The yield on the 10 Yr G-sec has again started to rise after a sharp fall last month due to the OMOs conducted by RBI in order to increase liquidity in the market. The downside was also supported by significant Net FII inflows into the debt market earlier this year. However, recently, FIIs have been net sellers in the debt segment as the fundamentals of India have deteriorated significantly as observed amongst recent domestic economic data. Moreover, RBI� decision of not conducting OMOs in the current week has stimulated the up side rally in yields.
With today� IIP data coming below market expectations, focus will turn towards the release of headline WPI data next week. Expectations are for inflation to ease down to 6.70% as compared with prior monthly reading of 7.47%. Should the data come in line with market expectations, it would give room for the RBI to consider cutting benchmark interest rates, which in turn could support yields to inch lower.
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5 Best India Stocks To Own For 2014: (TCS.NS)
Tata Consultancy Services Limited provides information technology (IT) services, business solutions, and outsourcing services primarily in the Americas, Europe, and India. The company offers IT services, including custom application development and management, migration and re-engineering, system integration, testing, and performance engineering; and IT infrastructure services comprising IT service desk, data center and end user computing services, application management services, managed security services, converged network services, enterprise system management, IT service management, and transformation solutions. It also provides enterprise solutions consisting of supply chain and customer relationship management, as well as RFID, call management, Oracle, Microsoft, and SAP; and consulting services. In addition, the company offers business process outsourcing services; platform BPO solutions; business intelligence and performance management; engineering and industrial s ervices; assurance services; asset leveraged solutions; and eco-sustainability services, as well as various services to small and medium businesses. Further, it provides various software products, which include financial solutions under TCS BaNCS brand name; technology products; and other products for enterprises in the insurance, health, and life science industries. The company serves banking and financial services, energy, resources, utilities, government, health care and life sciences, high tech, insurance, manufacturing, media and information services, retail and consumer products, telecom, travel, transportation, and hospitality industries. It has strategic partnership with Alcatel-Lucent, Cisco, EMC, Google Enterprise, HP, IBM, Microsoft, Oracle, NetApp, RIM, and SAP, as well as with JDA Software Group, Inc., Sun Microsystems, Inc., and Xerox Corporation. The company was founded in 1968 and is based in Mumbai, India. Tata Consultancy Services Limited is a subsidiary of Tata Sons Limited.
5 Best India Stocks To Own For 2014: (SOTL.NS)
Savita Oil Technologies Limited manufactures and sells petroleum products in India and internationally. The company?s products include transformer oils, liquid paraffin and white oils, lubricating oils/greases, petroleum jellies, optic fiber cable filling compound, emulsifiable polyethylene wax, and waxes, as well as specialty wax emulsion for leather finishing, water based paints, and printing inks. It also generates and sells wind power. The company, formerly known as Savita Chemicals Limited, is based in Mumbai, India.
Best Industrial Disributor Companies To Buy For 2015: (GSPL.NS)
Gujarat State Petronet Limited operates as a natural gas transmission company in India. The company develops energy transportation infrastructure and connects natural gas supply sources, including LNG terminals to various markets in Gujarat. Its transmission network consists of a medium-to-high pressure natural gas transmission grid comprising approximately 1874 kilometers of pipeline network that transports approximately 35 million metric standard cubic meters per day of natural gas. The company serves power, fertilizer, steel, chemical plants, and distribution companies. It also engages in generation of electricity through windmills. Gujarat State Petronet Limited was founded in 1998 and is based in Gandhinagar, India.
5 Best India Stocks To Own For 2014: (TATASTEEL.NS)
Tata Steel Limited manufactures and sells steel products in India and internationally. The company provides steel products to vehicle manufacturers and component suppliers, and aerospace sector; structural frames, infrastructure, building envelope, and internal fit out application products used for heating and ventilation, and partition walls; hot rolled coil products and high-gloss pre-finished steel perforated blanks primarily for use in domestic appliances, lighting, furniture and office equipment, racking and shelving, battery cases, bake-ware, enamel-coated applications, and decorative pre-finished metals; hot rolled and cold rolled sheets, wire rod and wire, sections, plate, bearings, and tubes for engineering companies; agricultural implements; wire products for use in farming and fencing; and engineering services, including testing, erection, and commissioning, and business consulting services. It also offers tinplate, ECCS, and Protact polymer-coated steel product s for canmaking industry; formable steels for large and intermediary steel drums, and small pails for industrial packaging sector; strip and coil, quenched and tempered plate, and special profiles for track shoe and forklift masts, as well as engineered steel bars and tubes for lifting and excavating sector; welded pipeline packages and prefabricated structural products for wind, and oil and gas structures; light fabricated systems for solar farm foundations; semi finished steel components for drilling and power generation; plates, bulb flats, angles, tubes, sections, and bars for shipbuilding; rail sections sizes, steel sleeper, noise reduction systems, other specialised track, and rail products for rail sector; steel plate and sections, armoured steel, blast protective structures, perimeter security, and anti-attack vehicle barriers, as well as engineering consultancy and solutions to defense and security sector. The company was founded in 1907 and is headquartered in Mumb ai, India.
