Indian Financial Markets At A Glance - 12:35PM
Thursday, Sep 25

Financial markets update every hour from 9:30AM to 5:30PM

STOCKS
Extend fall after trade resumes at 12:10PM. Trade was suspended at
11:25AM
due to sun outage. Bharat Heavy Electricals down 1.5%, little changed
despite
3.4-bln-rupee order win. Hero Honda Motors up 2.5%, top Nifty gainer.
--Sensex: 13483.87, down 208.65 points or 1.52% vs Wed; 13716.88 at
open
--Nifty: 4092.65, down 68.60 points or 1.65% vs Wed; 4162.15 at open
.
CALL
Flat around 10% as demand remains thin amid scarce supply. Banks
borrowed 385
bln rupees via RBI first repo tender. CBLOs were dealt at a weighted
average
rate of 8.94% vs 8.99% Wed.
--1-day call: 9.75-10.00% vs 10.00-10.15% Wed; 10.00-10.15% at open
.
GILTS
Erase some gains as investors prefer to stay light ahead of weekly
inflation
data due later today. However, absence of sharp rise in global crude
oil
prices may support sentiment.
--8.24%, 2018: 97.66 rupees vs 97.50 Wed; 97.75 rupees at open
.
RUPEE
Stays weak as banks buy dollars noting fall in local share market.
Importers'
dlr buys adds to fall. But, dlr sales from exporters limits sharp fall
in rupee. Premiums up as banks buy forward dollars on behalf of
importers.
--Spot rupee: 46.2400 per $1 vs 45.9700 Wed; 46.0800 at open
--1-yr fwd premium: 1.46% vs 1.28% Wed; 1.41% at open
.
------------------------------------------------------------------------------
MARKET AT 11:30AM
.
STOCKS
Down 1%. Suzlon Energy slides 6%, worst hit on Nifty. Zicom Electronic
Security Systems rises 2% on 75-mln-rupee order. Hero Honda Motors,
Ambuja
Cements, up around 2% each, among top gainers on Nifty.
--Sensex: 13554.93, down 137.59 points or 1.00% vs Wed; 13716.88 at
open
--Nifty: 4115.35, down 45.90 points or 1.10% vs Wed; 4162.15 at open
.
CALL
Flat around 10% as demand remains thin amid scarce supply. Banks
borrowed 385
bln rupees via RBI first repo tender. CBLOs were dealt at a weighted
average
rate of 8.94% vs 8.99% Wed.
--1-day call: 9.75-10.00% vs 10.00-10.15% Wed; 10.00-10.15% at open
.
GILTS
Up on value buying. Marginal fall in global oil prices also aids
buying.
But gains may be capped as weekly inflation data due later today eyed
for
more cues on domestic interest rates.
--8.24%, 2018: 97.80 rupees vs 97.50 Wed; 97.75 rupees at open
.
RUPEE
Stays weak as banks buy dollars anticipating demand from FIIs noting
fall in
local shares. Importers' dlr buys adds to fall. But, dlr sales from
exporters
limits sharp fall in rupee. Premiums up as banks buy forward dollars.
--Spot rupee: 46.2300 per $1 vs 45.9700 Wed; 46.0800 at open
--1-yr fwd premium: 1.41% vs 1.28% Wed; 1.41% at open
.
------------------------------------------------------------------------------
MARKET AT 10:30AM
.
STOCKS
Down nearly 1% amid choppy trade on September futures expiry. Suzlon
Energy
falls nearly 4% as co to mull rights share issue Sat. ITC, Hero Honda
up 1-2%,
top Nifty gainers.
--Sensex: 13614.39, down 78.13 points or 0.57% vs Wed; 13716.88 at
open
--Nifty: 4126.55, down 34.70 points or 0.83% vs Wed; 4162.15 at open
.
CALL
Eases more despite scarce supply because of weak demand. Banks may
borrow
500-600 bln rupees via RBI repo tender. CBLOs were dealt at a weighted
average rate of 8.96% vs 8.99% Wed.
--1-day call: 9.75-10.00% vs 10.00-10.15% Wed; 10.00-10.15% at open
.
GILTS
Up on value buying. Marginal fall in global oil prices also aids
buying.
But gains may be capped as weekly inflation data due later today eyed
for
more cues on domestic interest rates.
--8.24%, 2018: 97.80 rupees vs 97.50 Wed; 97.75 rupees at open
.
RUPEE
Stays weak as banks buy dollars anticipating outflows from foreign
funds as
local share markets down. Dollar's rise against most Asian currencies
also
prompt banks to buy dollars. Premiums up as banks buy forward dollars.
--Spot rupee: 46.2300 per $1 vs 45.9700 Wed; 46.0800 at open
--1-yr fwd premium: 1.37% vs 1.28% Wed; 1.41% at open
.
------------------------------------------------------------------------------
MARKET AT OPENING BELL
.
CALL
Flat around 10% as demand stays subdued amid tight supply. Banks may
borrow 500-600 bln rupees via RBI first repo tender. CBLOs were dealt
at a weighted average rate of 8.98% vs 8.99% Wed.
--1-day call: 10.00-10.15% vs 10.00-10.15% Wed; 10.00-10.15% at open.
.
GILTS
Open up on value buying. Marginal fall in global oil prices also aids
buying.
But gains may be capped as weekly inflation data due later today eyed
for
more cues on domestic interest rates.
--8.24%, 2018: 97.90 rupees vs 97.50 Wed; 97.75 rupees at open.
.
RUPEE
Down as banks buy dollars anticipating outflows from foreign funds as
local
shares are seen weak. Dollar's rise against most Asian currencies also
prompt banks to buy dollars.
--Spot rupee: 46.1900 per $1 vs 45.9700 Wed; 46.0800 at open
.
STOCKS
Seen opening flat to slightly down on weak overseas cues. Trade
volatile on
expiry of September futures contract today. Suzlon Energy likely down
as co
to mull 18-bln-rupee rights issue on Saturday.
--Sensex may open at 13670 at 10AM; Vs 13692.52 Wed end
--Nifty may open at 4150 at 10AM; VS 4161.25 Wed end
.
End

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