The Indian markets rose led by metal, PSU and power stocks as the Sensex gained 0.88% and Nifty 0.94% despite disappointing GDP data showing a slowdown to 5.3% in Q3. FIIs have invested over Rs. 1 lakh crore in Indian stocks so far in 2012 after net outflows in 2011. HCL Tech gained 2.8% after signing a large outsourcing deal. Asian stocks rose on positive Chinese manufacturing data while the Indian markets are expected to open positively but see cautious trading due to auto sector weakness and uncertainty around foreign retail investment policy.

1. India Morning Note
Monday, December 03, 2012
Domestic Markets Snapshot Views on markets today
Previous Current The BSE Sensex surged 168.99 points or 0.88% to close at 19,339.90
Name of Index Change
Close Value and Nifty50 gained 54.85 points or 0.94% to close at 5,879.85 led by
Sensex 19170.91 19339.90 0.88% stocks of Metal, PSU and Indian GDP data for the quarter of
CNX Nifty 5,825.00 5,879.85 0.94% July-September disappointed.
FII Activity
Date Buy Sell Net Gross domestic product (GDP) has slowed down to 5.3% in the July-
29-Nov 7,350.50 5,361.80 1,988.70 September versus 5.5% in last quarter and 6.7% in corresponding
27-Nov 3,947.70 2,779.00 1,168.70 quarter last fiscal.
Total Dec 48,950.40 39,643.60 9,306.80
2012 YTD 597,931.62 493,744.34 104,187.32
MF Activity Investments by FIIs in the Indian stock market have crossed Rs 1 lakh
crore so far in 2012, marking a huge turnaround from net outflows
Date Buy Sell Net reported in 2011.
26-Nov 273.80 482.50 -208.70
23-Nov 352.00 334.50 17.50
Total Dec 6,299.30 7,571.90 -1,272.60 HCL Tech surged 2.8% after the company said it signed a five-year,
2012 YTD 106,533.70 123,657.51 -17,131.50 multi-million dollar transformational engineering services agreement with
Manitowoc Cranes.
Global Market
Index Last Values Change (%)
DJIA 13,025.58 +0.03% Among the 13 sectoral indices, three sectors closed in negative, while
NASDAQ 3,010.24 -0.06% remaining ten sectors closed in positive. Top Gainers: BSE Metal up by
Nikkei* 9,513.39 +0.71% 2.07%, BSE Power gained by 1.77%, BSE PSU surged by 1.70%. Top
Hang Seng* 22,083.43 +0.24% Losers: BSE Auto down by 0.32% and BSE FMCG down by 0.24%.
* as of 08:15 AM IST
Currency Snapshot
Market breadth was positive at ~1.33x as investors bought large cap
Future contract RBI stocks. On provisional basis, FII bought equity of `15.80bn and domestic
Latest Prevoius
expire on Reference
27/12/12
Quote Close
Rate
institutions sold equity of `8.96bn in cash segment.
Indian Rupee Per $ 54.59 55.10 54.53
Indian Rupee Per € 70.99 71.46 70.89
Indian Rupee Per £ 87.56 88.16 87.48 Asia stocks rose today after both government and private numbers show
Indian Rupee Per ¥ 66.03 67.08 66.17 China’s manufacturing expanding in November.
*NSE Exchange
We expect a positive opening but cautious trades for the Indian markets
today. With discouraging auto numbers and uncertainties over the policy
of FDI retail in Parliament sailing through the investors would keep their
fingers crossed.
Economic and Corporate Developments
The government has decided to deallocate two coal blocks -- one each of
Chhattisgarh Mineral Development Corporation and Odisha Mining
Corporation-- for delaying production from the mines.
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2. India Morning Note
Monday, December 03, 2012
TOP GAINERS Buzzing Stocks
(BSE A-Group) Mphasis acquires US based data analytics co Digital Risk for $200m in
Previous Current an all cash deal
Company Name Change(%)
Close( ) Price( )
Suzlon Energy Ltd. 18.55 19.55 + 5.39
Jindal St & Pwr 381.45 402.00 + 5.39
Axis Bank has sent legal notice to Maldives govt to recover $350m loan
Oriental Bank of 320.45 336.90 + 5.13
given to GMR Infra for building Male airport
Bharat Heavy Ele 222.40 233.35 + 4.92
Canara Bank 443.20 464.80 + 4.87
(BSE Mid-Cap) M&M is a more promising partner for Aston Martin: UK Labour Union
Previous Current
Company Name Change(%)
Close( ) Price( )
Schneider Elec 88.15 98.35 11.57
Thomas Cook to raise up to Rs.200 cr via NCD issue
United Bank 67.50 74.60 10.52
Bajaj Corp 208.45 229.55 10.12
Jyothy Lab 173.60 188.85 8.78
Karnataka Bank 163.60 175.15 7.06 Thermax bags Rs.503cr EPC Order for a 3mntpa captive power plant in
Central India
TOP LOSERS
(BSE A-Group)
Previous Current Jet Airways to approach FIPB for permission to tweak its ownership
Company Name Change(%)
Close( ) Price( ) pattern to facilitate an equity investment by Etihad Airways
Zee Entertainment En 202.40 195.15 -3.58
Container Corpor 959.65 930.60 -3.03
United Spirits Ltd. 2,041.00 1,992.30 -2.39
Adani Enterprises planning a $ 1.5 billion global bond issue to fund its
Oberoi Realty Ltd. 292.90 286.10 -2.32 Australian coal, road and port project
Idea Cellular Ltd. 99.45 97.15 -2.31
(BSE Mid-Cap)
Previous Current Nalco raises aluminium prices by Rs 4500 / ton for all products in the
Company Name Change(%)
Close( ) Price( ) domestic market
Bombay Rayon 269.90 258.00 -4.41
Spicejet 42.70 41.20 -3.51
Procter & Gamble 2,556.00 2,470.00 -3.36 RIL plans large scale Wi Fi networks in Delhi & Mumbai
Tata Teleservices 12.78 12.45 -2.58
Shree Global Trd 31.80 31.00 -2.52
Govt may okay Vedanta’s Rs. 17,000cr offer for Balco and HZL by end of
the fiscal
Maran has decided to raise his stake in Spicejet by 5%; to infuse Rs.
184cr.
REC decides not to apply for bank licence
SEBI imposes penalty on three senior officials of Orchid Chemicals for
alleged violations of insider trading norms
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