VIKAS PARSHURAM SAMWATSARE
NEWS
1.Nalco to set up Pilot Project on Carbon sequestration in its CPP
2. JSW Steel, JSW Energy assessing IT raid implications
3. Honda Motors to make 100cc bike in India
4. M&A-rich Stan-Chart,Deutsche & Citi give lean bonus
5. Calidris28 to set up production unit in India in 3 yrs
6. NHPC's 2000-MW project delay in Assam may
7. Elder Health Care to build own brands, plans big launches
8. Nine out of ten Indians ready to go overseas for jobs
9. Viceroy Hotels to hive-off Chennai project division
10. Bieber overtakes Michael Jackson on US box office
11. ICC WC 2011: India-Pakistan can set up the semi-final
12. Govt slaps Rs 700 cr fine on telcos for violation of laws
13. Gurgaon's Rapid Metro to be operational by 2013
14. Patel for making CSR spends by private companies mandatory
INDIAN STOCKS MARKET ANALYSIS, AND INVESTMENTS ADVISER. I GIVE STOCK PICKS, IDEAS FOR THE VALUE INVESTOR, MARKET ANALYSIS, INFORMATION. I AM MASTER ON NIFTY CALL AND PUT CALLS..
Nifty....Today Face Resistence at....5445...5520....5598
Nifty.....Today Support at .....5345...5312...5245
Nifty Future : If trade above 5411 then some upmove upto 5550 , 5467 Or if trades below 5371 then some down trend upto 5331, 5314
Bank Nifty : If trade above 10810 then some upmove upto 10896 – 10932 and if trade below 10722 then some down trend upto 10634 – 10598
SELL SBI BELOW 2560 TGT 2540 /2500 SL 2575 BUY ABOVE 2590
SELL HINDALCO BEWLO 190 TGT 186 /182 SL 193
BUY RIL ABOVE 988 TGT 994 /1000 SL 984 SELL BELOW 980
BUY ICIC BK ABOVE 1010 TGT 1018 /1025 SL 1002
SELL SESAGOA BELOW 256 TGT 252 / 242 SL 258
AXISBANK : Buy above 1284 SL 1274 Targets 1294 , 1300 Or if trades below 1267 Short AXISBANK SL 1276 Targets 1258 , 1251
M&M : Buy near 642 SL 635 Targets 649 , 654 Or if trades below 630 Short M&M SL 636 Targets 624, 619
SELL RCOM @ 108 TGT 80 / 60 SL 112
PONDY OXIDES & CHEMICALS LTD
(BSE TICKER-532626@ Rs.30/-)
Pondy Oxides & Chemicals Limited is one of the India's leading metallic oxides and plastic additives producers.
POCL has broad based operations, manufacturing of Metalic oxides, Lead, Lead Alloys and PVC additives ( Solid and Liquid
YES.............
Only Solution ..................Pondy Oxides...........
TARGET
Rs.34/- Rs.35/- SL Rs.27/-
KERALA AYURVEDA LTD
(BSE TICKER-530163@ Rs.78/-)
STOCK of FUTURE
One of the Largest manufacturer of Ayurvedic medicine in compliance with Good Manufacturing Practice (GMP)- Product range of 350, for various ailments.
Ayurvedagram in Bangalore, India is rated as the leading Ayurvedic treatment center providing traditional therapies in a matchless therapeutic ambience
TARGET
Rs.125/-.....Rs.300/-
Expected to be Biggest Turnaround Story of 2011-2012
Alert:-
India's Biggest Corporate House Eyeing on this company.
YES!!!!
Just See...
Tata Global Beverages Ltd & Kerala Ayurveda Limited sign MOU to form a Joint Venture for Product Development
Read This.................
In Last Five Months..... emerging market (EM) equities have underperformed their developed market (DM) counterparts by 7.4%, after outperforming (+64%) over the last two years (2009-10), due to rising inflation, concomitant policy tightening in many EMs, uncertain political climate in north Africa and west Asia leading to rising crude oil prices .....