5 Best India Stocks To Own For 2014: (NIIT.BO)
NIIT Limited provides information technology (IT) learning solutions for individuals, enterprises, schools, and colleges worldwide. It offers instructor-led and computer-based training, and e-learning programs, such as GNIIT for IT careers; NIIT Edgeineers, a program for engineering graduates and IT professionals; NIIT GlobalNet+, a program on networking and infrastructure management; degrees in alliance with universities; SWIFT for Internet and IT literacy; bioinformatics and educational technology programs; executive management programs for working professionals; training programs for financial services sector; NIIT Uniqua that provides training programs for workers in the business and technology services industry; training.com, an e-Learning Web site; and industry linked joint programs in IT and management sciences, as well as facilitate scholarship programs and IT aptitude test. The company also provides enterprise learning solutions, such as instructor-led and e-learn ing training in IT and soft skills; advisory services; custom content development; application and process rollout training; learner management systems; learner support services; a suite of catalogue products from Element K; assessment and testing services; English language testing, assessment, and training services. In addition, it offers services for colleges and universities, including curriculum design, in-campus learning delivery, and learner and faculty support services. Further, the company provides NIIT eGuru, a school learning solution that includes interactive classrooms; Math lab, a mathematics laboratory for schools; IT Wizard that equips the students with computer knowledge and IT skills; Quick School, an education resource planning solution for school management; and Mobile Science Lab, a portable computerized science laboratory. Additionally, it operates career development centers and other learning centers. NIIT Limited was founded in 1981 and is based in Gur gaon, India.
5 Best India Stocks To Own For 2014: (SUZLON.NS)
Suzlon Energy Limited engages in the design, development, manufacture, and supply of wind turbine generators in the Americas, Asia, Australia, and Europe. The company?s product portfolio includes drive systems, annular generators, and grid connection systems, as well as towers and foundations comprising tower constructions, tubular steel towers, precast concrete towers, and foundation constructions. It also involves in the sale/sub-lease of land; infrastructure development; sale of gear boxes, and foundry and forging components; and power generation operations. In addition, the company offers land sourcing and permitting, wind resource assessment, and erection and commissioning services, as well as operations and maintenance services for projects. Suzlon Energy Limited was founded in 1995 and is based in Pune, India.
5 Best India Stocks To Own For 2014: (POLARIS.NS)
Polaris Software Lab Limited, a financial technology company, provides software solutions for core banking, corporate banking, wealth and asset management, and insurance sectors. Its products include Intellect Universal Banking, a core banking platform that enables banks to serve markets through various channels; Intellect Consumer Finance Platform, a loan life cycle management solution, an integrated front, middle, and back-office solution for managing wealth management life cycle; Intellect Cards Platform, a credit card application; Intellect Portals, an Internet banking platform; Intellect Cash and Liquidity, a liquidity management software; Intellect Treasury, a web-based software that meets treasury requirements in the areas of fixed income, forex, money markets, derivatives, and risk management; Intellect Business Process Studio, a process automation solution; and Intellect Securities Services, an integrated custodial services solutions. The company also offers servi ces, including enterprise applications and technology platforms, such as Infor BaaN, Siebel, SAP, Business Objects, and IBM technologies; and global shared services, application maintenance and support, full lifecycle implementations, package rollouts, migration / version upgrades, custom application development, and integration services. In addition, the company provides performance engineering services; domain, domain led technology, and domain led validation services; IT enterprise managed services; and business process outsourcing services. It sells its products in the United States, Europe, Asia Pacific, India, and the Middle East. The company was founded in 1993 and is headquartered in Chennai, India.
