Hope and Government Policy as an Investment/Trading Strategy....

Most Fund Managers in Indian Market are Actively Passive.....
O Ashuji....

Experts on business channels are great source contra bets (I have used this statement end number of times in past...).

One of the FII's view on Indian Market.....

Samir Arora bullish on markets with 65% net position (8 Nov 2010, CNBC)....Markets Peaked on 5 Nov 2010

Real estate correction overdone: Samir Arora (26 Nov 2010, CNBC).....No Comments

Samir Arora: Govt first needs to understand how mkts work (1 Sep 2012, CNBC)....Wow and we need to understand how government works....

Mkt in for big bull run; don't miss out on it: Samir Arora (5 Oct 2012, CNBC)....Nifty is down 2%, Small Cap down 12% and Mid Cap down 16% since then....

See new bull mkt in 2014-15; RBI move disappointing: Arora (31 Oct 2012, CNBC)....Hope based big market was based on RBI ??

Bullish on market; DIIs must also join rally: Samir Arora (24 Jan 2013, CNBC)....Not Sure what rally was being talked about...

Demoralised but not giving up yet, says Samir Arora (7 Feb 2013, CNBC)....9 Trading Session (since last bullish stand on 24 Jan 2013) and Demoralised ....!!!

India is a monkey mkt, dumping bullish stand: Samir Arora (25 March 2013).....CAPITULATION

Read any interview of Indian Fund Mangers these days....most of them will have common hope...

Government will continue reform (look at what has happened to market since reform process/intentions have been initiated)

Interest rates will come down and capex cycle will pick up

Markets are oversold and will bounce..

Markets have priced in Elections in 2013...

A college going student can read news paper and summarize such views...Just like charts of most assets look identical if they aren't named....remove the name of expert and all views on business channels will look similar....

It makes me wonder most of the times what skill sets are required to be an "expert" or "Fund Manager".