies earnings evolve examples few financial following last leadership less rates relatively second services stay stocks utility volatility
In the last few months, there's been a lot of volatility. I look for less volatility in the markets. And I look for the leadership to evolve to the following areas -- where the rates stay in check - the banks, the utility stocks - those do very well, and financial services and utilities. And the second area that I would look for to do better would be companies with real earnings but relatively low multiples, and examples of those are the communications companies and semiconductor stocks,
becoming company individual kinds process simply whether
It may be simply part of the maturation process of becoming an international company. But as an individual investor, you should think about whether you want to be in a company that makes these kinds of mistakes.
blame easy euro oil tech
It's easy because the euro is so visible. And besides, in the tech sector, you can't really blame oil prices.
blame easy euro oil tech
It's easy because the euro is so visible, ... And besides, in the tech sector, you can't really blame oil prices.
earnings energy high near prices season until volatility
I see volatility until the end of the month. With earnings season near and energy prices high there will be volatility.
contained economy fed inflation keeping later raising reason regardless risk signal sooner whether yield
Sooner or later it will be appropriate for the Fed to pause, regardless of whether or not we get a signal in that direction. There is no reason for them to invert the yield curve. Inflation is contained and the economy is okay. I don't see a reason for them to take the risk of keeping raising rates.
below confidence current head investors market move oil prices stays
For the market to head higher, investors need to have confidence that oil prices will stabilize and move below $40 a barrel. If oil stays at current levels, the market will be tentative at best.
again company economy focus investors main today
The main focus today is the Fed. After the decision, investors will once again focus on the fundamentals of the U.S. economy and on company earnings.
believe markets respect saying sort themselves
The markets themselves are in sort of a show-me kind of a mood. They're saying with respect to earnings, we'll believe it when we see it.
beginning bull classic market showing signs
The market is showing the classic signs of the beginning of a cycle, a new bull market.
euro eye guys keeping wonder
The euro has been going down for two years, so I have to wonder if these guys are keeping their eye on the ball,
opposed
This is more a readjusting of expectations as opposed to a readjusting of the economy.
strong reality people
The market is now factoring in that first-quarter earnings will likely be below consensus. And the reality is that economic growth is probably going to be between 3.5 percent and 4 percent, which is good but maybe not as strong as what some people were hoping for.