- *Monsoon may take away the shine from the markets as a bad monsoon will lead to a lower disposable income in the hands of farmers and one of the worst effected sector will be the FMCG sector which driver major chunk of their growth from the rural markets.* - *The core problem in power sector is the conflict between the central and the state government related to monopoly in the transmission & distribution of power, This matter should be solved at urgent priority if the government wants an answer to the energy problem. If this happens then the private sector T&D players like Areva T&D, Reliance Infrastructure, and Torrent Power will appear aggresive players.* - *The worst is not over for Indian economy Inflation and higher borrowing could hamper the growth path.* - *Titan in dire state and needs to get its act together. However a 2% excise duty cut on the branded jewelry segment could act as a breather for the company.*
** *-- * * Thanks Manoj Damani +919903009493 * --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups ""GLOBAL SPECULATORS"" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/globalspeculators?hl=en -~----------~----~----~----~------~----~------~--~---
