Global Cues & Indian Markets

koshyssj · #1 1st August 2007, 09:49 PM

Friends
i am starting this new thread to have a discussion between the members of this forum regarding the behaviour of indian markets in relation to the global cues. i request all seniors to join in and discuss in length...

meanwhile, dow and nasdaq is trading in green now and if it ends in green, indian markets will stage a smart recovery tomorrow.....
regards
koshy

koshyssj · #2 1st August 2007, 10:07 PM

Dow is going stronger now... so recovery for indian markets tomorrow.......

manish_life · #3 1st August 2007, 10:50 PM

plz tell me the name of ur form in which u tell about the indivisual stocks

or jo app market forcast main nifty ka level dete hain wo spot ke hote he ya future ke

uasish · #4 1st August 2007, 10:56 PM

There is now a tendency to look at US.It is coincidental that most of the world Mkts are in similar Wave pattern hence there movements some times resembels,this is also True that like "Infy Result" ;Dow / HangSeng / Nikkei also changes the general sentiment.
The question is Did our Charts Foretell the Fall ? Did our members where relatively prepeared for Friday's Fall.In the Risk of being ridiculed i would say 'Yes we where anticipating'.Let me draw your attention to Sunil's Thread ,where Rajaram was trying to Warn us with PE ,which never could cross 21.05 levels ,Sunil's A/D ,presented chartically.A 19yr member in Chat Room was telling that his Neural Algo was predicting (-)ve ,all these happened before Friday.
Even on last Hrs of Thursday's Rally seemed doubtfull to atleast 1 of our member.
As Thursday being last day of Derivative closing ,many Fut players had Thin exposure on Friday ,which they Dumped ,in Mkt order ,at few mins of opening & walked out with manageable minor loss ,in case of Longs.
Hence looking at our charts & listening with our ears on Floor would help us more,but still one can not ignore Dow as 1 can not ignore TA.

kkseal · #5 2nd August 2007, 01:32 AM

This is primarily because the current bull mkts are driven not just by growth but also by liquidity. While growth may be localized and nonuniform liquidity today is truly globalized. So a squeeze in one part of the globe affects the flow to all other parts. If a Morgan stanley or Lehman bros suffer in the US due to sub-prime lending woes it affects their investment (& hence overall money flow) to EMs like India. Simillar fallouts happen if int rates go up or the currency appreciates in one part. In other words choking of the global liquidity 'pipe' in one area (due to whatever reason) affects its flows to all other parts.

Regards,
Kalyan.

DWeeP · #6 2nd August 2007, 06:35 AM

Quote:

Originally Posted by kkseal

This is primarily because the current bull mkts are driven not just by growth but also by liquidity. While growth may be localized and nonuniform liquidity today is truly globalized. So a squeeze in one part of the globe affects the flow to all other parts. If a Morgan stanley or Lehman bros suffer in the US due to sub-prime lending woes it affects their investment (& hence overall money flow) to EMs like India. Simillar fallouts happen if int rates go up or the currency appreciates in one part. In other words choking of the global liquidity 'pipe' in one area (due to whatever reason) affects its flows to all other parts.

Regards,
Kalyan.

Absolutely right.
Now we r in a world of Globalization.
Everything has a effect on another.

jatayoo · #7 2nd August 2007, 07:15 AM

Quote:

Originally Posted by kkseal

This is primarily because the current bull mkts are driven not just by growth but also by liquidity. While growth may be localized and nonuniform liquidity today is truly globalized. So a squeeze in one part of the globe affects the flow to all other parts. If a Morgan stanley or Lehman bros suffer in the US due to sub-prime lending woes it affects their investment (& hence overall money flow) to EMs like India. Simillar fallouts happen if int rates go up or the currency appreciates in one part. In other words choking of the global liquidity 'pipe' in one area (due to whatever reason) affects its flows to all other parts.

Regards,
Kalyan.

THE nASDAQ BASICALLY FLIRTED IN THE RED and made a close in the green in the last half hour of trading.I am not convinced by this behaviour.
The nikkei opened in the green but appears to be slipping.Let's see where it is in about another 1 hour.
A third hedge fund has reportedly gone bust due to the sub prime mortgage exposure it had taken.The loss is $900 million.God knows what losses these hedge funds are still sitting on.
One thing is clear is that they can make good their losses from investments in the emerging markets that have run up up up.
If i were a Hedge Fund manager I would certainly like to make good these losses and take my money home.
The only question is to what extent.

koshyssj · #8 2nd August 2007, 07:44 AM

Quote:

Originally Posted by manish_life

plz tell me the name of ur form in which u tell about the indivisual stocks

or jo app market forcast main nifty ka level dete hain wo spot ke hote he ya future ke

dear manish
i am giving levels for nifty spot only..
till now, i've not started specific threads to discuss about individual stocks except for IFCI & Reliance Energy..
regards
koshy

dhiru19 · #9 2nd August 2007, 07:47 AM

The way asian markets are behaving it would not be advisable to initiate long position at the gap up opening. wait for it to come down.

koshyssj · #10 2nd August 2007, 07:52 AM

Quote:

Originally Posted by dhiru19

The way asian markets are behaving it would not be advisable to initiate long position at the gap up opening. wait for it to come down.

exactly... if anybody has got loss yesterday take advantage of the dead cat bounce, minimise the losses...

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