14 June 2008

The 10 most widely-held stocks : BT Money

The 10 most widely-held stocks

Forget about sifting through thousands of stocks in the market to select potential winners. One measure to judge whether a stock can do well is to see how many mutual funds hold them in their portfolios. The more widely-held the stock, the better its chances of doing well.
Usually, the most popular stocks with mutual funds are companies with huge market capitalisations. Liquidity makes it easier to enter or exit stocks. Besides, fund managers also want to keep a big chunk of their portfolios in stocks that closely follow their benchmark indices. Still, not all the liquid stocks make it to the 10 most popular stocks.


Fund managers usually pick these companies after looking at their future potential, their valuations and whether they can give better returns. Says Bhavesh Shah, VP (Research), Asit C Mehta Investment Interrmediates, a broking firm: “Since Indian mutual funds are doing a good job of giving decent returns, imitating their strategy could prove rewarding.” Not surprisingly, these companies are from the core growth sectors of the Indian economy. In graphics: The most popular Stocks

Reliance Industries

Larsen & Toubro

BHEL

Bharti Airtel

State Bank of India

Reliance Communications

Infosys Technologies

Tata Steel

Oil and Natural Gas Corp

For more with details, visit: The 10 most widely-held stocks

In graphics: Other popular stocks

In graphics: The power players (These companies have sound fundamentals and growth prospects)

Two steps behind
Fund managers have shown interest in other big names, too.
Mutual funds have turned into a formidable force in the stock market over the past five years—their holdings have risen from a negligible amount to Rs 2 lakh crore in equities alone. Not surprising then, the top 20 stocks that mutual funds have invested in account for about 25 per cent of their equity corpus of Rs 48,557 crore. In terms of investment size, Reliance Industries stands tallest with mutual funds holding more than Rs 7,858 crore worth of the stock. This is nearly double that of their second-largest holding, in ICICI Bank, which accounts for about Rs 4,008 crore. This is closely followed by engineering behemoth Larsen & Toubro (Rs 3,687 crore) and banking giant State Bank of India (Rs 3,060 crore).


It’s no surprise then that all but a few of the top 20 companies that mutual funds have invested in are part of the Sensex. That’s because most of these companies have large market capitalisations, diversified investor bases and fairly liquid stocks. The two companies that are not part of the Sensex are Sterlite Industries and Jai Prakash Associates, in which domestic funds hold Rs 1,279 crore and Rs 2,387 crore worth of equity, respectively. Fund managers, too, have shown a preference for the most popular stocks. For instance, ICICI Prudential Infrastructure Fund has the highest investments (per fund) in five of the top 20 companies.

Source: http://businesstoday.digitaltoday.in. We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

Business Today Articles Dated June 29,2008

businesstoday.digitaltoday.in/index.php?latn=1

Cover Story
Tick-tock, tick-tock, tick-tock... Despite the recent price hikes in India, oil is a ticking time bomb that will be defused only by a sharp drop in demand and, in the long run, alternative sources of energy. Meanwhile, brace up for the coming pain. Business Today's Rishi Joshi reports.
How to kick the habit
Not good enough

Editorial
Decontrol retail prices of oil

Policy Watch
Tackling the oil crisis

Back of the Book
Young turks in the works

Money
The fine art of portfolio composition
Rohit Viswanath
All asset classes don’t move in tandem. The trick is to diversify portfolio across assets and cut risks. Find out how to create an optimal portfolio.
In choppy waters
The best mutual funds
Room for growth
The IPO lull

Special
One for the nest egg

For More: http://businesstoday.digitaltoday.in/index.php?latn=1

Source: http://businesstoday.digitaltoday.in. We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

13 June 2008

Economic Times,Moneycontrol Top Stories

EconomicTimes.com

Repo rate hike's another blow to India growth story
ONGC Videsh logs highest-ever oil & gas production overseas
Mega projects set for rollout key to Reliancebs global play
Pfizer may make counter bid for Ranbaxy
Anil Ambani's group charges Mukesh of sabotaging MTN deal
OPEC cuts estimate for world oil demand in 2008

FX reserves at $315.660 bn on June 6
Market subdued; Ranbaxy, BHEL drag
If you don't like Reliance stock, just sell it off: Mukesh Ambani
3i Infotech acquires 100% stake in Regulus Group LLC
Inflation soars to 8.75% on rising prices
Telekom Malaysia picks 15% in Idea

3 Indian cities among world's top centres of commerce
Top 10 Mutual Funds
=========================
Moneycontrol

Experts see support for Nifty at 4,400
Inflation at 8.75%: Is a CRR hike in offing?
Mkts to be on uptrend towards end of June: Experts
R-Comm-MTN deal: Anil, Mukesh Ambani at war again
India to see 7-9% growth: Raghuram Rajan
Telekom Malaysia to buy addl 15% stake in Idea: Srcs


Source: www.Theeconomictimes.com , www.moneycontrol.com/ . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

Inflation hits a 7 year high

Inflation hits a 7 year high

Inflation hits 7-year peakThe Government's worst fear of a double-digit inflation may soon come true, as inflation has climbed to its highest level in seven years and may jump to a double-digit mark on the back of the recent hike in fuel prices. Inflation, based on the wholesale price index (WPI), rose to 8.75% in the week ended May 31 from 7.24% in the previous week, the Commerce & Industry Ministry said.

The reading is much higher than average forecast of 8.25-8.35%. Inflation is now at the highest level since February 10, 2001 when it was 8.77. The annual inflation rate was 5.09% during the corresponding week of the previous year. Inflation rate for the week through April 5 has been revised to 7.71% from a provisional figure of 7.14%.The WPI for All Commodities in the last week of May rose by 0.6% to 231.1 from 229.8 in the previous week. The index for Primary Articles rose by 0.9% to 243.4 from 241.3. The index for Manufactured Products gained 0.7% to 201.0. The index for 'Non-Food Articles' group rose by 1.9% to 235.8 while that for 'Food Products' group rose by 1% to 206.8. The index for 'Textiles' rose by 3.9% to 134.4 while the index for 'Paper & Paper Products' rose by 1.2% to 199.4 and the index for 'Leather & Leather Products' rose by 1.3% to 166.5.The index for Fuel & Power remained unchanged at its previous week's level of 347.2.

