http://www.thehindubusinessline.com/iw/2010/05/30/stories/2010053051370900.htm

*Index Outlook: End of correction? *

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*Sensex (16,863.06)*

The keystone of technical analysis is the belief that news flow is only
incidental and stock price movements are governed by the twin forces of
demand and supply. This fact was borne out yet again by the movement in
equity markets this month. Global benchmark indices were precariously poised
at critical resistances towards the end of April and demand was waning with
investors running out of reasons to buy stocks.

We had pointed out the psychological signals of a market on the brink of a
correction in our May 2 edition. That the market decided to take European
debt concerns and the plunging euro more seriously was just an excuse to
drum down stock prices to more reasonable levels.

Foreign institutional investors led the (may)hem by pulling out around Rs
12,658 crore this month. There was, however, net inflow of Rs 410 crore on
Friday. Volumes hit record levels in the derivative segment. The June series
in the derivative segment opens on a fairly heavy note over Rs 1 lakh crore.
But high index put call ratio implies that short positions dominated the
roll over denoting lower risk to the market.

Momentum indicators took a severe hit over the past weeks with the 10-week
rate of change oscillator moved in to the bearish zone implying the onset of
a medium-term correction. What is more worrying is the 10-month rate of
change oscillator moving down close to the zero line. This indicator moving
in to negative territory would be greatly detrimental to the long-term trend
in our market. Daily oscillators are poised in the neutral zone on the verge
of entering the bullish zone.

The much-awaited correction is here and the Sensex has already declined 11
per cent from its recent peak. That is in line with the pullbacks witnessed
in October 2009 and January 2010. In terms of retracement of the previous
up-move, it is only 20 per cent. While the magnitude of this correction is
insufficient, the time taken (since last October) is adequate to qualify as
medium-term correction.

The question is whether the correction could prolong from these levels? We
had been discussing an A-B-C flat formation in the Sensex from November
lows. It is obvious that this formation completed at 18,048. What can follow
now is,

A short X wave that can terminate anywhere around current levels followed by
another flat or a triangle that can translate in to sideways move between
15,500 and 18,000 for few more months.

Sharp decline below 15,000 will mean the end of terminal corrective and the
onset of a deeper decline with minimum target of 14,227.

The week ahead should help us in understanding the medium-term trajectory
for the index better.
*Short-term*

The Sensex is in the recovery mode over the last three sessions but this has
not helped reverse the short-term downtrend yet. The index has very strong
resistance in the zone between 16,750 and 16,900 where the 200-day moving
average is also positioned. The test for the index early next week would be
if it could move above this zone. Subsequent targets are 17,033 and 17,249.
The near-term view will turn positive only on a close above 17,250.

Investors ought to get cautious if the index fails to move emphatically
above 17,000 next week. Downward targets in this scenario are 15,601 and
14,804. Immediate supports would be at 16,338 and 15,960.
*Nifty (5,066.5)*

The Nifty reversed higher from the intra-week low of 4,786 last week. A
three-wave formation was completed at this low with the relationship between
A and C waves at 1:1. It is yet to be determined if the rally over the last
three sessions is a pullback in a downtrend that began at 5,399 or another
leg of the sideways move since October that can take the index towards a new
high once again.

Key resistances for Nifty in the week ahead are 5,123 and 5,164. The
short-term view will turn positive only on a close above the second
resistance. Failure on part of the index to make any significant headway
next week will mean that another sharp down move is in the offing that can
drag the index down to 4,698 or 4,464.

Medium-term targets based on retracement targets are 4,542 and 4,300. But
the index could remain in a broad sideways move between 4,700 and 5,400 for
a few more months too if the correction is shallow in magnitude but
long-drawn, time-wise.
*Global Cues*

Most benchmarks were hovering indecisively close to the upper end of their
intermediate term up-trends when the month of May began, leaving investors
guessing about the direction in which it could break-out, the down-move in
global equity indices in May has proved with certainty that the rally that
began in the first quarter of 2009 is complete. Many benchmarks are down
between 10 to 20 per cent from their 2010 peaks.

But investors can take succour from the fact that most benchmarks have
already retraced about one-third of the previous uptrend and are trying to
stabilise there. The European indices are worst affected in the rout with
the DJ Euro STOXX 50 having given up half of the gains recorded last year
and Greece benchmark close to its 2009 low!

The fragility of investor sentiment was aptly captured by the CBOE
volatility index that gained a whopping 210 per cent from the April low of
15.5 when it recorded the peak of 48.2 on May 21. A weekly close above 45 is
however needed in this index to signal the resumption of the bearish trend
in equities.

In our May 2 edition we had noted that, “The Dow would have trouble moving
above 11300 just yet and a medium term correction is overdue. A decline to
10,720 or 10,390 is possible over the next month. The short-term trend will
however turn downward only on a close below 10,390. Subsequent target for
the index is 9,835.”

The Dow recorded an intra-day low of 9,774 on May 25 and is on the path to
recovery since then.

A three-wave flat correction was completed in the Dow at that point and the
index has retraced about 30 per cent of the uptrend since last March. Bulls
have the chance to fight-back from here. Immediate resistance for this index
is 10,340. Inability to cross above this level would imply that the down
move can intensify while move above will take the index to 10,700. The Dow
reversing lower from its 200-day moving average on Friday is not a good
sign. The outlook will stay circumspect as long as the Dow trades below
10,700.

— Lokeshwarri S.K

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