MFF – 090517 – 00:59 Hrs

+ Bad news for Afzal Guru! His hope of L.K.Advani becoming PM and hanging him so as to end his sufferings in jail has been shattered. He may now have to wait until 2014 atleast. The election results have surprised everyone including the Congress party which was circumspect till yesterday and the leaders were trying to mend the cracks between Congress, Laloo, Amar etc., Digvijay Singh must be thinking why did he say sorry to Amar yesterday as the Congress does not require Samajwadi Party’s support now.

+ The average Indian who is already under stress due to various economic factor’s was fearing a hung parliament and thus gave a thumping victory to ruling Congress as he/she did not want his/her vote to get divided across the board which may send various parties to the parliament but not a government. I feel the public did not want to take any chances and thus ruling Congress was the choice by default. The reasons for this assumption are:-

  1. The Left has been battered out of shape as people realized if they are not weakened nothing would go right in the country, especially if they (Left) continue to have a say in next government.
  2. If you note the voting pattern all those who broke away from UPA like Laloo, Mulayam, Paswan are today running for their pants. It is now not necessary for the Congress to give even a unreserved seat to Laloo. Pranab Mukherji’s words have come true.
  3. Those who stayed in the UPA alliance like Trinamool, NC, NCP, DMK have been rewarded by the public as they assumed vote for them is a vote for stable government.
  4. Politicians sitting on the fence (including the people mentioned in point no.2 above) who were assuming they would be kingmakers after the counting, and could demand huge share of flesh in the cabinet from BJP or Congress whoever comes to power have been sent packing their bags. Jayalalitha, Chandrababu Naidu, Deva Gowda, PMK, MDMK are speechless today. Infact PMK & MDMK are clean washout.

+ It is clear now that Congresses victory has been at the cost of regional parties and left. The BJP was seen as an alternative as they were winning state elections one after the other. The exit polls used to predict BJP victory during these state elections and ultimately the Congress had to pass a law banning the exit polls until all rounds are over so that congress supporters do not get influence by them. That is why we had exit polls only on 13/May after the 5th round got over.

+ BJP debacle should make the leaders introspect the reasons. They have to become perfect politicians. Congress-DMK combine distributes money to the people in TN. Dayanidhi Maran today on TV showcased Re.1/kg rice, Free color TVs, Free cooking stoves as achievements of DMK government and said they have won due to such people friendly schemes! Is this governance or bribery in kind? if not cash. I asked one BJP workers in TN that why don’t they also distribute bulk cash to voters? The reply was that they don’t get support even from the party HQ as they don’t make money. NDA didn’t make money even when they were in power. People like Narendra Modi, Vasundhara Raje don’t let anyone make money and that’s why they face frequent revolts from within their cabinet. Yes, Modi has people’s support and has performed better today but every Indian does not vote for growth they do it for freebies in form of cash or kind.

+ BJP should follow its ideology and work for growth simultaneously and should not bother about the world. Being pro-Hindu does not mean anti-other religions and this ideology is much more acceptable than the pro-other religion and anti-Hindu ideology being followed by Congress and other self certified secular parties.

+ Our bread and butter is market and hence let’s now discuss results impact on our stocks. I was assuming Sensex to cross 15000 immediately if BJP comes to power on account of there pro investment policies, divestment, reforms, Tax cuts, Swiss Bank a/c’s issue etc, but that’s not going to happen now. The Sensex may open 600+ on Monday and may move further up but then the rally would be capped as the momentum would get slow.

+ Congress government is also positive for the market especially since the baggage of Left is not going to be carried by Manmohan Singh. If Congress has the motive they can take some dramatic steps which can propel the Indian economy. Chidambaram will not be the FM as he has been advised rest from the public, even T.R.Balu is out of race this time. DMK has already demanded cabinet posts for Azhagiri, Kanimozhi, Maran all three are family members of Karunanidhi, nothing wrong about it as DMK and Congress are anyways family business concerns.

+ The point is market would be glad and the Sensex will express the happiness in form of points gained if the key ministries are under control of PM. There would be pressure from DMK and TMC for sure. Hence overall it’s +ve for the market.

+ Manmohan Singh could be a tough man to handle if he gets powerful and he has gained some power after the victory. Honest men are generally tough to handle. I feel he may continue as PM for 3+ yrs and then a chance may be given to Rahul Gandhi to gain experience. If not anyways in 2014 Rahul would be the PM candidate and BJP has to set its plan as the competition would be like playing tennis with steel ball.

