*Markets may see big gains on Monday, say players *

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**Positive cues

Markets expected to rally in the short run

Market players expect Insurance Bill to be passed

More easing on P-Notes norms are also expected
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 *Our Bureau*

Mumbai, May 16 A decisive mandate for the UPA Government – led by Congress
returning in a position of unexpected strength – could send Indian equities
soaring in the short term, said market-men.

The markets may open with huge gains on Monday, as investors who have been
waiting on the sidelines are expected to pour in funds, brokers and fund
managers said.

The Sensex had gained 300 points on Friday, sensing a mandate for either a
Congress or a BJP-led government and no likelihood of the Third Front coming
to power.

“On Monday we could see the markets probably open with gains of between five
and 10 per cent. The markets will rally in the short run,” said Mr Motilal
Oswal, Chairman and Managing Director, Motilal Oswal Financial Services Ltd.

The markets will be euphoric and may open about 10 per cent higher, said Mr
Nirmal Jain, Chairman, India Infoline.

While this may possibly be the beginning of another bull market, one has to
be cautious about negative cues from global markets, he added.

Mr C.J. George, Managing Director, Geojit BNP Paribas, said the markets
would “react positively, not just because of the exit of the Left from the
Government but also perhaps because of the possibility of more economic
stability. The FIIs will look at this positively as there will be no
question of roll back or changes in the present policies and framework. So
we could see a lot more inflows from them.”

However, one must remember that there is a global recession and FIIs inflows
will be dependent on that too.

The election results have come as a positive surprise and are expected to go
down well with the markets which like continuity of policy, mindset and
ideology, Mr Dinesh Thakkar, Chairman and Managing, Angel Broking, said.
Economic Reforms

 Reforms in the banking and insurance sectors, and PSU divestment will now
be taken to their logical conclusion, said Mr Devesh Kumar, Managing
Director, Centrum Broking Pvt. Ltd.

“The new Government is expected to go ahead with the reforms in the banking
and insurance sectors and Bills such as the insurance Bill, which allows FDI
limit in insurance to be hiked, is likely to be passed,” said Mr U.K. Sinha,
Chairman & Managing Director, UTI AMC.
P-Notes

 “With the UPA already indicating its supportive view on P-Notes, further
liberalisation here cannot be ruled out,” said Mr Thakkar.

The UPA Government had put certain restrictions on P-Notes in October 2007
in the wake of huge FII inflows, but lifted them a year later even as
parties such as the Left and the BJP protested.

“I think there will be status quo maintained on norms for FIIs. Unless there
are fresh developments globally there will not be any change in the norms
here,” said Mr Sinha.

http://www.thehindubusinessline.com/2009/05/17/stories/2009051750880100.htm

-- 
To be a winner, all you need to give is all you have.
                                                    ekamber

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