Gold Breakout I Tata Group I REIT and SIPs - Weekly Summary and Recap

Tata Stocks & Tata Sons IPO : Will the IPO be dodged and what’s in store next?

• Some Tata stocks (Tata Investment Corporation and Tata Chemicals) could be in for a fall as the Tata Sons management is trying to work out ways to avoid an IPO
  

• The current week could be crucial if the markets have to decisively break the current zone
  

• We continue to be positive on large caps, cautious on mid-caps and in the very short term bearish on small caps
  

• We have and continue to remain very bullish on Gold (even technically the price seems to have moved beyond certain zones). It continues to be bought globally by central bankers and investors could look at 3%-5% of their financial net worth into gold through SGB’s at dips
  

• SEBI has announced the regulations around Small and Medium sized REIT’s – this is a very welcome regulation that’ll help curb unregulated fractional real estate investments, create liquidity and enable participation in the real estate sector. Watch our cofounder share his views at 8PM today
  

• With the RBI action on companies like IIFL Finance etc. and the earlier diktats on consumer lending, one should be careful on investing in certain type of bonds and specific NBFC’s that could be discounting too much positives
  

• Lastly, Feb saw a whopping 50 lacs SIP’s being started

Exclusive collaboration between GoalTeller and Mint for the launch of a coffee table book (All our Gold users will receive a free copy of the same) – Grand Launch on Wednesday, 13th March

Should I look at buying small cases around themes like the Tata group stocks etc?

Dear User,


Though yes several such themes have done very well in the recent past, sticking to themes and sectors is dangerous as these are like parties where you need to rush out first with the risk of getting caught drunk (read as heavily invested) when the party is over.

Tatas specifically are undoubtedly the most respectable business group today, however it does also come with its share of issues especially on the succession planning side. Though Chandra, the current CEO, has been exceptional in streamlining and turning the fortunes of most of its companies, there still is doubt over the eventual future as Mr. Ratan Tata ages further.

Many companies within the group are currently thriving, including Tata Motors, Tata Steel, and Tata Power. However, some, such as TCS, are encountering growth challenges. Despite these varied circumstances, we continue to advise investors to maintain diversified portfolios and steer clear of sector-specific or theme-based investments

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