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India Morning Report: And the market survives a cut to 5900
Tried and tested , yet new mechanisms of 2013 Of course, the markets could still decide to browbea English: Wordmark of Tata Steel (Photo credit: Wikipedia) t the equities segment further from here...
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INDIA MORNING REPORT: A Bid on the State Bank results, are Coal and Steel...
Tata Steel which pushed out another round of poor results struggling in its European pick up is ready to open new capacities for production in 2014 in Odisha and Steel may indeed pick up though not a...
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India Morning Report: And here is the 5850 test again
ICICI Bank Headquarters (Photo credit: Wikipedia) The Nifty lows hit in the week of 22nd July 2012 at around 5100 were a strange time with the upcoming dampening of India’s growth prospects in the...
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India Morning Report: Really, the failure of the food bill?
The Food Bill’s failure to carry the day for the shortest parliament year in history might bring out more ‘under the covers’ Welfare Economists like me and many ladies from colleges, schools and...
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India Morning Report: HDFC Bank gives way, KG D6 ‘honestly’ increasing output
Of course the news of the week, last week preceding today’s AGM was the burly new gas find in MJ1. Actually predominantly for Oil, the MJ1 also falls in a gas rich area but details apparently have not...
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India Morning Report: Banks react well under pressure, buy levels established...
NSE Logo (Photo credit: Wikipedia) Banknifty shennanigans did not disturb the market breadth leading to a further decline in volatility and your short strangles are doing well. Shorts on ICICI may not...
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India Morning Report: Tentative market ready to reward India’s uniqueness to...
English: Hero Honda Karizma R (Photo credit: Wikipedia) It is already stripped of all technical jargon and robust or otherwise complex mathematical approximates of financial Markets. It means the...
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India Morning Report: Markets swing to international sentiment on India
Pivot table NSE Banknifty PSUBank index scrips from OJN for 20110609 (Photo credit: OJN2) The proof of the pudding is in the eating. in the weakest correlation ever to its presence n the Global...
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India Morning Report: The new series gets no welcome!
English: The Local Head Office of State Bank of India, Mumbai Circle. (Photo credit: Wikipedia) US equities are holding up as global corporations despite the mixed economy, find leaders finally...
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India Morning Report: A dark light envelops India Markets as the longest...
The New Sea Link (Photo credit: Prashant Menon) There is a light at the end of the tunnel. After all Sun Pharma has retraced to 425 and Ashwini Gujral is recommending a short on Axis Bank, with the...
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India Morning Report: Thursday’s bounce engenders positive weekly closing
Foreign currency reserves and gold minus external debt, based on 2010 data from CIA Factbook. (Photo credit: Wikipedia) Long targets have returned to traders even though no net position longs would be...
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India Morning Report: No Taper and Nifty on to 6100 levels
A rather unexpected reticence by the Fed, allowed Global markets to uncoil their expectations of a taper and the Indian Rupee opened at its best price of INR 61.5 today barely hours after the...
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India Morning Report: A technical correction to make space in the move
Nevertheless, whether the lost steam of the rally is recovered or if markets correct this series a little more steeply long enough to stem selling by Domestic institutions and some investors, profit...
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India Morning Report: What a 7000 index(Nifty) means for India Inc!
Gold Bar and Investment Jewelry (Photo credit: epSos.de) As Neelkanth Misra mentions very credibly on TV18 and CNN IBN, coalitions v. stable governments were never a questions for India Inc and as we...
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India Morning Report: Another US FDA bird hit, US GDP caught with high...
World map showing GDP real growth rates for 2010. CIA world factbook estimateshttps://www.cia.gov/library/publications/the-world-factbook/rankorder/2003rank.html as of Januay 2011. (Photo credit:...
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India Morning Report: Markets slip as PSU bank investors stay away
Is Inflation the Real Problem? (Photo credit: Wikipedia) Active index and Banknifty balancing in a stable India economy above 6% growth involved the usual confidence investing in PSU banks a two thirds...
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India Morning Report: Building up that range between 6300 and 6500, Energy...
Call buying in the new year has resumed in 6500 and 6600 strikes underlining market confidence in making the upside while 6300 Puts define the bottom of the range (Sold puts always in a bull ‘candle’)...
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India Morning Report: Predictably rational in the face of regional panic
Coulda’ Woulda’ Arvind Mayaram FDI, Note extinguishing before 2005 (25%) and others While Goldman Sachs may have repeatedly missed good calls for the search for a political establishment in India,...
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India Morning Report: Markets digest a rate hike and the new Maruti equation
You heard it in 2009, Suzuki may go it alone: The 7th Maruti Suzuki plant in Gujarat adding capacities to its 1.75 mln cars from Gurgaon and Manesar which has already seen union troubles in the North,...
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India Morning Report: ICICI Bank, Bharti surprises on bottom overriding...
Or rather the headline should probably not read having overridden and markets continue weaker as a Strong Earnings calendar for Wednesday in the US drowns out brokerages and analysts still following...
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India Morning Report: Is SBI adequately capitalised after the $1.2 B QIP
Of course on paper 12.8% Tier I is nothing to scoff at, however the bank’s larger book of advances makes its likely that it would need additional funding soon and now would wait for the government to...
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India Morning Report: Markets listless orphaned by a Superbowl
Superbowl sold tickets for cheap in the snow Asian Markets are closed today and lack of Foreign investor interest on Monday Morning leaves an India open totally listless at 6100 levels and falling...
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India Morning Report: Agricultural subsidies are a Global Constant, bullish...
U-Car 2014 Sugar Export markets ar unlikely to ruffle any other segment of the market as the issue of agricultural subsidies was settled for good in the latest renewals by Asia and EMs led by India and...
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India Morning Report: Les deux ex machina, et vous? Les fou de cirque n’est pa!
In singular, it would be the Ghost of the machine or the fool in the circus. A market of course has more than one of everything. Apart from that there is cricket too, where India turn a win opportunity...
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India Morning Report: Did investors buy into the Rupee last week, and the...
Friday’s closing rushes on the Rupee trade could be just another chimera as the China miasma refuses to scare foreing investors from China and other shallow EMs renamed MINTs. China also reported an...
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India Morning Report: Markets continues the ra-ra-rally to 6350; Business as...
The Rupee has finally moved into 61.50 marks, investor interest in the tech quartet unruffled by a climbing currency as Dollar indices moved to their lowest levels. The Banknifty is squarely above...
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India Morning Report: Markets start the day at all-time highs from 6400
Though, it could have been better for the fundamentals, markets have not caught up to earnings increases over the last decade and will probably keep the gains in this weeks rally as the Rupee finally...
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India Morning Report: At the top, VIX = 18, NSE Nifty = 6535
DIIs are again trying to correct the market levels hoping for a bigger correction sooner than expected as markets having scripted a recovery trade from all time highs of 6500 level look to executing...
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India Morning Report: Markets gain confidence in the rally above 6500
As expected on Monday, irrespective of weaker global cues as the Dow travels back from new highs on weak Chinese follow through, sold puts have moved up midweek to 6400 levels on way to making a bottom...
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India Morning Report: Nifty futures still above 6500
Infy is available at 3350 in case you are looking at gaps in your portfolio. The twin shock to Sun Pharms from the US FDA however, broke the proverbial Camel’s back, big sharp falls in both together...
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