In Oct, sensex down 11 times in 18 years

M Allirajan | TNN

Coimbatore: After a spectacular September, which saw sensex clocking more
than 9% returns, will the markets usher in a crackling festival bonanza?
While there has been much talk about "valuations getting stretched" and a
"correction", October hasn't really been an exciting month for sensex in the
past.
   The sensex has given negative returns in nearly two out of three
occasions since 1991 when the economy opened up. The benchmark index has
declined in 11 out of 18 years in October, data with BSE and domestic
brokerage firm Anand Rathi financial services shows.
   "October would be (a) volatile (month). But even if there is a correction
it will not be big," reckons Ajay Parmar, head, research, Emkay Global
financial services. "Markets have fallen most of the times either before or
after Diwali in the past 15 years," says D D Sharma, senior vice-president,
research, Anand Rathi.
   The onset of the festival season and the announcement of corporate
results act as a trigger for booking profits, he explains. "Barring some
pockets of undervaluations, most of the large cap segment is fully valued
discounting (2010-11) earnings expectations." Investors get into the exit
mode when the results start trickling in and make a re-entry once the
earnings get fully reflected,” say market observers.
   Though observers expect the quarter-ending September to be strong as
advance tax payments have been buoyant, some believe earnings might lose
steam after the festival season gets over.
*
Rally Faces Correction

*
After languishing in the red in October for almost the entire 1990s, the
benchmark index started giving positive returns only from 2001
The onset of the festival season and the announcement of corporate results
act as a trigger for booking profits, says D D Sharma, senior V-P, research,
Anand Rathi Sectors like consumer goods and automobiles have been witnessing
robust sales in runup to Diwali. But, some remain sceptical whether momentum
can be sustained after October

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