However, in the next week's data this index is likely to witness a big jump as it will reflect the hike in fuel prices announced on June 4. While the fuel price hike will have a direct impact of 65 basis points, the indirect impact is expected to be much higher. What's more the indirect impact will also get factored in gradually over the next few weeks as companies pass on the higher energy costs to consumers. And, given the fact that inflation is getting revised every week, we will soon see a day when the figure touches double-digits. FM wants direct tax estimates revised upFinance Minister P. Chidambaram asked the Income Tax department to aim for higher direct tax collections in the current fiscal year than the Rs3.65 trillion estimated in the budget for 2008-09.

"Given that the actual collection during 2007-08 stood at Rs3.14 trillion, I have asked the Central Board of Direct Taxes (CBDT) to quickly revise upwards the budget estimate," Chidambaram said after the annual conference of chief commissioners of income tax. "The estimate will no longer be Rs3.65 trillion. The CBDT will meet over the next couple of days and increase the estimate upwards," he said. The Finance Minister said that even if a 25% growth is estimated over last year's figure, the budget estimate must be revised upwards sharply. 25% growth over the last year's collection will push the estimate to over Rs3.92 trillion.

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Other Stories:
Global News - June 13 2008
Weekly Top Stories - June 13 2008
Sensex pares 60 pts in lackluster trade
Progress of monsoon, advance tax figures to dictate trend
Market extends losses for fourth week in a row


Source: www.deadpresident.blogspot.com . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

12 June 2008

RIL to become India's largest gas producer

RIL to become India's largest gas producer
From ET, 12 Jun, 2008, 2001 hrs IST, PTI

Mukesh Ambani-led Reliance Industries is all set to become the single largest gas producer in the country with a more than 50 per cent market share. Production of gas from KG-D6 and other oil blocks will catapult Reliance into the single largest gas producer in the country with more than a 50 per cent marketshare, RIL's Chairman and Managing Director, Mukesh Ambani told shareholders of the company here on Thursday. With ever-increasing demand for oil and petroleum products, the company's foray into exploration and production will contribute significantly to value creation. In addition to development of KG-D6, the company will continue its ongoing efforts of exploration and development of various blocks, Ambani said at the 34th annual general meeting of the company. The high oil price environment and stretched refining systems would also benefit the company, he added.

Reliance to explore alternative energy segment
Reliance Jamnagar refinery will cost half that of others
RPL set for world record in construction of refinery: Ambani
Govt may replace K-G cap
Reliance to explore alternative energy segment
Reliance sells 0.005 pct term diesel to Vitol-trade
Reliance to commission new refinery in 3-6 months

We expect this business segment to deliver sustainable long term returns, Ambani said. Ambani said that Reliance's efforts were now strongly focused on two projects, the development of the KG-D6 block and the implementation of the new refinery at Jamnagar, through its subsidiary RPL. Our new refinery will be operational in the second half of FY09. The completion of the refinery will increase Reliance's ability to process crude oil from 0.66 to 1.24 million barrels per day, equivalent to about 2 per cent of global capacity," Ambani said.

The 5,80,000-barrel-a-day refinery is being built adjacent to Reliances existing unit of 6,60,000-barrel-a-day plant at Jamnagar. The commissioning of oil and gas production systems will make Reliance one of the largest deep-water oil and gas companies in the world. Ambani said that the company had 41 discoveries to date and an overall success ratio of 63 per cent. Its coal based methane (CBM) block in Sohagpur has a capacity of 3.76-trillion cubic feet. The East-West gas pipeline from KG-D6 will be completed by the year-end, he added.

Deep water exploration activities would be expanded with the additional of six rigs by H2 FY09. "We have been allotted two blocks in Yemen, three in Peru and have gross, contingent reserves of five billion barrel oil equivalent. The gross reserves is accretive to target 10-billion barrels of oil equivalent, Ambani said. Ambani also informed that Reliance will sell gas this year at $25 per barrel equivalent.
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Reliance: Largest gas producer in India
RIL Retail to create over 5 lakh jobs
From Rediff.com

Reliance Industries [Get Quote] is all set to become the single largest gas producer in the country with a more than 50 per cent market share, RIL's Chairman and Managing Director Mukesh Ambani told the company's shareholders in Mumbai on Thursday.
With ever-increasing demand for oil and petroleum products, the company's foray into exploration and production will contribute to value creation.

In addition to development of KG-D6, the company will continue its ongoing efforts of exploration and development of various blocks, Ambani said at the 34th annual general meeting of the company.The high oil price environment and stretched refining systems would also benefit the company, he added.

We expect this business segment to deliver sustainable long term returns, Ambani said.
Reliance's efforts were now focused on two projects -- the development of the KG-D6 block and the implementation of the new refinery at Jamnagar, through its subsidiary RPL, he added.
"Our new refinery will be operational in the second half of FY 09. The completion of the refinery will increase Reliance's ability to process crude oil from 0.66 to 1.24 million barrels per day, equivalent to about 2 per cent of global capacity," Ambani said.

The 5,80,000-barrel-a-day refinery is being built adjacent to Reliances existing unit of 6,60,000-barrel-a-day plant at Jamnagar.The commissioning of oil and gas production systems will make Reliance one of the largest deep-water oil and gas companies in the world.
The company had 41 discoveries to date and an overall success ratio of 63 per cent. Its coal based methane block in Sohagpur has a capacity of 3.76-trillion cubic feet, Ambani said. The East-West gas pipeline from KG-D6 will be completed by the year-end, he added.

