Tuesday, 29 March 2016

{LONGTERMINVESTORS} Morning Call

 


Dear all,

Markets end marginally lower

Ø  Benchmark indices ended lower on Tuesday amid choppy trades, weighed down by selling pressure in pharma shares with Lupin leading the decline.

Ø  Global risk appetite was weak as investors awaited Federal Reserve Chair Janet Yellen's speech for fresh signals on the outlook for US interest rate hikes.

 Global Macro

Ø  Federal Reserve indicated that only gradual increases in the federal funds rate are likely to be warranted in coming years.

Ø  U.S. consumer confidence index climbed to 96.2 in March from an upwardly revised 94.0 in February.

Ø  U.S. Composite Home Price Index for January was up by 5.7% compared to the same month a year ago.

Ø  Industrial production in Japan fell a seasonally adjusted 6.2% in February of 2016.

  Corporate Buzz

Ø  Sun Pharmaceuticals acquired Novartis' branded drug portfolio in Japan for USD 293mn.

Ø  Reliance Defence and Rafael Advanced Defence Systems Ltd decided to set up a joint venture company in India in the areas of air-to-air missiles, air defence systems and large aerostats.

Ø  Ashok Leyland won orders worth INR 8bn from the Indian armed forces. The company will supply field artillery tractor, super stallion vehicles and ambulance.

Ø  Lupin received a Form 483 observation for its manufacturing plants at Mandideep in Madhya Pradesh by USFDA.

Ø  Standard & Poors Rating Services and Fitch Ratings assigned investment grade 'BBB-' corporate credit ratings with a stable outlook to Adani Transmission Limited  for its proposed issuance of Indian rupee denominated senior secured notes.

Ø  Zydus received final approval from the US drug regulator to market an anti-viral drug Acyclovir capsules (200 mg).

Ø  Alembic Pharmaceuticals is likely to receive some minor observations (as a Form 483) from the US drug regulator for its Panelav facility.

Ø  Aurobindo Pharma received final approval from USFDA to manufacture and market rivastigmine tartrate capsules.

Ø  HDFC Bank announced the launch of Missed Call Mobile Recharge, a simple way to top up prepaid mobile.

Ø  Adani Ports and special economic zone raised INR 5bn through issue of debentures on private placement basis.

Ø  Supreme Court allowed the market regulator SEBI to devise a mechanism to sell 86 properties belonging to the Sahara group to recover dues in the illegal bonds case. 

   Outlook

Ø  Benchmark indices are likely to open on a positive note after dovish speech regarding the outlook for interest rates by Federal Reserve Chair Janet Yellen.

   Link

         Click here to view Morning Call

Regards,

CSEC Research


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