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Sunday, August 22, 2010

Cabinet clears nuclear liability bill


The government has reportedly cleared the amended legislation. It has resolved the understanding with the BJP over the nuclear liability bill. The bill will be brought to Parliament next week. According to reports, there are no significant dissenters with smaller parties like JD(U) and NC pitching in for the bill. Even the RJD members on the standing committee had supported the bill. Earlier it was suggested that the bill should fix the liability cap on the state-run operator at Rs15bn (~US$320mn) as against Rs5bn (US$110mn) proposed in the original draft law. There was no compensation burden on private suppliers and contractors in the original draft.

Weekly Stock Picks - Aug 22 2010


Buy Tata Coffee

Buy Reliance Capital

Buy DLF

Buy JP Associates

Buy Hindalco

Weekly Newsletter - Aug 22 2010


The debate now is whether Nifty breaking above the 5500 level is a break out or bull trap. In any case, the indices were getting jittery at higher levels. The FII inflow has kept the momentum going so far. The main indices scaled to 30-week highs on Thursday pushing along banking and realty stocks. But Friday was a different ball game. Global markets reversed direction following a host of reports which pointed towards a slowdown in the US economy.

Apollo Tyres, Edelweiss Capital, IVRCL Infrastructure, Torrent Pharma


Apollo Tyres, Edelweiss Capital, IVRCL Infrastructure, Torrent Pharma

Weekly Market Wrap - Aug 22 2010


Weekly Market Wrap - Aug 22 2010

Weekend Platter - Aug 22 2010


Weekend Platter - Aug 22 2010

Weekly Techno Funda Calls - Aug 22 2010


Weekly Techno Funda Calls - Aug 22 2010

Spicejet


Spicejet

Gujarat Pipavav - Anchor Investors


Gujarat Pipavav - Anchor Investors

Weekly Recommendations - Aug 23 2010


Weekly Recommendations - Aug 23 2010

Weekly Market Strategy - Aug 23 2010


Weekly Market Strategy - Aug 23 2010

Weekly Equity Wrap - Aug 22 2010


During the week the benchmark indices maintained their winning streak by closing in green for the third consecutive week. On a weekly basis, The sensex as well as the Nifty closed at the highest level since the week ended January 18, 2008. On a weekly basis, the Nifty gained 1.44%
to close at 5530.65.

Saturday, August 21, 2010

Bull run leads market to a new high


Major news for the week:

Tata Motors July global sales grow 36%

Vedanta to buy 51-60% of Cairn

Inflation eases to 9.97% in July

Food inflation softens to 10.35%

Bharat Petroleum Corporation gains on buying Australian shale gas asset

BSE Mid-Cap, Small-Cap indices outshine Sensex


The key benchmark indiices surged to 2-1/2-year highs in the week ended Friday, 20 August 2010, on sustained buying by foreign funds. But, a recent string of weak economic data in the US, which reignited worries over global economic recovery, capped gains at the fag end of the week. The BSE Sensex fell in 3 out of the 5 trading sessions of the week.

Derivatives: Intermediate support at 5500 levels


Fresh positions in the F&O September series evidence some more upward steam for market; also strong support at both the 5500 and the 5400 level may limit the down move as fresh money is still waiting to enter in every dip