Deep water exploration activities would be expanded with the additional of six rigs by H2 FY 09.
"We have been allotted two blocks in Yemen, three in Peru and have gross, contingent reserves of five billion barrel oil equivalent. The gross reserves is accretive to target 10-billion barrels of oil equivalent, Ambani said.

Ambani also informed that Reliance will sell gas this year at $25 per barrel equivalent. Reliance's two major deepwater fields were poised to come on-stream with a combined capacity of around 5,50,000 barrels of oil equivalent per day. This is about 44 per cent of India's current indigenous production, Ambani said.

At current crude oil prices of $135 per barrel, they imply an annual saving of Rs 1,14,000-crore (Rs 1,140-billion) in energy imports by India," he added.

On its polyester business, Ambani outlined his growth strategy which included both greenfield investments and acquisitions."We will consolidate our position (in the polyester business) by pursuing greenfield investments and acquisitions in the entire value chain," Ambani said.
A new refinery at Jamnagar, expected to be operational in six months, would add a further 9-lakh tonne per annum to the company's polypropylene capacity.

"Our new 2.5-million tonne per year paraxylene manufacturing facility in Jamnagar will provide a platform for growth in our polyester business in India and overseas," he said.
Presently, Reliance commands a global marketshare of seven per cent in the polyester fibre and yarn business. "Our capacity is more than double the capacity of our nearest competitor globally," Ambani said.

The RIL chairman described organised retailing as 'a major growth platform for Reliance.'
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RIL to sell gas at $25/bbl: Mukesh Ambani- From Moneycontrol.com

Mukesh Ambani, CMD of Reliance Industries said that the refinery and gas production will start in H2 FY09. He also informed that Reliance will sell gas this year at USD 25 per barrel equivalent. That is at one-fifth the cost of the global price of oil.
“Gas sales which will commence this year will be at an equivalent to only USD 25.2 per barrel of crude oil as compared to a current market price of USD 135 per barrel of crude oil,” said Ambani.

He said the exports have grown at 49% compounded over last five years.He said they are pursuing greenfield investment and acquisition in polyester operations. The new refinery at Jamnagar will add nine lakh tonne per annum to polypropylene capacity, he added.
He also said thet they will remain committed to long-term potential of petroleum retail business and leverage retail opportunity via majority stake in Gulf Africa Petro. There are also eight new discoveries across four offshore basins during the year, he added.
He said the CBM block in Sohagpur has in place capacity of 3.76 tonne cubic feet. The East-West gas pipeline from KG-D6 will be completed by year-end, he added. He said there will be an expansion of deep water exploration with six additional rigs by H2 FY09. He said, " We have allotted 2 blocks in Yemen, three in Peru and have gross, contingent reserves of five billion barrel oil equivalent.The gross reserves is accretive to target 10 billion barrels of oil equivalent."
"Organised Retailing is major growth platform for Reliance. Reliance Fresh format has grown to 600 stores. The retail business will generate over five lakh new jobs over next five years. We have also received regulatory nod for SEZs in Gurgaon, Jhajjar, Jamnagar," he said talking about growth of retail business at the annual gneral meeting.
Excerpts from Mukesh Ambani’s speech at the company’s AGM:

On exports:
Reliance has maintained its leadership position as India’s largest exporter. Over the last five years, exports have grown at a compounded growth rate of 49%. Last year, It’s capital expenditure stood at Rs 19,503 crore, which is its highest till date. This huge capital expenditure spend was primarily driven by exploration and production business. This is expected to create immense value for all shareholders for years to come. India’s largest private sector refiner is one of India’s largest contributors to the national exchequer primarily by way of payments of duties and taxes.

On polyesters:
The polyester business has been the first growth platform for the company. It is also the first business in Reliance to make an overseas acquisition, i.e. Trevira in Europe. It has also been the first business in the RIL stable to become the largest in the world in its domain. It continues to build on the polyester platform. The acquisition of the assets of Malaysia’s Hualon exemplifies this direction. The company was later renamed as Recron Malaysia, which is the largest integrated textile facility globally. The acquisition has increased the polyester capacity of Reliance by 25% to 2.5 million tonne per annum. Today, Reliance is a formidable player in the polyester fibre and yarn business with a global market share of 7%. Our capacity is more than double the capacity of our nearest competitor globally.

On petroleum refining business:
The petroleum refining business is set to create history. RIL will be commissioning its new refinery at Jamnagar this year earlier than schedule. Off late, there have been many announcements about setting up new refineries in various parts of the world. They are yet to fructify. Ours is the first large refinery added in recent times to meet the global refining shortage. The new petroleum refinery at Jamnagar would add 580,000 barrels per day to global capacity. Consequently, the petroleum-refining capacity at Jamnagar would leap from 0.66 to 1.24 million barrels per day.

Almost 2% of the global petroleum refining capacity would be in one location, Jamnagar, which will be the refining capital of the world.

The refinery will earn considerable foreign exchange by exporting superior quality products to the US, Europe, and Asian markets. It will make a valuable contribution to generating employment and to the country’s economic growth. It will strongly position Jamnagar as the refining hub of the world. It will strengthen India’s position as a major supplier of high quality refined petroleum products in the world.

Four years back, RIL embarked on setting up petroleum retail outlets across the country. It garnered a 14% share of the diesel market in India in a very short time. However, as crude oil prices began to rise dramatically to record highs, the government decided to provide subsidies only to public sector petroleum retailing companies. The absence of a level playing field between private and public sector petroleum retailing companies gave rise to an unviable situation. Therefore, the company has no alternative but to suspend sales of petrol and diesel from its retail outlets, especially because of the high price environment.

However, the company remains committed to the long-term potential of the petroleum and retail business both in India and overseas. This is highlighted by the acquisition of a majority stake and management control of Gulf Africa Petroleum Corporation, which has petroleum retail networks in several African countries including Tanzania, Uganda, and Kenya. We are now strategically positioned to leverage this opportunity.

