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Market Analysis

Nifty slips into red; realty, IT drag(The Economic Times 18th Feb 2008)Stocks opened higher on Monday, but slipped into the red due to mixed global cues. Capital good and power shares led the advances, while real estate and technology dragged. At 10 am, the Bombay Stock Exchange’s Sensex was up 20 points at 18,134.45. The index touched a high of 18,256.82 and low of 18,121.03 in trade so far. The National Stock Exchange’s Nifty was down 3 points at 5299.45, making a high of 5348.60 and low of 5296.40. Biggest Nifty gainers were Tata Power (up 2.64%), Wipro (2.35%), Reliance Communications (2.08%), Reliance Petroleum (1.91%), Dr Reddy’s (1.88%) and Reliance Energy (1.81%). VSNL (down 2.27%), HCL Technologies (1.26%), Tata Motors (0.25%), ICICI Bank (0.08%) were the losers. Asian markets were mostly higher Monday, with Japanese shares pacing gains on Sony and Toshiba in the wake of reports they could end an expensive battle to determine the future of DVD-format technology. The Nikkei 225 was up 0.8 per cent, the Straits Times was flat, but the Hang Seng was down 0.7 per cent. More
Market lacks triggers to sustain the momentum (Live mint.com 18th Feb 2008)After weeks of despair and gloom sunshine returned to the bourses on bargain hunting by funds and traders. Still, the beginning of last week will be remembered in the history of Indian stock markets because of the disappointing listing of shares of Reliance Power Ltd, following India’s biggest IPO ever. The stock listed not just well below the expected listing price but also below the offer price.
The episode once again proved one of the golden rules of the stock market: When euphoria dies, value returns. Reliance Power’s IPO generated a lot of hype and even die-hard critics of the share sale preferred to remain tight-lipped as the euphoria over the company’s brand value completely overshadowed its worth. Still, in the end, the market had the final say. More significantly, the entire episode was a clear illustration of investors’ greed and speculation without the requisite backing from fundamentals. Later in the week, the markets bounced back with some conviction on the back of strong global markets, especially the Asian ones that had previously suffered the most in the wake of uncertainties in the US economy. US bourses maintained their northward trend and edged up further last week. The S&P 500 and the Dow Jones Industrial Average both added 1.4%, while the Nasdaq climbed 0.7%. Indian bourses did even better with the Bombay Stock Exchange’s (BSE) Sensex and the National Stock Exchange’s S&P CNX Nifty gaining more than 3.5%. However, BSE midcap and BSE small cap indices ended the week in the red. More

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