+ Focus on Infra, Banking, Power Equipment stocks.

QED: Imaams issue fatwas on whom to vote, Indian Christian Association in this election issued circular in support of Congress, if this is secularism then why don’t Hindu cleric’s issue statements in support of BJP?

Jai Hind.

P.S: Comments are Welcome.

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6 thoughts on “MFF – 090517 – 00:59 Hrs

  1. Dear Vivek,
    The election result is not only surprising but also welcome. Inspite of the freebies & lack of education the India voter has decided to give some one a free hand. Let us see if the hand works at putting all that is wrong with this country, and the first step would be in having horses for races rather than vice a versa. I do hope the pessimism evaporates and we as a nation stand up for all that we know we can do.

    Like

  2. Dear Vivek,
    I have read your views and wish to add that this election results are based on public worry that they should get a stable government. I hope you will recollect what I said in TIA meeting in April that our people some how or other think alike and vote and it is proved in 1977,1991,1999 and now. our people take time to repose confidence on any one and once the confidence is reposed then it will continue for more time. Our people are yet to accept BJP because now only they have started ruling the states and they have to prove that they are good rulers. until then “a known devil is better than unknown angel”

    CA.N.VENKATESWARAN.
    TIA LM 54

    Like

  3. I do not understand what do you mean by saying “only ppl like Vivek Karwa and his party”

    Firstly, Iam an analyst and will analyse anything which affects market!

    Secondly, as of today, Iam neither a politician nor a member of any political party. I should bother about issues if I seek vote of public.

    We in market have only two issues and that’s development and good governance so that we the investors and traders can make money on our investments.

    If you note I have mentioned a UPA government without load of Left is good for market! Yes the fact is I do not like the vote bank politics of Congress and I hope you will agree on this. BJP if given mandate would have also cheered the markets as they are also for development. BJP has done well in all states its ruling, beating anti-incumbency and that’s because people are happy with the governance. I wanted to vote for AIADMK in my constituency but didn’t do so since they aligned with regressive Left.

    Don’t dilute your ideology and go for total development of the country simultaneously.

    Vivek Karwa
    +91-98-405-405-75

    Like

  4. only ppl like Vivek Karwa and his party were circumspect because they themselves weren’t confident enough that the issues which they tried to propagate will help them or not…but my friend

    “Jako rakhe saiya mar sake na koi” and I feel that this is the good luck of India as a country that we, “the common man,” had elected a stable governemnt and above all given the continuity to the reforms which were ongoing.

    and I hope that you are a trader…so your mindset should not be baised with any particular group…and I will advise you to go short on NDA and stay long in UPA….your position will be heged forever and you will become a winner at the end.

    good luck and God bless

    umesh malhotra

    Like

  5. —– Original Message —–
    From: BRAHMASTHRA
    To: manmohan@sansad.nic.in ; CONGI_ABHISKEK ; CONG-BIKAMA ; IBN ; NDTV1
    Cc: GANASHAKTHI ; COMRADE-nonperformin asset nram ; UTV-COM ; INDIATV ; DECCAN CH-ISLAMIC JIHADI MEDIA-TN
    Sent: Saturday, May 16, 2009 8:58 PM
    Subject: BJP Shud Realise that its main adversary is Not Congress- BUT THE CHRISTIAN MEDIA NDTV-IBN-TIMESNOW-HEADLINESTALK-Foot Soldiers for the election& they worked overtime-fear of SwissA/c

    WIDE CIRCULATION
    VANDE MATARAM
    From:- FROM A JOURNALIST [Investigative]& COUNTER JOURNALISM
    Dear Countrymen-Letters to the Editor-PCCouncil-CII-NHRC-Minorities Commission
    Namashkar
    Vande Mataram

    BHARATHIYA JANATHA PARTY SHOULD REALISE THAT THE MISSIONARIES AND CHURCH WERE RESPONSIBLE FOR THE EXPANSION OF BRITISH EMPIRE AND DESTRUCTION OF HINDU CULTURE BEFORE INDEPENDENCE AND POST INDEPENDENCE THE CHURCH AND MISSIONARIES OCCUPIED THE COMMUNICATION AND MEDIA & CLOAK OF SECULARISM- THEIR PROGINIES OR TROJAN HORSE ARE THE CHRISTIAN MEDIA-NDTV-TIMESNOW-IBN-HEADLINES TALK- Who started their Campaign from the Manglore Pub attack and Kandamal- which was used to manipulate the Minds of Youth and influence them.
    Their Target is SHRI NARENDER MODI AND YEDURAPPA.The Best thing to avoid them – let them carry out any sting operations. In Six Months time- there will be a Big Change. This Verdict WAS FOR MR MANMOHAN SINGH TROJAN HORSE AND NOT FOR CONGRESS.