On discoveries:During 2007-08, Reliance added a glorious chapter in its upstream oil and gas exploration and production initiative. There were eight new discoveries across four major offshore basins in India ‑- Mahanadi, Krishan Godavari, Cauvery, and Gujarat Saurashtra ‑‑ this year. We have thus proven the existence of petroleum systems in four of these major basins. Currently, we have 41 Dhirubhai discoveries to date. Our overall exploration success ratio is 63%. This is considerably higher than global averages. Oil discovery in the Cauvery basin is a significant milestone in this frontier basin, due to the extent of which our earth scientists have analyzed it.

On steps to beat talent crunch:
For sustainability, we believe that a talent pipeline fed by a supply chain of best in the class will hold us in good state. Towards this, Reliance has adopted a multi-pronged approach.

We will first nurture homegrown talent through relevant skill and competency development programmes. Second, we will recruit top talent through concentrated efforts from premier technology and management institutions. Third, we will put in place a performance oriented employee stock option plans, the largest in the country. In a collaborative effort, we are working with leading education institutions to help build more robust and industry-oriented programmes.

In all these endeavours, we have placed a trust in youth. This in turn brings vigor and dynamism to our organization. It also sets in process creating of a new generation of young Reliance leaders who can herald this into a bright future.

For more :
Jun 12, 2008
Company: Reliance Industries Ltd
Subject:
Reliance Industries - Chairman's Statement
Reliance Industries Ltd has informed BSE about the Chairman's Statement delivered at the 34th Annual General Meeting of the Company held on June 12, 2008. Attachment Click here for more details


Source: www.Theeconomictimes.com , www.rediff.com and http://www.moneycontrol.com/ . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

11 June 2008

RBI raises repo rate by 25 bps to 8 %

RBI hikes key interest rate to 8%

The Reserve Bank today hiked its short term lending rate by 0.25 per cent with immediate effect, a move that is likely to force banks to increase interest rates and help check inflation.
"The Reserve Bank of India [Get Quote] has decided to increase the repo rate by 25 basis points to 8.00 per cent from 7.75 per cent with immediate effect," the central bank said in a statement in Mumbai.

The reverse repo rate, at which RBI borrows money from banks in exchange of the government papers, however, has been kept intact at 6 per cent.The Reserve Bank said the decision has been taken with a view to containing inflation expectations among other things.

The RBI statement said: 'The annual policy statement for the year 2008-09 (April 29, 2008) had stated, inter alia, that the overall stance of monetary policy in 2008-09 will broadly be to ensure a monetary and interest rate environment that accords high priority to price stability, well-anchored inflation expectations and orderly conditions in financial markets while being conducive to continuation of the growth momentum.'

'Further, it was proposed to respond swiftly on a continuing basis to the evolving constellation of adverse international developments and to the domestic situation impinging on inflation expectations, financial stability and growth momentum, with both conventional and unconventional measures, as appropriate.'

'The year-on-year WPI inflation which was 4.36 per cent on January 12, 2008 (at the time of announcement of the third quarter review for 2007-08) increased to 7.33 per cent on April 12, 2008 (at the time of announcement of the annual policy statement for 2008-09) and to a high of 8.24 per cent on May 24, 2008.'

'Further, various measures of CPI inflation, which ranged from 4.8 to 5.9 per cent in January 2008 have increased to a range of 7.8 to 8.9 per cent in April 2008.'
'The annual policy statement for the year 2008-09 (April 29, 2008) had referred to the unprecedented uncertainties and dilemmas that exist and added "while monetary policy has to respond proactively to immediate concerns, it cannot afford to ignore considerations over a relatively longer term perspective of, say, one to two years, with respect to overall macroeconomic prospects.'

Story from ET:
RBI raises repo rate by 25 bps to 8 %
Reserve Bank of India on Wednesday unexpectedly raised its key lending rate by 25 basis points to 8.00 percent to contain inflation expectations but left all other rates unchanged. This is the first increase in the repo rate since March 2007. SONAL VERMA, ECONOMIST AT LEHMAN BROTHERS IN MUMBAI: "The key motive is to contain inflation expectations. There has been a sharp pick up in WPI and CPI (wholesale and consumer price inflation).

Fuel prices were raised last week, which would add to inflation. "Clearly, this move will add to the downside risk to economic growth." RUPA REGE NITSURE, CHIEF ECONOMIST, BANK OF BARODA, MUMBAI : "The repo rate hike was in line with market expectations and may serve a dual purpose -- it may arrest the fall of the rupee and make rupee-denominated assets more attractive." SAUGATA BHATTACHARYA, ECONOMIST, AXIS BANK, MUMBAI: "It was expected that there would be some action, and with liquidity conditions being tight and expected to remain tight over the next fortnight or so, the signal to supress demand was most likely to be a repo rate hike. The market had already factored that in. "There would be a certain flattening of the yield curve tomorrow, and there would be rise in short term rates and call rates." KETAN DEDHIA, DIRECTOR, NALANDA SECURITIES: "All negatives have already been discounted in the market. People were already anticipating this. A 25 basis points hike will not affect the market much. Oil prices and inflation are things which need to be watched more." SHUBHADA RAO, CHIEF ECONOMIST YES BANK, MUMBAI : "Completely unexpected. "It is in tandem with other Asian economies. Clearly inflation management is the RBI's (central bank's) priority. It would have some comfort that growth is not moderating too much now." MANOJ RANE, COUNTRY TREASURER, BNP PARIBAS, MUMBAI: "This is in keeping with the RBI's objectives of keeping a lid on inflationary expectations ... I expect bond yields to rise by 10-15 basis points tomorrow." GAJENDRA NAGPAL, CEO, UNICON FINANCIAL, NEW DELHI: "I would say the repo rate hike is less damaging for the (stock) markets as it means that interest rate increases are being taken care of at least in the short run. And the market is tracking oil prices more than these things. So even if the market dips in the beginning, it will recover later. Or we will see they have already factored that in."