5 Best India Stocks To Own For 2014: (TECHM.NS)
Tech Mahindra Limited provides information technology (IT) services to the telecommunications industry worldwide. Its IT solutions comprise consulting services, such as strategy planning, assessment, procurement, and re-engineering solutions, as well as planning, audits, and best practices; system integration and transformation services; managed services, including application management, infrastructure management, revenue management, and mobile virtual network enabler services; application development, maintenance, and support services; B/OSS solutions; and business intelligence and data management solutions. The company also offers network solutions and services, including network lifecycle, network integration and testing, data quality management, managed network, and network solutions; and infrastructure management services comprising data centre, managed network, application support, and end user services. In addition, it provides security services, such as security g overnance and compliance, application security consulting, network and system security, business continuity and DR consulting, identity and access management, managed security, security products, and cloud security solutions; business process outsourcing (BPO) services, including customer relationship management, F and A, data analytics, and human resources and enterprise management; value added services comprising enterprise mobility, content, and embedded services; and product engineering services consisting of signaling and switching, wireless infrastructure, hardware and embedded systems, and network management, as well as access, datacom, and transport. Further, the company offers business process management, cloud computing, SAP, and applications testing services, as well as portal solutions. It serves telecom service providers, telecom equipment manufacturers, BPOs, independent software vendors, and non telecom vertical customers. The company was founded in 1986 and i s based in Pune, India.
5 Best India Stocks To Own For 2014: (WIPRO.NS)
Wipro Limited provides information technology (IT) products and services, and consumer care and lighting products primarily in India, the United States, and Europe. The IT Services segment provides IT and IT enabled services, including software application development, application maintenance, research and development services for hardware and software design, data center outsourcing services, and business process outsourcing services. The IT Products segment sells a range of personal desktop computers, servers, and notebooks. This segment provides computing, storage, networking, security, and software products. It also acts as a value added reseller of desktops, servers, notebooks, storage products, networking solutions, and packaged software for various brands, as well as delivers hardware, software products, and other related deliverables. This segment serves enterprises in the government, defense, IT and IT-enabled services, telecommunications/telecom service providers , manufacturing, and banking sectors. The Consumer Care and Lighting segment manufactures, distributes, and sells personal care products, baby care products, lighting products, and hydrogenated cooking oils. It provides products in the toilet soaps, toiletries, deodorants, wellness, skincare, and hair care categories; and commercial lighting, office modular furniture, and security solutions. The company also manufactures cylinders and truck hydraulics; distributes hydraulic steering equipment and pumps, motors, and valves for international companies; and provides water solutions business, as well as provides consulting on renewable energy solutions. Wipro Ltd. has a strategic partnership with Red Hat, Inc. Wipro was founded in 1945 and is headquartered in Bangalore, India.
5 Best India Stocks To Own For 2014: (PATNI.NS)
Patni Computer Systems Limited, an information technology (IT) services company, provides a range of IT services through integrated onsite and offshore delivery locations. Its services include IT strategies development, system consulting and design, application development, application maintenance and support, packaged software implementation, quality assurance, infrastructure management, business process outsourcing, IT outsourcing, and OSS and BSS systems deployment services. The company offers IT services primarily to customers in insurance, manufacturing, retail, distribution, financial services, communications, media, and utilities industries. It also offers product engineering services, including engineering design and modeling, electronic design, embedded software development, and product lifecycle management for legacy products, as well as testing and migration services for new technologies to clients in electronics, automotive, medical electronics, industrial auto mation, office automation, handheld/mobile device manufacturing, and semiconductor manufacturing industries. The company operates in North America, Europe, India, and Japan, as well as in the rest of the Asia-Pacific region. Patni Computer Systems Limited was incorporated in 1978 and is headquartered in Mumbai, India.
