Its now another fresh week to start with.Mixed reactions are coming from markets around the world.On Nov 30th,Dow closed marginally up while Nasdaq was down a bit.Coming to the Asian markets Nikkei 225 was down 0.25% while writing this post.But Hang Seng and Straits Times are both trading up by around 1%.So it will be interesting to watch how the Indian markets react to this.

On the last trading day of the week sensex was up by 360 points or 1.86%.Most of the front line stocks closed higher on that day.The market sentiments are bullish on the Infrastructure space for now.And it is expected that this sector is going to out perform the markets in the coming days.With crude oil prices rising,the foreign investors are withdrawing their money partially from the Indian markets owing to price rise and slow growth rate due to this.Already we wrote about the GDP growth rates down this quarter.

But hopefully the market should behave in a positive manner and be at least range bound in the week ahead.The analyst are talking about a few things which shall move the markets up.Its interesting to note that in the last nine years the markets never gave a negative return during Dec-Feb period.More ever it gave a decent average annualized return of over 40%.

Then the next reason is what we have been writing here for sometime about the Fed rate cut,which shall for sure give a boost to the US markets and in turn the Indian share markets too.Finally people are also very speculative during these times and local investors have a positive moods seeing all these factors.So all these could lead to good growth in the share markets.Even though the markets are expected to remain range bound,but the chances of it moving up is more from here on.So lets hope stock markets react the way we are expecting here.

Some long term calls from here would be :

DLF cmp 944
Sterlite cmp 1034
PVR cmp 275
Rel Energy cmp 1738
SBI cmp 2300

Mdium Term calls:

IFCi cmp 94.6
GMR infra cmp 254.5
Cummins cmp 423
SCI cmp 267.4
Hotel Leela cmp 65.2
Welspun Guj cmp 419
Ispat cmp 51.4

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