'At the same time, it is critical at this juncture to demonstrate on a continuing basis a determination to act decisively, effectively and swiftly to curb any signs of adverse developments in regard to inflation expectations.'

'In light of the above, and on a review of the current macroeconomic and overall monetary conditions and with a view to containing inflation expectations, it is essential to take appropriate action on an urgent basis.'

'Accordingly, the Reserve Bank of India has decided to increase the repo rate under the Liquidity Adjustment Facility (LAF) by 25 basis points to 8.00 per cent from 7.75 per cent with immediate effect. There is no change in the reverse repo rate.' ....Continued...Next >>


Source: www.Theeconomictimes.com , www.rediff.com . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

Ranbaxy: Stake sell to Daiichi

Ranbaxy: Stake sell to Daiichi
Ranbaxy fairly priced: Analysts

In one of the biggest buy outs of any Indian company by an MNC, Japanese major Daiichi Sankyo has picked up the promoters - Malvinder Singh and Shivinder Singh's - 34.8% stake at Rs 737 per share in drugmaker Ranbaxy Labarotaries. This means complete exit of Ranbaxy promoters from the company. However, the senior Singh (Mr Malvinder Singh) is expected to continue to head the management for sometime. The story was first broken by The Economic Times . As ET reported earlier, the Japanese company may buy the promoters' stake at Rs 737 per share or around 30% premium over Ranbaxy's share price of Rs 560.75 on Tuesday. At this share price, the company is valued at around Rs 27,492 crore while the promoters will get around Rs 9,573 crore. The Japanese major will also make a mandatory open offer, as per the Indian laws, to buy an additional 20% stake in the company. The source added that Daiichi Sankyo plans to hold a controlling 51% stake in the Indian company.

Ranbaxy strengthens presence in the Middle-East

Meanwhile, shares of the company rose to their highest in 3-½ years on Wednesday after the Nikkei business daily said Japan's Daiichi Sankyo wanted to buy more than 50 per cent of the Indian firm in a deal worth up to $3.7 billion. The paper said Daiichi Sankyo was planning to launch a bid worth 300 billion yen to 400 billion yen ($2.8 billion-$3.7 billion) for the stake in India's top drugmaker by sales and an announcement was expected later in the day.

"I am delighted to announce our association with Daiichi Sankyo, a leading research based pharmaceutical company that puts us on a new and much stronger platform to harness our capabilities in drug development, manufacturing and global reach. Together with our pool of scientific, technical and managerial resources & talent, we would enter a new orbit to chart a higher trajectory of sustainable growth in the medium and long term in the developed and emerging markets organically and inorganically. This is a significant milestone in our Mission of becoming a Research based International Pharmaceutical Company,” Ranbaxy Laboratories Limited CEO and Managing Director Malvinder Mohan Singh said.

"The proposed transaction is in line with our goal to be a Global Pharma Innovator and provides the opportunity to complement our strong presence in innovation with a new, strong presence in the fast growing business of non-proprietary pharmaceuticals" said Takashi Shoda, President & CEO of Daiichi Sankyo Company, Limited. "This complementary combination represents a perfect strategic fit and delivers a considerable opportunity for the future growth of the new Daiichi Sankyo Group. While both companies will closely cooperate to explore how to fully optimize our growth opportunities, we will respect Ranbaxy's autonomy as a standalone company as well. We respect and believe in the management skill of Malvinder Mohan Singh and we are happy that we can invite him to be a member of the "Senior Global Management" of Daiichi Sankyo, while he continues to lead Ranbaxy as its CEO and Managing Director; additionally, upon closing he would assume the position of Chairman of the Board."

At 10:25 a.m. (0455 GMT), the stock was trading 1.4 per cent up at Rs 568.50, up 1.3 per cent. The stock rose as much as 5.6 per cent to Rs 591.90, its highest since December 2004. It rose 6.5 per cent on Tuesday, when its market value was $4.9 billion. Incidentally, Oscar Investments, a promoter group company, which holds 4.76% in Ranbaxy, has informed the BSE on Tuesday that the company is holding a board meeting tomorrow, "to consider and approve the scheme of demerger of investment & trading business of the company." Among all the promoter group companies that hold shares in Ranbaxy, the value of Oscar's holding in the company is the largest after Ranbaxy Holding Company. Malvinder and Shivinder Singh, the promoters of Ranbaxy, own around 35% of the company.

The Japanese company set foot in India by setting up a wholly-owned subsidiary with a investment of Rs 25 crore in India earlier this year. ET had reported on January 5 that the Japanese major plans to set up a full-fledged manufacturing and research operation in the country. Sankyo, which merged with Daiichi in 2005, has a small joint venture in India. Its 39.9% holding in Unisankyo Company was brought under the merged entity. The remaining 60.1% stake in this venture is held by a group of local promoters led by Jay Soman. The JV manufactures and markets bulk drugs, pro-biotics and few pharmaceutical products. Incidentally, this comes within two months of the Burman family of Dabur group exiting the pharma business by selling their 67% stake to German major Fresenius Kabi in April.