Interestingly, however, in the context of the long secular bull market in EM, this underperformance is similar in percentage terms to periods of underperformance in 2004 (10.5%) and 2006 (8.0%).......
Currently, the inflationary pressures are getting magnified due to rising food and crude oil prices along with supply constraints that EMs typically face at this stage of their economic cycle.
As growth gathers pace, capital investment picks up, resulting in falling inflation. Further, given the fact that DMs have slack capacity and low demand in an environment of strong demand-and-supply constraints in EMs, the world is likely to witness a global rebalancing of capacities through merger and acquisition activities.
The price of Brent crude has jumped by 14.5% since the beginning of February 2011 despite the fact that, so far, only Libya has seen a reduction in crude oil production, that too by merely 1.1% of daily global output.
Thus, while we cannot deny the risk of geo-political tensions spilling over to other countries such as Algeria, Angola and Venezuela - comprising 12% of daily global output - the market has moved relatively swiftly and has already priced in quite a bit of expected contingencies.
The prospects of inevitable end of quantitative easing (QE) in the DMs and the resultant slowdown in their growth and shrinkage in easy global liquidity and its impact on EM asset prices are also beginning to get priced in.
EM equity valuation is no longer a major impediment to buying EM equities. While we continue to be cautious in the near term, value in EMs has truly appeared. The valuation premium vis-A -vis the US equities have disappeared with EMs trading at a discount of approximately 10% to DMs. The superior economic fundamentals and growth prospects of the EM economies call for a valuation premium.
With growth in DMs likely to remain depressed as a result of the legacies of the crisis, EM economies are likely to remain the main drivers of global growth for the foreseeable future, with GDP growth in EMs being over 2.5x that of DMs.
Government debt-to-GDP ratio in EMs stands at average 40% against 70% in DMs (2010), which is expected to rise further (see chart). EM fiscal balances stood at 3.7% of GDP in comparison to 8% in DMs (2010). The severe need to rein in their fiscal deficits and stabilize their public debt ratios coupled with the low share of private spending in GDP will take an enduring toll on DM growth prospects.
Apart from the above positives, longer-term structural stories are at play in EMs: urbanization and industrialization, rising incomes and favorable demography. The two Asian giants, China and India, are undergoing multi-decade transformational booms. These trends inevitably are starting to reshape global world and institutions.
With rising wealth in EMs, the size of financial markets in EMs is also likely to rise substantially.
China has recently announced 12th Five-Year Plan targeting GDP growth of 7% (2011-15) against 10% growth in 2010. India is well poised to deliver 9-10% expansion, thereby outpacing China's growth. This coupled with structural strengths emanating from an attractive demographic profile, low debt-to-GDP ratio, high savings rate and domestic consumption-driven growth will further enhance the attractiveness of India and increase global allocation towards it.
Going forward, two key factors can trigger a revival in EM flows and end their equity underperformance, namely easing geo-political tensions and weakness in Dollar Index that will moderate the sanguine US economic outlook. These coupled with slowing growth momentum in China will lead to softening of commodity prices.
The soft commodities like wheat and rubber have already corrected by over 17% in the last month. As it is, markets are known to return to normalcy after reacting to events like the turmoil in the Arab world. These will get EMs back on the investor's radar.
It is important to note that there are 700 million consumers at the end of a secular credit cycle with poor balance-sheets in US, Europe and Japan against 2,900 million consumers in Bric countries with good balance-sheets and at the start of a secular credit cycle that will boost consumption and investments.
This will drive not just the economy but also the equity markets to newer heights. Overall, it seems hard to imagine that the ascendancy of the EMs can be stopped. EMs are not just going to display a superior growth rate but, interestingly, as per IMF forecast, their very economic size is well poised to surpass DMs by 2013!
As Per Our Advance Prediction.....
No comments:
Post a Comment