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We Dare To Predict.......
Where Dreams Come True......
YES!!!!
Developed markets headed for prolonged bear phase, emerging markets’ currencies and equities may come out unscathed.
Six months is a long time for market cycles. Not so long ago (last December, to be precise), celebrity strategists at foreign brokerages were betting on the revival of growth in the US. This resulted in rotation of funds from “expensive” emerging markets (EM) like India at the start of the calendar year. By February, the same strategists were writing the obituary of quantitative easing round two, as key macro-economic data belied their assumption. As we now know it, the recovery was a jobless one.
With the second round of quantitative easing failing to revive corporate growth, the world’s largest economy is preparing for a prolonged bear phase. Along with QE2, some long-standing distortions in asset prices (caused by excess liquidity) will also end due to structural changes. CLSA’s celebrated strategist Russel Napier calls it the “great reset”. He says: “The structural change associated with this ‘great reset’ could reduce the S&P500 to below its March 2009 lows — and potentially to 400.”
The primary reason behind this reset is falling demand for US Treasuries. For long, central banks around the world have invested a substantial portion of their reserves in US T-bills. Until 2010, foreign central banks were buyers of at least 40 per cent of total treasury issuance, but in the first quarter of 2011, these central banks have purchased merely 16 per cent of the issuance, while the Federal Reserve bought almost 200 per cent of total issuance.
Demand for US Treasury bills has a direct impact on asset prices. Over the last 10 years, strong demand for US T-Bills drove yields down, which had an impact on the cost of credit. Thus, low-cost debt boosted corporate earnings and economic growth. With foreign central banks moving to other currencies and safe havens, the US’s fiscal deficit will have to now be funded by the private sector. This also marks an end to the era of cheap money.
What does all this mean for emerging markets like India? Clearly, developed economies are in for difficult times. In contrast, as monetary policy action peaks in India, the investment cycle will revive and equities become viable again. Policy options in the developed world are limited and much less effective, says Napier in his report. He adds that investors should sit out this ‘great reset’ in currencies like the Singapore dollar and “move into EM government debt soon after. As EM monetary policy begins to ease, it will be a good time to move to EM equities”.
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1.France's Lagarde is new IMF chief
Yes!!!!
The International Monetary Fund (IMF) board on Tuesday elected French Finance Minister Christine Lagarde as the new managing director of the global lender.
“The executive board of the International Monetary Fund today selected Christine Lagarde to serve as managing director and madame chairman of the executive board for a five-year term starting July 5,” the IMF said in a statement. Her win was assured after emerging powers China, Russia and Brazil declared their support for her. The United States followed, with its endorsement ahead of the meeting of the 24-member board.
Be Alert!!!!!!!!!!!!!!
Something not going good in market!!!!
Stay Cautious in Near Term!!!!!
Yes!!!!!!!
You All Know What Happened in Market!!!!!
Always..............track me Brings.......Accurate Idea of market Trends
When Street Talker Barking......
Street Talker Barking.....Nifty Can go 4800...4500...4200 Due to High Crude Price..........
Ongoing Scams Budget Worries
When.....................
1. Insider say Den Network will be next United Spirit of Mr RD.
He is very Bullish on Stock and Consider another United Spirit Like Story he is tipped stock can go 500% to 1000% gain in next 3-4 years.
2.Insider say Some Big Investor Eyeing on Trent & Shopper's Stop for Big Investment.
3..Insider say Timex may come out for Delisting offer at Heavy Premium to Current market Price.
According to a recent report by Morgan Stanley Research on emerging markets , the first half of the year will continue to be difficult in terms of returns but the performance is likely to improve in the second half of the year!!!
The report highlights three possible scenarios for the MSCI Emerging Market Index-a bull case, a bear case and a base case. It assigns different weightages to each (see graphic).
Accordingly, the report says, earnings are likely to see a deceleration in EPS growth, from around 40% YoY in 2010 to 13% YoY in the base case and 4% in the bear case!!!
FII Figure!!!!!!
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What To Do Today........
Nifty....Today Face Resistence at....5698...5723....5770
Nifty.....Today Support at .....5555...5472...5425
Nifty Range...4800--------6600
TRACK ME RESEARCH......
NEXT TGT FOR
WE SHORT NIFTY @6100 TGT 5350 / 4800
OUR 1 TGT HIT NIFTY 5350
Scammmmmmmmm Rumors Every where So Stay Away...
Our Opininon for Today's Market.......
1.Stock Specific Movement Expected Today ......
2.Midcaps Looks Good........
INTRADAY HOT STOCKS: 01/07/2011
BUY JPASS ABOVE 81.2 TGT 82..5/84/86 SL 79
BUY TATA GLOBAL @ 95 TGT 97.4/98.9 SL 94
BUY LIC@ 241 TGT 244/248 SL 238 SELL BELOW 235
SELL DLF BELOW 209 TGT 205/202 SL 212 BUY ABOVE 215
BUY BATA TGT 635/650 SL 590
BUY SBI ABOVE 2410 TGT 2425/2440 SL 2395 SELL BELOW 2385
positional SELL RCOM @ 108 TGT 85 / 60 SL 112 1 tgt hit
V.I.P.INDUSTRIES
(BSE TICKER-507880 Rs.741/-)
TARGET
Rs.760/- Rs.780/- SL Rs.721
DEN Networks Ltd
(Bse Ticker-533137@ Rs.89/-)
DEN Networks Limited is India's leading cable TV distribution company reaching an estimated 11 million households across key states and cities of India. DEN serves the majority of cable TV households in states like Delhi, Uttar Pradesh and Karnataka and has a significant presence in important cities in Maharashtra (including Mumbai), Gujarat, Rajasthan, Haryana and Kerala. DEN also has a 50-50 joint venture with News Corporation's Star TV group called Den Network which is the exclusive distributor of over 25 leading channels in India.
DEN's digital cable offering, with its feature-rich user interface and a portfolio of cutting edge value added services is widely regarded as India's best. DEN's digital cable offering includes over 180 leading channels, a multi-genre digital music service, blog.Telly - India's first micro blogging service on TV and interactive games.
Yes!!!!!!!!!!
1.Company's Total Equity Share Around 130Million in which Public Hold Just 1 Million.
Yes..........Public Holding Below 1%
2.Digital Cabel Network Said to be Next Big Sector for Growth.
3.Company's IPO Price Rs.205/- Now Trade Around Rs.90/-
Consider Rs.88/- Rs.89/- is Rock Bottom Price......
Buy................500.............1000.............100000
Choice is Your Risk.......................Just Rs.5/- Rs.6/-
TARGET
Rs.149/- Rs.200/-
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Picks Mid-Caps Before
They Become Large Cap
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