|
The basic question is will there be a
war with Pakistan?
With the Pakistan establishment in
trouble and the election ahead, there will be very
little prepartion for this kind of war with India. One
can safely say using the planetary transit and the dasa
and bhukthi there will not be a war with Pakistan.since
Jupiter is in the 9th house and Saturn, in the 5th house
. Pakistan will be a country undergoing sweeping
changes.
Stock markets
There was a dream run for markets:
nearly 6000 points went up last year. Can we expect the
same? Basically, with the 11th lord Jupiter in the 8th
house plus Saturn and Ketu conjuct till 2008 June, it
will be diffcult for Sensex to make such a wild leaps.
Secondly, there will be volatility.
Correction in the market will happen. Most of the stocks
on the upside will see 1 per cent - 2 per cent swings.
Reliance, Tata and Birla will do well. IT will be an
under-perfomer. Power, infrastructure , auto and real
estate stocks will do well. The top pick for the year
from the astrologer side will be MRL, Suzlon, DLF, ONGC,
Jindal Drilling, Aban Offshore. If u are long term
investors, Deccan, Bharthi Telecom, Wipro, TCS will be
good picks. Sebi will be putting some more norms for the
regulation of the market. The inflow of FIIs funds will
be average rather than very great. India story is still
there with a restrains.
Oil prices
With the raging war and problems of
Saturn with Ketu, oil prices will cross over the 100
dollars mark easily. The government will raise the price
for one +IBM - 5 Rs range. Being typically close to
elections these issues will be played under wraps.
Rupee
Rupee value continues to be strong and
can even reach 37 for a dollar. Of course, the main
impact will be on the exporter.
Gold
Gold prices will creep up slowly as
usual. During Deepavali and festival time, they will go
up.
Property
Property prices will have marginal
relief with correction in the market till June 2008.
Saturn and Ketu will not allow another big rally. Many
people can hold the property in the long run. Market
still looks good. The middle class dream of having a
house will get fulfilled easily.
Politics
With Karat holding the cards, the
relationship will be somewhat hunky-dory till June 2008.
Afterwards, I want to write a separate article. Advani,
who made a statement that the government will come down
based on what a Delhi astrologer said, will be
disappointed till June 2008. Manmohan will still be the
darling for the Congress. Tempers will be still
controlled in a nice manner. The so-called posturing by
the Left, plus the Nandigram issue will be put in the
backburner.
There will be a separate article on
whether Advani will become Prime Minister like Vajapee
in the ripe old age.
A major leader in the BJP will have
health problems.
Telecom sector
The czar of Indian telecom, Sunil Mittal,
will see his ambition curtailed due to the spectrum
issue. There will be reasonable growth in the sector.
Vodafone, as expected, will be spending more money in
ads to build up brand.
Retail
The retail will see massive expansion in
tier-2 and tier-3 cities. New formats, structures will
be introduced. It is retail boom all the way.
Airlines
It is time for celebration and
expansion. More and more people will travel. Deccan,
Jet, Spice will have increased passenger capacity and
number of flights. New destinations and one more new
airline can join the race. Mallya's Kingfisher and
Deccan will make a smooth merger. Air Sahara will remain
where it is.
Computers
Internet gaming, surfing , buying will
increase rapidly. There will be a boom in online share
trading. Laptops costing Rs15,000 will become a big hit.
Two-wheelers
The higher end of the bike market will
see more sales; the middle-class graduating to car will
be the normal trend. New bikes, new segments, new prices
will be common features among major players.
The 8-10 per cent growth will be
maintained till the start of Ketu bhukthi which is till
July 9, 2008.
Finance
The RBI will not meddle much with
interest rate though people wil have crying need for
loans. At the most, there can be some fluctuation for 50
basis points. The government whiz kids in finance, who
will not want another sub prime in hand, will tighten
the grip in the financial sector.
Insurance by private people will be less
than government one.
Judiciary
The judiciary will become stronger.
Media
Media channels will do well with soaps.
Sun TV network is a very good buy. Paper as a sector
will have average growth.
The ad industry will have a normal year.
Tourism
Tourism, hotels and eateries will have a
very good run. There will be an increasing tendency to
visit India and Indians will go abroad.
Mass death
Mass death will increase due to Jupiter
in the 8th house. The dates to watch are:
February 21-27
June 10 +IBM - 20
July 10 +IBM - 17
August 2 +IBM - 4
August 14-15 August 23
There will be a lot of tension.
Till January15 itself mass death will
higher.
Overall, India in 2008 looks positive
with no major hiccups.
KB Gopalakrishnan |