Last Thursday roll over for the July was 79% against 82% average of last of 3 & 6 months. This heart breaking Roll over is the lowest since 2005, don’t worry its good and positive signal for the markets. History repeats and so less than 80% Rolls are always good signal for the markets compared to the rest. If we compare the data for the past 3 years than a average returns comes at 7% - 7.5% for the next month.

As Per the lowe Rate one get think sectors like FMCG, Pharma, Eng, Sugar shall be great in August.

Even Sentiments changed on Friday, as market started with the bad moods just due to International Markets  but at last Sensex hit for 865.15 high in last three trading sessions.

The 30 Share Sensex moved upside for 300.94 points by showing the low of 14002.19 and high of 14322.67 and lastly closes at 14287.21.

So this definitely indicates the Bulls might ride once again but not probably for a long rally. It also seems that Rolls were not happen for the people who have shorted their positions in the previous month as markets reacted not as per expectation. Coming month markets have some gap to move on the upside even technically it is on the favorable note but huge volatility one should expect for this month.

But one shall not forget the major concerns which are really moving around the markets and these reasons will push the market in the dark. Investors having a horizon for a Short term might earn good bugs but a investor with a good term will definitely earn, if starts the investment in this period.

I will repeat the same lines once again, don’t forget; Market needs 100 reasons to move upside but just 1 reason to ruin the party.

Markets will and might go down, if you ask me then I have strong conviction that there are more chances that markets can move on the down side instead of upside but if you are investor then start investing in the parts, who knows Kal Ho Na Ho?

Let’s Hope for the Great Month!!!

For Personal Investment Advice & other Investment services, please email us on invest@sufin.com

Sumit Jain
Money Grows with Sufin!!!

It is not a difficult question at all. If you talk to your broker or your best friend who must be your FA and they would smartly guess the figures at that this time it will test a low of 9500 to 9600. Very Famous Figures..

Believe us it is not a Big Deal!

Yesterday on 16th July Sensex touched 12514.20 and record a new low after 16/03/2007 where it was 12316.10.

We think this would be very early stage for the markets to come more downwards towards 10000 or below. But one should not start expecting that bad days are gone or over and goods days have started. At this level market may go somewhat towards downside but will consolidate for couple of week and investor will get any couple of chances to book some of their positions.

Once again everyone has cover their shorts and built their new positions in the market and additionally crude has also supported Indian market by moving towards 133 $ per barrel.

More over don’t forget, Market need just a Single Good or Bad Reason to travel more on down side and probably 100 Good Reasons are not enough to complete this bear trend.

Also do you remember the old, golden days, where everyone uses to give targets for Sensex might be 25000 - 30000 or more. We think a time will come sooner or later when our market will bounce back make investors will feel truly > India is growing.

Start Investing for long term.

Sumit Jain

The Big Deal has received green flag by US Representatives and this Indo-US Nuclear Deal will provide reactors and fuel to nuclear power plants in India. India will have access to the uninterrupted and continuous access to International fuel supplies from several companies in several nations as per the Agreement.

Any this Big Deal may definitely affect some of our listed companies on the exchange…

1. ABB makes components for power projects. The parent company’s exposure includes fuel services, waste management and decommissioning with specializing into Nuclear Power Plants, Systems & components.
2. Alstom Projects is into supply of equipments related to nuclear facilities specifically nuclear Power stations, reactors and rotors. It supplies steam turbines to over 30% of nuke power stations globally.
3. BHEL shall not miss the engineering contracts forming JV with NPCIL.
4. Crompton Greaves works with Nuclear Power Corporation of India.
5. Gammon has undertaken turnkey construction for nuclear projects.
6. HCC Built Nuclear Power Plant and currently it has completed 4 out of 7 and rest 2 is in queue to complete.
7. KSB Pumps manufactures nuclear related equipments.
8. Larsen & Turbo supplies heavy engineering equipments required in defense, nuclear, power and aero space and it comprise of 0.02% of its revenues.
9. Rolta provides reactor building technology with a different name as Rolta Stone and Webster Joint venture company.
10. Reliance Energy plans to invest additional Rs 12,000 crore in nuclear power capacity. It plans to install 2000 MW of nuclear power capacity.
11. Siemens has a marginal exposure through its Other company.
12. Tata Power has tied up with some major nuclear equipment suppliers like Areva. It already has a relationship with Toshiba; it will leverage on it.
13. Walchandnagar Industries is into critical equipment for India’s nuclear power facilities.

Happy Earnings with these companies.

Chandni Jain