*By Rutam Vora

*Amid mixed global cues backed by US Federal Reserve keeping the key
interest rates unchanged at historic lows close to zero. The FOMC-meet on
Wednesday pushed mixed sentiments on the US bourses on Wednesday, later it
was reflected on the Indian bourses with key benchmark index, Sensex posting
early gains on Thursday, June 24, 2010.

The gains on the Indian bourses were led by metal and FMCG stocks. The
sectoral index, BSE Metals gained by close to 1% to 15387.31 points, while
BSE FMCG index too rose by close to 1% at 3232.18 in the morning trades
today. Other gainers included Capital Goods stocks as the BSE CG index
posted early gains of 1.21% at 14,674.59 points. The benchmark index, Sensex
gained by 0.35% to 17818 points in the morning trading hours on Thursday.

*‘Monsoon Wading’ for FMCG Stocks?*

The upbeat mood in the FMCG stocks is seen ahead of the declaration on the
wholesale price index, inflation data for the year through 12 June 2010,
including food price index, the primary articles index and the fuel price
index today.

Leading FMCG stocks including ITC Ltd (BOM:500875) and Ruchi Soya Industries
(BOM:500368) gained momentum at the early trading hour on the Bombay Stock
Exchange (BSE) as each stock rose by over 1% on Thursday. Britannia
Industries Ltd (BOM:500825) gained by close to 1%.

Prices of food articles have remained a key concern for the industry as well
as consumers. Recently, milk prices in Kerala have been hiked by Rs.3 a
litre to Rs.23 because of rise in the price of fodder. On the other hand
monsoon being crucial for the agro produces and the overall food price
index, all eyes at a good monsoon ahead.

However, India’s MET Department today mentioned that June 1-23 monsoon rains
were down 11% from normal as monsoon progress seems to have stalled. Monsoon
rains in India have been 11% lower than the long-term average until now due
to a nearly one-week delay in its progress, the director general of the
Indian Meteorological Department said Thursday. Monson may resume progress
by early next week.

*Metal Stocks regain shine
*
Having witnessed sustained losses for two consecutive trading sessions,
metal stocks have returned back to positive territory on strong global cues.


London copper jumped more than 2% on Thursday, lifting Shanghai futures
aided by strong Japan output data. Copper futures on LME were up early
Thursday as dollar fell on speculation that Federal Reserve will keep
interest rates low.

The Committee's decision to stick with its low-interest-rate policy was
widely expected, given the persistently high unemployment rate and
continuing weakness in housing and consumer spending.

Metal stocks on Indian bourses help key benchmark indices inch upwards to
positive territory in early trading session on Thursday. Mining majors
including Gujarat NRE Coke Ltd (BOM:512579) and NMDC Ltd (BOM:526371) gained
by 2.65% and 1% respectively, while other metal stocks including Jai Corp
Ltd (BOM:512237) and Sesa Goa Ltd (BOM:500295) rose 1.2% and 1.6%
respectively.

Copper majors including, Sterlite Industries (India) Ltd (BOM:500900) and
Hindustan Copper Ltd (BOM:513599) gained close to 1.5% each in the morning
trading session on the BSE today. Nissan Copper Ltd (BOM: 532789) zoomed up
by over 4% on the BSE on Thursday.

Volatility is expected to remain high on Indian bourses today owing to
traders’ roll over positions in the derivatives segment ahead of the expiry
of the near-month June 2010 derivatives contracts today, 24 June 2010.

-- 
Regards

Hardik Shah

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