    There is always a Silver Lining and that is Mir Jaffer is slained- That is Communists, Laloo/RJD,JMM, LJP – who colluded with the Roman Catholics in the name of Secularism- got a solid Drubbing. They allowed the snake into the well and it will swallow them.
    BSP/AIDMK( EGO SHOULD NOT BE THERE).

    SECULARISM SHOULD BE PRACTISED AMONGST THE FAMILY AND NOT WITH OUTSIDERS- THIS IS WHAT THE COMMUNISTS DID AND THEY GOT IT IN STYLE- THEY SHOULD READ MUNSHI PREM CHANDS BOOK – ” PARDAH”.

    ALL HINDU ORGANISATIONS SHOULD LEARN THE LESSON AND AVOID-CHRISTIAN MEDIA- NDTV-TIMESNOW-IBN-HEADLINES TALK AND START A CAMPAIGN EXPOSING THEM AND SEND THE MESSAGE TO ALL TO STOP GIVING ADVERTISMENTS FOR THE TREACHERY.

    PLEASE READ HOW THE MISSIONARY BRAIN WORKS AND HOW MUCH PLANNING THEY DO.JUST READ HOW FOR THE VICIOUS BRAIN THINKS AND EXECUTE- SINKING OF THE TITANIC:
    THE SINKING OF THE TITANIC

    When we think of events that have transpired in history over the last one
    hundred to two hundred years, there are certain events that stand out as
    ones of great horror, great surprise and great sadness. Of the many that
    come to mind the most devastating have been the destruction of the the
    World Trade Center in New York City and the sinking of the Titanic.

    The greatest tragedies in the last two hundred years can be traced to the
    Jesuits. We will now show that the Jesuits planned and carried out the
    sinking of the Titanic, and we will show why they did it.

    Since the early 1830’s, America did not have a central bank. The Jesuits
    desperately wanted another central bank in America so that they would
    have a bottomless reservoir from which to draw money for their many
    wars and other hideous schemes around the world.

    In 1910, seven men met on Jekyll Island just off the coast of Georgia to
    establish a central bank, which they called the Federal Reserve Bank.
    These men were Nelson Aldrich and Frank Vanderlip, both representing
    the Rockefeller financial empire; Henry Davison, Charles Norton, and
    Benjamin Strong, representing J.P. Morgan; and Paul Warburg, representing
    the Rothschild banking dynasty of Europe. We have already seen that the
    Rothschilds were the banking agents for the papacy’s Jesuits, holding “the
    key to the wealth of the Roman Catholic Church.”

    The Morgans were friendly competitors with the Rothschilds and
    became socially close to them. Morgan’s London-based firm was
    saved from financial ruin in 1857 by the Bank of England over which
    the Rothschilds held great influence. Thereafter, Morgan appears
    to have served as a Rothschild financial agent and went to great length to
    appear totally American….

    His [Rockefeller’s] entry into the field was not welcomed by Morgan,
    and they became fierce competitors. Eventually, they decided to
    minimize their competition by entering into joint ventures. In the end,
    they worked together to create a national banking cartel called the
    Federal Reserve System. – G. Edward Griffin, The Creature from
    Jekyll Island, American Opinion Publishing, p. 209. (Emphasis supplied).

    These three financial families, the Rothschilds, Morgans, and Rockefellers
    all do the bidding of the Jesuit Order because of Jesuit infiltration in their
    organizations. They do whatever is necessary to destroy constitutional
    liberty in America and to bring the pope to world domination. As we
    look back over the 20th century, we see how successful the Jesuits
    have been. They have continued to squander the wealth of America
    and continually attack its great constitution and civil liberties. Daily,
    the power of the pope in Vatican City increases.
    One day they will achieve total power again.

    The building of the Titanic began in 1909 at a shipyard in Belfast,
    the capitol of Northern Ireland. Belfast was a Protestant haven and
    was hated by the Jesuits. World War One began just a few years later.

    The Titanic was one of a fleet of ships owned by the White Star Line,
    an international shipping company.

