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”.
Think Big TO EARN BIGGG
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.Some Big Opertor Saying HLL Heading to Four Figur in Next One Year & Jubilant Food Heading to Rs.1500/-
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!!!!!!
Where there is a dream there is a way!!!
Time of Stock Ideas come back
To Get the Hottest Stock Ideas
Nifty....Today Face Resistence at....5698...5723....5770
Nifty.....Today Support at .....5555...5472...5425
Nifty Range...4800--------6600
WE SHORT NIFTY @6100 TGT 5350 / 4800
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: 07/07/2011
BUY ABAN @ 541 TGT 546/552 SL 536 tgt hit
SELL DLF BELOW 227 TGT 224/222 SL 230 open
BUY LT ABOVE 1815 TGT 1830/1850 SL 1802 SELL BELOW 1790 tgt hit
SELL RIL @ 852 TGT 844/830 SL 860 OPEN
TAID CLEINT CALL
BUY ABAN @ 541 TGT 548 TGT HIT
BUY SESAGOA@ 292 TGT 296 TGT HIT
BUY INFOSY@ 2960 TGT 2990 TGT HIT
BUY JINDALSHL@ 1025 TGT 1050 TGT HIT
BUY NIFTY@ 5650 TGT 5698 TGT HIT
BUY TITAN@ 224 TGT 230 TGT HIT
BUY FREDREALBK@ 465 TGT 472 TGTHIT
COMODITIES
BUY SILVER@ 54000 TGT 54400 TGT HIT
BUY CRUDEOIL@ 4330 TGT 4360/4390 TGT HIT
CURRENCY
BUY EURU @ 63.8 TGT 63.9 TGT HIT
]
positional SELL RCOM @ 108 TGT 85 / 60 SL 112 1 tgt hit
MASTEK LTD
(BSE TICKER-523704 Rs.127/-)
Mastek is a RS 722 crore /US $155 million (FY 2010) publicly held, IP led IT player with global operations providing enterprise solutions to Insurance, Government, Healthcare and Financial Services organisations worldwide. With its principal offshore delivery facility based at Mumbai, India, Mastek operates across the US, Europe, Middle East and Asia Pacific regions. Incorporated in 1982, Mastek has been at the forefront of technology, which along with proven methodologies and processes, increase IT value generation to its customers through onsite and offshore deliveries.
Worst is Over!!!!!!
TARGET
Rs.142/- Rs.160/- SL Rs.115/-
ULTIMATE TARGET
Rs.270/- Rs.400/-
AXIS IT & T
(Bse Ticker-532395 @ Rs.92/-)
Just..........2 Year Ago We Pick The Making of Big Corporate Story...........Called ..............Axis IT &T
When Stock was trading at Rs.15/- to Rs.20/- in June----July
2009................. and we gave buy call in our section the Slumdog Stock
Stock...........Started Upward Journey Soon After Our Buy Call......
STEP--BY--STEP
Biggest Breakthrough Came in Company 's Fortune when!!!!!
In Sep. 2009 Axis IT&T Acquires Cades Digitech....
About..... Cades Digitech
Cades, a product design and engineering services firm, has been backed by Nadathur Holdings, the investment arm of Infosys co-founder NS Raghavan.
Yes.........
Cades Digitech Promoted By.......NS Raghavan...........Ex Infosys Co-Founder who resigned from Infosys in 2000
About ...............AXIS IT&T
AXIS IT&T was acquired by Rajeev Chandrasekhar-controlled Tayana Software Solutions (TSSL), a wholly-owned subsidiary of Bangalore-based Jupiter Strategic Technologies in 2008.
Chandrasekhar is presently an independent member of the Parliament, and was the founder of BPL Mobile in India.
In Sep.2010...........Stock of Axis IT&T Hitttttttttttttt Rs.146/-
Yes.....................Almost
800% return in Just One Year....................... Airbus ropes in 2 Bangalore cos into global supply chain!!!!
Major aircraft manufacturer Airbus has signed long term partnership agreements with Indian firms to make crucial aircraft parts like wings and fuselage
Strategic agreements Indian tier one suppliers QuEST Global Engineering and CADES Digitech, aimed at tapping the country’s engineering talent pool, an Airbus statement
While QuEST would focus on Airbus wings and pylon engineering activities, CADES would work on Airbus Fuselage engineering activities.
The two firms, selected from over 20 suppliers, would work on a broad list of critical engineering activities across different Airbus aircraft programmes, the statement said.
Robert Nardini, Airbus vice president and head of Fuselage Engineering Centre of Excellence, was quoted as saying “we are impressed by the ability of CADES to propose the right solution to reach the excellence required in Engineering services for Airbus.
Besides their dedicated centres in India, both the companies would also have offices in Europe to meet Airbus requirements
Another Airbus vice president for Industrial Cooperation, Srinivasan Dwarakanath, said “on top of our Airbus Engineering Centre in Bangalore, these new long term partnerships demonstrate our commitment to support and benefit from India’s flourishing aerospace sector.
As Per our estimate deal with Airbus may Bring Rs.500cr to 1000cr Busines in Next 2 Year for Cades Digitech
TARGET
SKY IS NOT THE LIMIT
TRACK ME Research.
Picks Mid-Caps Before
They Become Large Cap
The Contact Chair For Queries...
MOHIT.SAM@GMAIL.COM
Yahoo
trackme2010@yahoo.com
Messenger...MOHIT_GAVHALE2000@YAHOO.COM
Mobile No. 9323802290
FOR YAHOO EMAIL NEWS JOIN THIS
http://groups.yahoo.com/group/MOHIT_GAVHALE2000
The Winners Are Scanning
TRACK ME
R U?
DISCLOSURE: - Our Friends & Colleagues, We Personally May Have Positions In The Above Mentioned Stocks. Anyone Who Has Links To Us In Either Way May Also Have Positions In The Above Stocks.