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Ranbaxy promoters sell out to Daiichi
Marking the largest ever deal in Indian pharma industry, Japanese drug firm Daiichi Sankyo on Wednesday announced the acquisition of a majority stake of more than 50 per cent in domestic major Ranbaxy [Get Quote] for over Rs 15,000 crore (Rs 150 billion).
Under the deal structure that would create the 15th biggest drugmaker globally, the Japanese firm would acquire the entire 34.82 per cent stake in the Gurgaon-based firm from its current promoters Malvinder Singh and family.
Besides, Daiichi would also make an open offer for an additional 20 per cent stake in Ranbaxy at a price of Rs 737 per share which represents a premium of over 50 per cent on the average price over the last three months.
Post this offer, the deal would value Ranbaxy at about $8.5 billion (over Rs 36,000 crore). The purchase of shares from the promoters and through the open offer is expected to value the deal between $3.4 billiona and $4.6 billion, the two firms said in a joint statement.
Even as Malvinder Singh would continue as CEO and MD of the entity, which would retain its Ranbaxy brand, the family would net in about Rs 10,000 crore *Rs 100 billion) by selling their stake.
Singh would also assume the position of chairman of the board upon the deal's closure that is expected by March 2009.
Besides the promoters' 34.8 per cent stake, Daiichi would also get about 9 per cent through issue of preferential allotment of shares and some warrants, which could be later converted into another 4.5 per cent holding. These, along with a minimum 8 per cent that the new promoters wish to acquire through the open offer, would take Daiichi's holding to above 50 per cent.
Post acquisition, Ranbaxy would become a debt-free firm with a cash surplus of around Rs 2,800 crore (Rs 28 billion).
The two firms said they plan to keep Ranbaxy a listed entity in India.
The combined market capitalisation of both companies would be around 30 billion dollars making it the world's 15th largest pharmaceutical company.
A binding share purchase and share subscription agreement was entered into by Daiichi Sankyo, Ranbaxy and the Singh family, Ranbaxy said.
"As the company moves into a next level of growth it would benefit the organisation, its shareholders and the employees," Ranbaxy CEO and Managing Director Malvinder Mohan Singh told reporters, while adding, "Now it is a clear opportunity ahead of us to leverage from each others' strengths."
The proposed open offer price of Rs 737 represents a premium of 53.5 per cent to Ranbaxy's average daily closing price on the NSE for the three months ending June 10, 2008.
Besides, the offer price is 31.4 per cent higher than Tuesday's closing price, Ranbaxy said.
"Malvinder Singh will continue to lead the company as its CEO and managing director, while additionally assuming the position of chairman of the board," Daiichi Sankyo president and CEO Takashi Shoda said.
The Japanese firm said there would be 10 members in the board and Ranbaxy would appoint four members, including Malvinder Singh, while the rest of the members would be from Daiichi Sankyo.
"Daiichi Sankyo has operations in 21 countries and by entering into agreement with Ranbaxy, we will have presence in now 60 countries globally," Shoda said.
Commenting on the deal, Singh said it puts Ranbaxy on a new and much stronger platform to harness its capabilities in drug development, manufacturing and global reach.
"With this, we will see significant growth in our business in Japan as the generic drugs market in the country is also opening up," he said.
Explaining the deal Singh said, post closing Ranbaxy would continued to remain an independent identity and all the strategic tie-ups of the company including the deals with Zenotech, Orchid and Merck would remain unaffected.
The hived-off research and developed division of the firm would also continued to be remained the part of the company.
"Together with our pool of scientific, technical and managerial resources and talent, we would enter a new orbit to chart a higher trajectory of sustainable growth in the medium and long term in the developed and emerging markets organically and inorganically," he said.


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Stocks snap losing streak; Sensex gains 296 points

Sensex gains 296 points
Closing Bell: Stocks snap losing streak; Sensex gains 296 points

Equities staged a smart recovery Wednesday backed by positive global cues and as traders bought stocks at lower levels and covered short positions. Mirroring the trend in East Asian markets, key indices gained over 2 per cent at the high of the day, with shares of banks and capital goods leading the advance. The rally appeared to be losing momentum mid way, till heavy covering in the real estate sector saw the market close significantly higher.

“This was a pull-back rally fueled by short covering. The market had been steadily falling for the past couple of sessions and made a new low yesterday. But its looks like the Nifty will hold around 4500 level. The broad range I’m looking at is 4475-4650,” said Hitesh Sheth, head of technical research at Prabhudas Lilladher. National Stock Exchange's Nifty closed at 4523.60, up 74 points or 1.66 per cent from Tuesday. The index touched a high of 4541.05 and low of 4468.05 intraday. Bombay Stock Exchange's Sensex closed at 15,185.32, up 296 points or 1.99 per cent. The index touched a high of 15,225.81 and low of 15,009.48 during the day.

Biggest Sensex gainers were BHEL (up 7.19%), Ambuja Cements (7.17%), DLF (6.53%), HDFC Bank (4.74%), HDFC (4.1%), Bharti Airtel (3.78%) and ACC (3.09%). Index losers comprised Tata Motors (down 1.42%), Reliance Communications (1.41%), Grasim Industries (1.13%), ITC (1.09%), Maruti Suzuki (1.07%), Hindustan Unilever (0.79%) and Wipro (0.1%). Secondline stocks too picked up steam driving the BSE Mid-cap and Small-cap indices 1.42 per cent and 1.72 per cent higher respectively.

Market breadth on BSE showed 1,828 advances and 811 declines. Sector wise, the recently beaten down realty and capital goods attracted investor interest. The BSE Realty Index closed 3.07 per cent higher and BSE Capital Goods Index gained 2.44 per cent. Meanwhile, most markets in Asia, barring China and Hong Kong, ended with gains. Equities in Europe also moved higher and US index futures were indicative of a positive opening later this evening. The rupee rose against the dollar to close at 42.89. Oil prices have slumped 5.2 per cent in the past two sessions to close at $131.31 a barrel on the NYMEX Tuesday. Today however, the commodity rose to $134.60.