    Banking was not the only business in which Morgan had a strong financial
    interest. Using his control over the nation’s railroads as financial leverage,
    he had created an international shipping trust which included Germany’s
    two largest lines plus one of the two in England, the White Star Lines. – Ibid, p. 246.

    There were a number of very rich and powerful men who made it
    abundantly clear that they were not in favor of the Federal Reserve
    System. J.P. Morgan was ordered by the Jesuits to build the Titanic.
    This ‘unsinkable’ ship would serve as the death ship for those
    who opposed the Jesuits’ plan for a Federal Reserve system.

    These rich and powerful men would have been able to block the
    establishment of the Federal Reserve, and their power and fortunes
    had to be taken out of their hands. They had to be destroyed by a
    means so preposterous that no one would suspect that they were
    murdered, and no one would suspect the Jesuits. The Titanic was
    the vehicle of their destruction. In order to further shield the papacy
    and the Jesuits from suspicion, many Irish, French, and Italian Roman
    Catholics immigrating to the New World were aboard. They were
    people who were expendable. Protestants from Belfast who wanted
    to immigrate to the United States were also invited on board.

    All the wealthy and powerful men the Jesuits wanted to get rid of
    were invited to take the cruise. Three of the richest and most important
    of these were Benjamin Guggenheim, Isador Strauss, the head of Macy’s
    Department Stores, and John Jacob Astor, probably the wealthiest
    man in the world. Their total wealth, at that time, using dollar values
    of their day was more than 500 million dollars. Today that amount
    of money would be worth nearly eleven billion dollars. These three men
    were coaxed and encouraged to board the floating palace. They had to
    be destroyed because the Jesuits knew they would use their wealth and
    influence to oppose a Federal Reserve Bank as well as the various wars
    that were being planned.

    Edward Smith was the captain of the Titanic. He had been traveling the
    North Atlantic waters for twenty-six years and was the world’s most
    experienced master of the North Atlantic routs. He had worked for
    Jesuit, J.P. Morgan, for many years.

    Edward Smith was a ‘Jesuit tempore co-adjator.’ This means that he
    was not a priest, but he was a Jesuit of the short robe. Jesuits are not
    necessarily priests. Those who are not priests serve the order through
    their profession. Anyone could be a Jesuit, and their identity would not
    be known. Edward Smith served the Jesuit Order in his profession as a
    sea captain.

    Many interesting points about the Titanic are discussed in a videotape
    made by National Geographic in 1986.
    The videotape is entitled The Secrets of the Titanic. When the Titanic
    departed from Southern England on April 10, 1912, Francis Browne,
    the Jesuit master of Edward Smith, boarded the Titanic. This man was
    the most powerful Jesuit in all of Ireland and answered directly to the
    general of the Jesuit Order in Rome.

    The videotape declares:
    A vacationing priest, Father Francis Browne, caught these poignant snapshots
    of his fellow passengers, most of them on a voyage to eternity.
    The next day Titanic made her last stop off the coast of Queenstown,
    Ireland. Here tenders brought out the last passengers; mostly Irish immigrants
    headed for new homes in America. And here, the lucky Father Browne
    disembarked…. Father Browne caught Captain Smith peering down
    from Titanic’s bridge, poised on the brink of destiny. – The Secrets of
    the Titanic, National Geographic, video tape, 1986.

    Here is Jesuit treachery at its finest. The Provincial [Father Francis Browne]
    boards Titanic, photographs the victims, most assuredly briefs the Captain
    concerning his oath as a Jesuit, and the following morning bids him farewell.
    – Eric J. Phelps, Vatican Assassins, Halycon Unified Services, p. 427.

    Browne went over with Edward Smith one last time exactly what he was
    supposed to do in the North Atlantic waters. The Jesuit General told Francis
    Browne what was to happen; Browne then tells Smith and the rest is history.
    Edward Smith believed that the Jesuit General

    . . . is the god of the [Jesuit] society, and nothing but his electric touch can
    galvanize their dead corpses into life and action. Until he speaks, they are
    like serpents coiled up in their wintry graves, lifeless and inactive; but the
    moment he gives the word of command, each member springs instantaneously
    to his feet, leaving unfinished whatsoever may have engaged him, ready to assail
    whomsoever he may require to be assailed, and to strike wheresoever he shall
    direct a blow to be stricken. – R.W. Thompson, The Footprints of the Jesuits,
    Hunt and Eaton, pp. 72, 73.

