Rupeedesk Consultancy

Weekly Outlook for Indian Market & Sectorwise Stocks for the Week - 28.Dec.2015 to 1.Jan.2015

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Indian Markets Outlook for the week – 28.Dec.2015 to 01.Jan.2016

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Choppy next week on F&O rollovers; bias positive

Next week, trade in local equities is expected to be choppy and stock-specific due to
rollover of derivative positions, as the December series will expire. During the expiry
week, market typically tends to be volatile. However, this time dealers expect
volatility to be low. The overall bias is slightly positive as indices have ended up for
the second consecutive week. But, the upside is seen capped as due to lack of any
major positive triggers and year-end holidays globally.

Yesterday, Nifty 50 and S&P BSE Sensex ended flat at 7861.05 points and 25838.71
points, respectively, due to absence of any triggers. Breakout above 8000 (on Nifty
50) would be the first confirmation of the resumption of the uptrend at least for the
medium term. The S&P BSE's Sensex closed flat at 25838.71 points. Most market
participants see indices ending 2015 on a positive note and are hoping for a better

We expect the mid-cap sector to continue to outperform large-caps in the next year,
although action may turn stock-specific, as valuations are getting expensive. The key
reason for the out-performance of mid-caps is the fact that the positive impact of
operating leverage and financial leverage has been more profound compared to large

This trend is expected to continue on the back of an incremental fall in input costs and
likely reduction in interest rates in CY16. The mid-cap space is Bajaj Finserv, Jagran
Prakashan, Jet Airways, Greaves Cotton, Ashoka Buildcon, Somany Ceramics, among
others. Among sectors, technical charts indicate banks may remain weak next week.

During the session, selling in banking stocks pulled down Nifty 50 and Sensex to the
day's low of 7835.50 points and 25763.40 points, respectively. Although Nifty Bank
had touched a high of 16939.60 points, it failed to sustain gains due to lack of followup
buying and this indicates that some selling is likely. In view of the expected
pressure in banks, traders should keep their positions light on Nifty 50.

Weekly Outlook for Indian Market & Sectorwise Stocks for the Week - 21.Dec.2015 to 24.Dec.2015

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Indian Markets Outlook for the week – 21.Dec.2015 to 24.Dec.2015 (Likely to consolidate next week, bias positive)

Pharma Stocks Outlook for the week – 21 to 24.12.2015 (Expected to trade rangebound, with the positive momentum)

After gaining 2% each this week, Nifty 50 and Sensex are likely
to consolidate in the week ahead due to lack of any major triggers
Domestically as well as globally. Domestically, while the winter session
of Parliament will be watched, the non-passage of the Goods and Services
Tax Bill is unlikely to result in an aggressive correction in equities.

We expect the market likely to be volatile in the near term due to
domestic cues, as the prevailing uncertainty towards the passage of the
GST and the challenges in balancing the deficit due to tepid growth in
disinvestment. Continued disruptions in Parliament though could weigh
on sentiment.

After an eventful week, activity is likely to remain subdued in a week of
holidays. On Friday, domestic equities will remain closed for Christmas.
Globally, various markets will be on half day, or will stay shut on
Thursday as well.

The sentiment will remain positive as indices are Nifty is likely to move
in a range of 7700-7950 points for the week. Yesterday, the 50-share
index ended at 7761.95, down 82.40 points or 1.0% from the previous

Weekly Outlook for Indian Market & Sectorwise Stocks for the Week - 14.Dec.2015 to 18.Dec.2015

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Cement Stocks Outlook for the week – 14 to 18.12.2015 (Seen gaining some ground on tribunal's ruling)

Robust industrial growth data for October is seen supporting market sentiment
on Monday but equity markets are still likely to be weak next week as investors
await the outcome of the US Federal Open Market Committee's two-day
meeting that ends Wednesday.

Industrial growth for October was 9.8% as against 8.0% estimated by most
market participants. Growth in the capital goods sector was 16.1% as against a
decline of 3.2% last year.

While many market participants point to the low base last year, when Industrial
growth declined 2.7%, and due to spending ahead of festival season, some
believe the better-than-expected growth is showing signs of recovery in the
economy. Selling by foreign institutional investors in December in anticipation
of a rate hike by the US Federal Reserve is likely to keep any recovery in
equities under check.

Until Thursday, foreign institutional investors and foreign portfolio investors
had net sold shares worth $534.28 mln so far this month on the BSE, National
Stock Exchange, and the Metropolitan Stock Exchange combined. It is
expected that the Nifty 50 will trade with negative bias for the week, however,
the reaction to FOMC meeting outcome could change the course of the market
mid week.

We expect volatility in the market, which he believes is a signal of indices
bottoming out. We advised traders to stay cautious prior to the announcement.
The expectation of volatility over the next week has made some market
participants bullish about equities.

Among sectors, the imposition of a 5-57% anti-dumping duty on cold rolled
steel products from China, South Korea, European Union, South Africa,
Taiwan, Thailand, and US will have a bearing on steel stocks, which could see
investors favouring them but could result in a weak outlook for automobile
stocks. )