I/II.
http://epaperbeta.timesofindia.com/Article.aspx?eid=31818&articlexml=Market-Squall-Refuses-to-Blow-Away-Battered-Sensex-13052015001029

May 13 2015 : The Economic Times (Mumbai)
Market Squall Refuses to Blow Away, Battered Sensex Loses 630
Mumbai:
Our Bureau


***Indian stocks tumbled on Tuesday as the government's inability to
get moving on its reforms agenda brought back unwelcome memories of
the policy paralysis that was the bane of the previous government.***
[Emphasis added.] This came amid a global slump as Greek assurances on
debt repayment didn't seem to inspire much confidence -equities across
the world took a hit while bonds plunged in most markets.

***The BSE Sensex fell 2.29% to close at 26,877 points on Tuesday***
[emphasis added], as the solace provided by Finance Minister Arun
Jaitley on minimum alternate tax (MAT) late last week seemed to wear
off.The index, which had risen 908 points in the previous two trading
sessions, succumbed to profit-booking on Tuesday . The Nifty fell
2.38% to end at 8,126 points, below its key 200-day moving average
(DMA).The drop erased two-thirds of the gains made on Friday and
Monday .

The rupee weakened again, ending at 64.20 against the dollar on
concerns over foreign investors pulling out of India.

Shares fell across the board with crucial legislation getting delayed
due to opposition in Parliament. The government has failed to avoid
bills related to the proposed goods and services tax (GST) and changes
in the land acquisition law being referred to House committees for
review. "The referral of land acquisition and GST bills to committees
made markets suffer," said Ajay Bodke, head, investment strategy and
advisory, Prabhudas Lilladher. "Investment community sentiments are
adversely impacted due to delays in crucial economic reforms solely
led by the Opposition's obstruction in Parliament."

Market participants remained cautious ahead of vital economic numbers,
which were released after the close. Consumer price inflation (CPI)
eased to a fourmonth low of 4.87% in April, while indus trial output
growth slowed to 2.1% in March. Investors also fretted about Greece's
precarious financial condition, which weighed on global financial
markets, despite the country preparing to pay 750 million euros to the
International Monetary Fund (IMF).

"Bond yields have hardened across the global markets. Concerns
regarding payment by Greece, worries over the effectiveness of
European quantitative easing and the possibility of the US Fed hiking
interest rates earlier than expected hurt sentiments," said Sanjay
Kumar, head of investments at PNB MetLife Insurance.

The land acquisition Bill has been referred to a joint committee of
Parliament, while the GST bill has been referred to a select committee
of the Rajya Sabha. Analysts said the government has been forced to
make the compromises, delaying reforms. "If the GST bill is not passed
in the Rajya Sabha and gets delayed, the markets will obviously be
disappointed," said Sanjay Dongre, fund manager at UTI Asset Company.
"GST (when implemented) will add almost 1-2% to India's GDP."

Foreign institutional investors (FIIs) seemed to be unmoved by the
government saying that the MAT levy would be reviewed by a committee
and tax officials being instructed to avoid the overzealous pursuit of
demands on this count. Overseas investors have been switching to
greener pastures with India losing sheen.

"FIIs, which were long on India and short on China and South Korea,
are seen reversing their market trade, while making adjustments to the
portfolio," said Nilesh Shah, managing director and CEO at Kotak AMC.

 Click To Enlarge

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II.
http://indianexpress.com/article/business/business-others/iip-at-5-month-low-on-manufacturing-woes-retail-inflation-eases-to-4-87/

IIP at 5-month low on manufacturing woes, retail inflation eases to 4.87%

While RBI Governor Raghuram Rajan did not criticise the move, RBI
Deputy Governor SS Mundra had expressed concern.
By: ENS Economic Bureau | New Delhi | Published on:May 13, 2015 2:17 am

In what could give the Reserve Bank of India (RBI) greater room to
slash key interest rates, retail inflation softened further to a
four-month low of 4.87 per cent in April compared to 5.25 per cent in
March. On the other hand, factory output growth slowed to a five-month
low of 2.1 per cent in March as against 5 per cent registered in
February.

***The index of industrial production (IIP) data, which gauges the
economic activities of the country, released on Tuesday showed that
the lower growth was mainly due to falling consumption demand and
moderation in electricity generation. The data showed that the
manufacturing sector grew 2.2 per cent in March compared to 5.2 per
cent in the previous month and -1.3 per cent in March 2014.
Electricity generation grew 2 per cent during the month as against 5.9
per cent registered in February 2015 and 5.4 per cent, respectively
during March 2014.*** [Emphasis added.]

With regards to the consumer price index (CPI), prices of food items,
vegetables and fruits moderated. The price rise in fruits and
vegetables stood at 5.08 per cent (compared to 7.41 per cent in March
2015) and 6.63 per cent (compared to 11.26 per cent in March 2015),
respectively. Similarly, the rate of price rise in cereals and
products was 2.15 per cent compared to 2.32 per cent in March, while
inflation in milk and its products was at 8.21 per cent compared to
8.35 per cent in the previous month.

Concerned over the tepid growth, industry urged the RBI to slash
interest rates while it seeking government's intervention in removing
infrastructure bottlenecks.

"While it is reassuring to see the positive growth in manufacturing
for 2014-15 but the growth remains tepid. Critical constraints for the
sector like high interest rates, infrastructure bottlenecks, low
domestic and export demand are an area of concerns for the sector and
may continue to impact the growth of the sector in coming months,"
Jyotsna Suri, president, Ficci, said.
-- 
Peace Is Doable

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