By Rajhkumar K Shaaw

July 7 (Bloomberg) -- Indian
stocks<http://www.bloomberg.com/apps/quote?ticker=SENSEX%3AIND>rose
after Macquarie Group Ltd. raised its target for the benchmark index
and said markets “overreacted” to the government budget yesterday, when the
gauge slumped the most in six months.

Maruti Suzuki India Ltd.<http://www.bloomberg.com/apps/quote?ticker=MSIL%3AIN>,
the maker of half the cars sold in India, advanced 5.5 percent. Grasim
Industries Ltd. <http://www.bloomberg.com/apps/quote?ticker=GRASIM%3AIN>,
the country’s third-biggest cement producer, soared 4 percent. Larsen &
Toubro Ltd. <http://www.bloomberg.com/apps/quote?ticker=LT%3AIN>, the
largest engineering company, advanced 1.9 percent. Macquarie raised its
April 2010 target for the Sensitive Index by 20 percent to 18,000, saying it
maintained a “positive stance” as the budget was “pro-growth.”

“It may not be a great budget but it was broadly what the economy requires
right now,” said Apurva
Shah<http://search.bloomberg.com/search?q=Apurva+Shah&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>,
head of research at Prabhudas Liladher Pvt. in Mumbai.

The Bombay Stock Exchange’s Sensitive Index, or
Sensex<http://www.bloomberg.com/apps/quote?ticker=SENSEX%3AIND>,
rose 53.18, or 0.4 percent, to 14,096.58 at 11:48 a.m. in Mumbai. The S&P
CNX Nifty <http://www.bloomberg.com/apps/quote?ticker=NIFTY%3AIND> Index on
the National Stock Exchange added 0.1 percent to 4,170.7. The BSE 200
Index<http://www.bloomberg.com/apps/quote?ticker=BSE200%3AIND>was
little changed at 1,714.82.

The Sensex yesterday plunged 5.8 percent, the most since Jan. 7, as Finance
Minister Pranab
Mukherjee<http://search.bloomberg.com/search?q=Pranab+Mukherjee&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>unveiled
the widest
budget <http://indiabudget.nic.in/> deficit in 16 years and failed to lay
out firm plans to sell state-run assets and ease foreign investment rules.

“The 6.8 percent fiscal deficit put people off,” Shah said. “But later the
finance secretary clarified that not all the deficit will be financed
through market borrowings.”

Mukherjee, seeking to convince investors that yesterday’s budget will help
turn around the economy, is due to meet industry groups in New Delhi today
after stocks tumbled and the rupee suffered its worst fall in almost six
weeks.

Macquarie said it sees “significant positives from a policy perspective” in
the budget.

Larsen, Jaiprakash

Maruti rose 5.5 percent to 1,094.85 rupees.
Grasim<http://www.bloomberg.com/apps/quote?ticker=GRASIM%3AIN>gained 4
percent to 2,391 rupees. Larsen & Toubro advanced 1.9 percent to
1,491.4 rupee. Jaiprakash Associates
Ltd.<http://www.bloomberg.com/apps/quote?ticker=JPA%3AIN>,
the biggest maker of dams, gained 1.5 percent to 196.1 rupees.

Investor expectations for the budget were high after Prime Minister Manmohan
Singh<http://search.bloomberg.com/search?q=Manmohan+Singh&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>won
a resounding re-election in May, reducing his dependence on allies
such
as the communist parties who opposed asset sales and looser foreign
investment policies during his first term.

ITC Ltd. <http://www.bloomberg.com/apps/quote?ticker=ITC%3AIN>, India’s
biggest cigarette company, rose 6.9 percent to 211.25 rupees, the highest
since June 6, 2008, after Kotak Securities Ltd. upgraded the stock to “buy”
from “add” and raised its target price to 235 rupees from 225 rupees.

The budget left the excise duty on cigarettes unchanged, a “significant
positive surprise for the street,” Kotak analysts Manoj
Menon<http://search.bloomberg.com/search?q=Manoj+Menon&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>and
Amrita
Basu<http://search.bloomberg.com/search?q=Amrita+Basu&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>said
in a research note today.








-- 
National Youth Day

Dr  APJ Abdul Kalam speech

http://www.youtube.com/watch?v=k-O24qidjj0&feature=related

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