Markets took a nosedive and completely shattered in today’s trade as
heavyweights have dragged benchmark indices lower. This is the third
straight day that indices have been under pressure and they have lost
all Monday’s gains. Oil & gas, power, realty, capital goods, telecom
and banking stocks are real culprits for this fall.

Out markets have also taken a cue from global markets as credit
concerns are not over yet in the US financial space. Asian and
European markets also got burnt.

Sheshadri Bharatan of Dawnay Day AV Financial Services said the market
is taking its cues from the global markets and added that the impact
of the Fannie Mae and Freddie Mac bailout is yet to be felt in the
credit system and the US markets. He sees the support for Nifty at
4,250 at this point in time.

Reliance Industries has played a significant role in today’s fall. It
closed below Rs 2000 for the first time since July 16. The stock fell
4.13%, to settle at Rs 1997.60 while it slipped over 16% since August
16, 2008. Reliance lost over Rs 1,88,000 crore in its market cap. It
added nearly 50 points to this fall.

Bharatan feels the Reliance stock at around the Rs 2,000 level is a
good buy.

Other draggers include Bharti Airtel, ONGC, ICICI Bank and L&T, which
fell 4.4%, 3.82%, 2.01% and 1.82%, respectively.

The Sensex plunged by 338.32 points or 2.31%, to settle at 14,324.29
and the Nifty ended below 4300 mark. It fell 109.95 points or 2.5%, to
end at 4,290.30. Only two stocks out of Sensex 30 and Nifty 50 managed
to finish in green.

Among the frontrunners, Suzlon Energy crashed 6.68%, HCL Technologies
-4.59%, Zee Entertainment -4.57%, Bharti Airtel -4.40%, Reliance
Infrastructure -4.15%, Reliance Industries -4.13%, ONGC -3.82% and
Tata Power -3.53%. However, Tata Motors, Ranbaxy Labs and PNG were
gainers.

Indian rupee has depreciated over 1% to 45.57 to a dollar.

Sanju Verma, Executive Director at HDFC Securities expects rupee not
to fall below 46-47 to a dollar.

Peter Redward, Head of Rates Research for Emerging Asia, Barclays
Capital said that if the dollar continues to strengthen, then rupee
may touch 47- 47.50 to a dollar by year-end. He feels that the RBI may
lag behind the other Asian Central Banks with respect to monetary
policy easing.

She feels that once regulatory risk comes down, markets will inch up
to 4600 levels. She expects markets to break 4500-4600 levels on
positive news. She said that Indian markets outperformed most of the
global markets for the last two months.


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