5 Best India Stocks To Own For 2014: Dr. Reddy's Laboratories Ltd(RDY)
Dr. Reddy?s Laboratories Limited, together with its subsidiaries, operates as a pharmaceutical company. It produces finished dosage forms, active pharmaceutical ingredients and intermediates, and biotechnology products. The company also conducts research in the areas of cancer, diabetes, cardiovascular, inflammation, and bacterial infection. In addition, it involves in the contract manufacture generic prescription and over-the-counter products for branded and generic companies in the United States. The company primarily focuses on therapeutic categories of cardiovascular, diabetes management, gastro-intestinal, and pain management. It markets its products in India, the United States, Europe, and the Russian Federation. The company has a co-development and commercialization agreement with Rheoscience A/S for the development and commercialization of Balaglitazone/DRF 2593, a partial PPAR-gamma agonist for the treatment of type 2 diabetes; an agreement with ClinTec Internatio nal for the development of an anti-cancer compound, DRF 1042; collaboration with the National Cancer Institute in Maryland; and an agreement with Argenta Discovery Limited for the joint development and commercialization of a novel approach to the treatment of chronic obstructive pulmonary disease. It also has an agreement with 7TM Pharma for drug discovery collaboration on selected drug targets; and an agreement with GlaxoSmithKline plc to develop and market pharmaceuticals for the treatment of cardiovascular disease, diabetes, oncology, gastroenterology, and pain management. Dr. Reddy?s Laboratories Limited was founded in 1984 and is headquartered in Hyderabad, India.
Advisors' Opinion:- [By Ben Levisohn]
Teva has dropped 7.7% to $37.85 today at 3:23 p.m. but doesn’t seem to be spreading though the generic drug space. Taro Pharmaceuticals (TARO) ha gained 1.1% to $79, while Actavis (ACT) has gained 1.2% to $156.25 and Dr. Reddy’s Laboratories (RDY) has advanced 1% to $40.24. Mylan (MYL) has dropped 0.7% to $38.40.
5 Best India Stocks To Own For 2014: (NEPCMICON.NS)
NEPC India Limited engages in the manufacture and sale of wind turbine generators and solar dual power machines in India. The company offers wind turbine generators with capacities ranging up to 225/40 KW, 250/50 KW, 400/100 KW, and 750/180 KW. It also provides solar dual power modules, solar inverters, and UPS for plants. The company?s solar power systems bridge the gap between the grid and the consumer points. It primarily serves small and medium category consumers, as well as utility and energy sectors. NEPC India Limited was founded in 1986 and is based in Chennai, India.
5 Best India Stocks To Own For 2014: (EPIC.BO)
Epic Energy Limited provides energy management solutions in India and internationally. It operates in two divisions, Energy Conservation, and Solar and Wind Energy. The Energy Conservation division principally offers power conditioner and energy saver that reduces the unbalance current and the neutral current, and neutral shifting problems in the transformers, as well as reduces the system current and ensures that the impedance matching is achieved for the load, and accordingly the optimum power is transferred. The Solar and Wind Energy division provides solar products, including solar water heaters, solar lanterns, and solar street lights, as well as solar inverters, solar radio plus torches, solar cool caps, and solar fans, and solar home generators; and wind products, including wind solar hybrid for remote power solutions. This division caters to energy needs of remote households, street lighting, telecommunication, and defense sectors. In addition, Epic Energy offers v arious services, including design, supply, and implementation of SCADA for power utilities and process industries; energy and power quality solutions; energy audit services; and custom products and systems for automatic meter reading. The company was founded in 1991 and is based in Mumbai, India.
5 Best India Stocks To Own For 2014: Sify Technologies Limited(SIFY)
Sify Technologies Limited provides enterprise and consumer Internet services primarily in India. The company offers various corporate network/data services comprising e-commerce and network connectivity solutions, such as end-to-end services network, application, and security services; voice origination and termination services; co-location and managed hosting services; and system integration services for data centre build, hardware distribution, security solutions, and turnkey projects. It also provides application services, including SLEMS and Microsoft Exchange messaging platforms; I-test for online assessment and LiveWire, which enable management of training processes across the organization; document management system for the management of documents electronically; and Forum, a forward supply chain solution. In addition, the company operates e-Ports that offer browsing, chat, email, gaming, utility bill payment, travel ticketing, hotel booking, mobile recharge, Intern et telephony, and online share trading services; and portals, which provide news, views, reviews, interactions, and services in the areas of movies, sports, finance, food, videos, astrology, online games, shopping, and travel, as well as offers content offerings and broadband services. Further, it provides infrastructure management services, such as network management, datacenter and helpdesk outsourcing, desktop and storage outsourcing, IT security outsourcing, LAN and WAN outsourcing, database and telecom outsourcing, and application monitoring and management services to automotive, chemical, media, and financial enterprises; and virtualization design, integration, and deployment services for servers, storage, networks, and end user clients. Sify has approximately 1,278 e-Ports in 200 towns and cities; and serves 1,06,000 broadband subscribers through 1500 cable TV Operators. The company, formerly known as Sify Limited, was founded in 1995 and is based in Chennai, India.
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