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Rediff Stories

The world's 13 top business centres

The world's most reputable companies

India's top 10 pharma firms

10 biggest falls of the Sensex


Source: www.rediff.com . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

03 June 2008

Corporate Q4 Results from CM, MC

Capitalmrket.com

Jammu and Kashmir Bank net profit rises 32.07% in the March 2008 quarter
Adhunik Metaliks net profit rises 1.48% in the March 2008 quarter
IFB Agro Industries net profit declines 4.55% in the March 2008 quarter
Motherson Sumi Systems net profit declines 0.56% in the March 2008 quarter
PVR net profit rises 22.73% in the March 2008 quarter
Mcleod Russel India reports net loss of Rs 97.34 crore in the March 2008 quarter

Page Industries reports net profit of Rs 4.35 crore in the March 2008 quarter
Swaraj Mazda net profit rises 11.85% in the March 2008 quarter
Welspun India reports net loss of Rs 2.86 crore in the March 2008 quarter
Bank of Rajasthan net profit rises 20.80% in the March 2008 quarter
Kamat Hotels India net profit declines 45.70% in the March 2008 quarter

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Indiaearnings.com

Educomp FY08 cons net profit at Rs 70.6 cr
Nagarjuna Construction Q4 net profit at Rs 52.63 cr
Sun Pharma Q4 cons net profit at Rs 723 cr
Deepak Fert Q4 FY08 PAT at Rs 31.3cr
Tata Tea Q4 cons net profit at Rs 113 cr
Colgate Q4 net profit up at Rs 55.6 cr

Punj Lloyd FY08 cons PAT up at 358.42 cr
Dabur Pharma FY08 net profit at Rs 98.6 cr
Sobha Dev FY08 net profit up at Rs 228.3 cr
Pricol Q4 net profit at Rs 5.25 cr
Cinemax India Q4 net profit at Rs 1.31 cr
Aegis Logistics Q4 net profit at Rs 12.03 cr

Tamil Nadu Newsprint Q4 net profit at Rs 27.38 cr
Datamatics Tech Q4 net profit at Rs 7.2 cr
Ipca Labs FY08 net up at Rs 141 cr
Orchid Chem cons FY08 net up at Rs 175.34 cr
Monsanto India Q4 net profit at Rs 12.55 cr
HPCL Q4 net profit at Rs 384.5 crore

JM Financial Q4 net profit at Rs 100.06 cr
Hindustan Dorr-Oliver Q4 net profit at Rs 9.48 cr
ICRA Q4 net profit at Rs 8.24 cr
Emami Q4 net profit at Rs 34.95 cr



Source: www.indiaearnings.com www.capitalmarket.com . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information. And viewers are requested to verify all results with NSE,BSE websites.
http://www.nseindia.com/marketinfo/companyinfo/online/resultslist.jsp and http://www.bseindia.com/qresann/compres.asp

Worst not over for Nifty?

Worst not over for Nifty?

For most retail investors, having got used to an extended bearish phase, Monday’s session was just another bad day. But technical indicators and data in the derivatives segment suggest there is more to it. And the ease with which the 50-share Nifty index crashed below the 4,800 mark — viewed as a strong support till now — may be a sign of even worse things to come. Going into Monday’s session, there was a huge build up of over 64 lakh shares in the 4,800 June put option contract.

This itself indicates that the writers of those put options were confident that the index would not fall below that mark. Just how big a support level 4,800 was being viewed as can be made out from the fact that the build-up in any other option contract of the June series was not even half of that. This huge build-up at the 4,800 put was primarily responsible for the put-call ratio of option contracts (expiring in June), rising to an unusually high level of 1.95. Even after Monday’s sell-off, the 4,800 put continues to see a build-up of over 61 lakh shares and the June put-call ratio has come down just marginally to 1.74.

On a historical basis, this points to a highly over-bought market, ready for a steep correction. With the correction having already started and things poised as they are, this simply suggests that the pain may have just started. Even Nifty June future contracts validated this as they added close to 20 lakh shares in open interest to end Monday’s session at a discount of 17.3 points — a clear reflection that fresh short positions have opened up below 4,800. That the discount on Nifty futures hardly narrowed down over that on Friday further suggests that bears were in no hurry to cover their short positions despite the significant fall on Monday.

The plunge below 4,800 has even more significance if you go by technical charts. After the carnage in January this year, the first significant bottom that the Nifty had made was at around the 4,800 mark on February 11. Even the 61.8% fibonacci retracement of the entire rally from the bottom made on March 18 to the intermediate top made on May 2 is at around 4,775. That the Nifty had found support at around 4,800 even during the late sell-off last Thursday had only created further hopes that the 4,800 mark will, in all likelihood, hold. But those hopes were belied on Monday as the Nifty broke through 4,800 as a hot knife through butter. The convincing break of all these strong supports means that the Nifty will probably now go on to taste, at least, its lows that it made in March.


Source: www.Theeconomictimes.com . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

ET Headlines

Slowdown, falling mkt demolish realty stocks
FIIs bet on macro-economic themes
India's April exports up 31.5%
Vodafone offers $2.47 bn to Telkom
Dabur in non-life JV with Liberty Mutual

Bajaj insurance richer than parent
M&M sales up 13 per cent in May
Hyundai domestic sales up 47.27 pc in May
Maruti Suzuki sales up by 16.2%
TVS Motor reports 4 pc growth in sales for May

Crompton Greaves acquires French firm
Emami prices Zandu open offer at Rs 7,315/share
India loses top investment destination slot to Vietnam
RBI wants tighter rules for some financial firms
Panic selling on election fears pulls down equities

PSL gets $418 mn pipes order in the US
Nagarjuna Construction gets orders worth Rs 250 cr
IVRCL Infra bags Rs 838-cr order from ONGC
Bennet, Coleman picks up 2.55 lakh eq shares of Lotus Eye Care
Worst not over for Nifty?


Source: The Economic Times.

