Investment Updates & Perspectives

• Lack of Trading Interest Sign of More Pain Ahead or Sign of Limited Downside

  Last week, Nifty fell by 1.8% and closed at 5209. Noticeable development was on Thursday. Last Thursday was F&O expiry day and on that day market remained range bound and difference between high and low of Nifty

  Apr 27,2012
• General Budget: Story moves from De Coupling to Re Coupling.

  Last week was event heavy week for Indian economy with RBI credit policy and Budget. In RBI credit policy interest rate was kept unchanged. It’s disturbing to see RBI Governor frequently changing its policy stand on reducing interest rate.

  Mar 17,2012
• Signal amid event heavy week.

  Last week Nifty traded sideways with week on week decline of 0.48%. First half of the week was volatile and down owing to state election result though smart rally of nearly 2% on Friday

  Mar 10,2012
• Enabling criteria for Bull Case Going Forward.

  Last week saw mean reversion in financial markets. Whereas emerging equities fell in general after sharp rise of prior week, commodity rose after sharp fall of prior week. Nifty for the week fell by 2.43%, commodities went up

  Feb 25,2012
• Underlying Fundamental Supports. Sustainability of Rally in India.

  Last week saw global market getting further momentum. Indian continued being among the best performing market globally with Nifty going up 3.39%, only behind Japan where Nikkei went up by 4.88% and Hong Kong as Hang sang index went up by 3.41%.

  Feb 18,2012
• January Rally: A bear market rally or a new Bull market?

  Last week, Greece's crucial international bailout was put on hold, by its partners in the 17-nation eurozone. For the week, Nifty and all the Asian market were up by a percent,

  Feb 11, 2012