What do Tickerhounds think of the proposed stimulus bill, either the house or senate version?

MNSL answered 9 months ago …

Few sectors will benefit most in the short run and medium run.

Infrastructure sector will benefit medium term to long term.

Unless we see improvement in the economy and employment we will not see any growth in many areas. First of all capital market should be improved. Then economy. Finally other markets. Long way to go.

We have to wait and see. I do not think we will have broad based bull market in the next 05 years. This is the time to prepare for sector oriented bull markets for the next 05 years.

Investment should go to productive areas. Steps should be taken to create more and more employment in the future to generate demand products. Otherwise many sectors will collapse. Now not only car manufactures and electronic manufactures but also their dealers and distributors closing down their operations globally. People are travelling less. World major Airlines are cutting their routes and jobs.

There is a demand destruction as well as wealth destruction. However in the end world economy will improve. To happen this proper action should be taken globally. Some steps are inflationary..