Rediff, Moneycontrol Stories

Rediff.com

'Indian tortoise will win the race'
Sensex down 352 points
Why oil prices are rising
8 mn telephone users added in Apr
Fuel price: PM seeks consensus
Petro price hike on June 5?
Air fares set to go up by 8-10%
Tatas hike car prices by up to 3%
Oil firms’ losses at Rs 650 cr/day
Slowdown hits India Inc’s profits

Achievers
'My work instills self-confidence in people'
Working from home she runs a Rs one crore company
The waiter who will be an IAS officer


Moneycontrol.com

FII outflows could send mkts to Jan lows: HSBC
Inflation may hit double-digits soon: MS
India growth story still strong: IDFC PE
Hot picks from next outperforming sector
Gokul Refoil to list on June 4
Jet, Kingfisher, Deccan, Indian hike fuel surcharge
M&M plans Turkish foray
Mkts to see 14k, recover by July-end: Astro predic...


Source: www.Theeconomictimes.com http://www.moneycontrol.com/ . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

02 June 2008

Economic Times Headlines

Anil Ambani group looks for presence in Gulf region
ICICI Bank targets 35 pc corporate credit growth
Yes Bank's take-over value could exceed $2.5 bn by 2010
QNB ties up with India's HDFC Bank
Alstom, Bharat Forge plan $500-mn power JV

SAIL replaces TCS as the highest wage payer in 2007-08
Services cos allowed to raise $100 mn abroad
Govt to impose 15 pc export duty on iron ore
Europe's Nogard to buy 9.5% in Fortune Fin
Technically speaking: Market's climbing a wall of worry


Specials
Investor's Guide

In India, the slick's showing / Prospects of vegetable oil industry look bullish
Vietnam: First domino in asia? / Techno wrap: Two-way street
Things can only get better now
Stocks are back in the limelight, here lies the catch..
Does oil sector offer smart investment opportunities in present times?
Bull's Eye /Micro Inks: Painting the town red
Derivatives diary: Confusion galore
Sugar cos: Sweet smell of success
GE: An attractive investment bet
Oil sector offers investment opportunities


For more @ http://economictimes.indiatimes.com/headlines.cms


Source: www.Theeconomictimes.com http://www.moneycontrol.com/ . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

India's fastest growing companies : Business Today

Business Today presents an annual listing of India Inc.'s fastest growing large, mid-size and small companies based on their revenues.

India's fastest growing companies

India's fastest growing mid-sized companies

India's fastest growing small companies



Source: http://businesstoday.digitaltoday.in . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

Deadpresident Blog Updates, Reports

Most Popular Pages - June 1 2008
Weekly Watch - June 1 2008
Grey Market - Bafna, Anus, Niraj Cement, Gokul Refoils
India Strategy - June 1 2008


Gujarat Gas / ITC Ltd / Punj LLoyd
IT Picks / Murdeshwar Ceramics / GSPL
Gateway Distripaks / Larsen & Tourbo / IVRCL
ACE / Tanla Solutions / Thermax
Gemini Communications / Indraprastha Gas / Sun Pharma




Source: http://www.deadpresident.blogspot.com . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

01 June 2008

Times Buys Virgin Radio, Sterlite Acquires Asarco

Times Group buys UK's Virgin Radio for Rs 448 cr

In its first-ever overseas acquisition in the media space, The Times Group has acquired Virgin Radio Holdings Ltd (http://en.wikipedia.org/wiki/Virgin_Radio) and its subsidiaries in the UK from SMG Plc for a consideration of £53.2 million (around Rs 448.4 crore). Virgin Radio, a music channel which operates under an FM licence in London and an AM licence in the rest of the UK, was acquired by TIML Golden Square Ltd, a wholly-owned subsidiary of Bennett Coleman & Company Ltd (BCCL), owners of leading media brands in India such as The Times of India and The Economic Times.

More @Times Group buys UK's Virgin Radio for Rs 448 cr
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Sterlite acquires Asarco for record $2.6 billion

Sterlite Industries (India) on Saturday announced the acquisition of Asarco Llc(http://en.wikipedia.org/wiki/Asarco) , a Tucson-based copper mining, smelting and refining company, for $2.6 billion in cash. This is the largest overseas purchase by an Indian company this year, overtaking Tata Motors’ acquisition of the marquee brands, Jaguar and Land Rover, from Ford for $2.3 billion. Post the deal, Sterlite will become the world’s third largest copper miner with a combined capacity of 650,000 tonnes a year. Sterlite Industries, a part of the Vedanta group, signed a definitive agreement with Asarco to this effect on Saturday morning. The transaction, expected to be funded by internal accruals and borrowing, is subject to US Bankruptcy Court approval. Sterlite expects to conclude the formalities by September-October.
More@Sterlite acquires Asarco for record $2.6 billion


Other News:
Deal or no deal, India Inc is in the news
5 Indians among seven outsourcing billionaires: Forbes



Source: www.Theeconomictimes.com . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

India GDP: 9 per cent in 2007-08..Cheers....

Robust agri growth pushes GDP to 9 per cent in 2007-08

Buoyancy in agriculture has pushed the economic growth to 9 per cent, up from 8.7 per cent estimated earlier, even as the performance of manufacturing sector deteriorated. "The upward revision in the GDP growth rate is mainly on account of the revision made in the estimated production of agricultural crops by the Department of Agriculture and Cooperation," the government said in revised estimates of GDP.
The agricultural and allied activities grew by 4.5 per cent, compared to earlier estimates of 2.6 per cent, while the manufacturing sector growth has been lowered to 8.8 per cent from 9.4 per cent. Going by the revised estimates, India's GDP growth stood at nine per cent in 2007-08, compared to 9.6 per cent registered in the previous fiscal.
GDP Growth Stories from other sources:
Source: www.Theeconomictimes.com http://www.moneycontrol.com/ . We thank (will be grateful to) the owners of the above articles/sites/sources/Govts for allowing/referring this. We are just providing the link/information of business updates from the leading sources for the benefit of readers. Viewers are strictly advised to take own decision in Stock buying and make verification about the information. Blog is not responsible for any faulty information.

Sai72Stocks Vs Nifty,Sensex

Sai72Stocks Vs Nifty,Sensex