    Edward Smith was given an order to sink the Titanic and that is exactly what he did.

    By the command of God, [the Jesuit General] it is lawful to murder the innocent,
    to rob, to commit all lewdness, because he [the Pope] is Lord of life, and death,
    and of all things; and thus to fulfill his mandate is our duty. – W. C. Brownlee,
    Secret Instructions of the Jesuits, American and Foreign Christian Union, p. 143.

    There is no record in history of an association whose organization has stood for
    three hundred years unchanged and unaltered by all the assaults of men and time,
    and which has exercised such an immense influence over the destinies of mankind.
    ‘The ends justify the means,’ is his favorite maxim; and as his only end, as we have
    shewn, is the order, at its bidding the Jesuit is ready to commit any crime whatsoever.
    – G. B. Nicolini, The History of the Jesuits, Henry G. Bohn, pp. 495, 496, emphasis added.

    Let us remember the oath that every person takes to become a part of the Jesuit Order:

    I should regard myself as a dead body, without will or intelligence, as a
    little crucifix which is turned about unresistingly at the will of him who
    holds it as a staff in the hands of an old man, who uses it as he requires
    it, and as it suits him best. – R. W. Thompson, The Footprints of the Jesuits,
    Hunt and Eaton, p. 54.

    When a person takes the Jesuit Oath, he is bound to his master until the
    day that he dies. Edward Smith had become a man without will or intelligence.
    He would commit any crime the Order wanted him to commit. Edward
    Smith had been required for martyrdom. On board the Titanic that night,
    Edward Smith knew his duty. He was under oath. The ship had been built
    for the enemies of the Jesuits. After three days at sea with only one pair of
    glasses for the bridge, Edward Smith propelled the Titanic full speed ahead,
    twenty-two knots, on a moonless dark night through a gigantic ice field nearly
    eighty square miles in area. Edward Smith did this despite at least eight telegrams
    warning him to be more cautious because he was going too fast.

    Did Edward Smith need one caution? No, he had been traveling those waters
    for twenty-six years. He knew there were icebergs in that area. But eight
    cautions did not stop this man who was under the Jesuit oath, and under
    orders to destroy the Titanic.

    The absurdity of warning veteran Captain Edward Smith repeatedly on
    Titanic’s tragic night to slow down is nothing short of preposterous. The
    fact that Smith never listened or heeded the warnings is insane. He had
    been given orders from his god in the Vatican, and nothing would turn
    him from his course.

    The encyclopedias paint a very tragic picture of Smith in his last hours.
    When it came time to give the order to load and lower the lifeboats,
    Smith wavered and one of his aids had to approach him for the order
    to be given. Smith’s legendary skills of leadership seem to have left him;
    he was curiously indecisive and unusually cautious on that fatal night.
    Are these words to describe a legendary sea captain with 26 years of
    experience, or are these words to describe a man who was struggling
    in his mind whether he should do his duty as a sea captain or obey his
    master who told him to sink the ship?

    John Jacob Astor’s wife got into a life boat and was saved, while John
    Jacob Astor perished in the waters of the North Atlantic. There were
    not enough lifeboats and many of them were only half full with only
    women and children.
    To prevent nearby freighters from responding with help, the distress
    flares were white when they should have been red. White flares to
    passing freighters state that everybody was having a party.

    One of the greatest tragedies of the twentieth century, the sinking
    of the Titanic, lies at the door of the Jesuit Order. The unsinkable
    ship, the floating palace was created to be the tomb for the wealthy,
    who opposed the Federal Reserve System. By April, 1912, all
    opposition to the Federal Reserve was eliminated. In December
    of 1913, the Federal Reserve System came into being in the United
    States. Eight months later, the Jesuits had sufficient funding through
    the Federal Reserve bank to begin World War One.

    unquote

    A small body of determined spirits fired by an unquenchable faith in their mission can alter the course of history”
    VANDE MATARAM***JAY HIND***BHARATH MATHA KI JAI
    YOURS AFFECTIONATELY
    “BRAMHASTHRA”
    JOURNALIST
    E&OE

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  6. VIVEKBHAI,
    U WILL SEE THE CORRECT FUTURE PICTURE THAT WHEN RAHUL BECAME P.M.: OUR MICRO TELEPATHY LINK SHOW THE SAME..

    OM TAT SAT.

    KAMAL VERMA

    Like

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