Markets at a glance

STOCK MONITOR

1 week1 month1 year BSE Sensex6633.760.236.6011.50 S&P CNX Nifty2082.050.206.6610.07 BSE-1003585.450.526.5116.60 BSE-200891.660.966.6217.18 BSE-5002811.461.206.9320.73 CNX Mid-cap 2002783.903.1310.1664.57 CNX Nifty Junior4382.900.335.1025.99 S&P CNX 5001817.501.076.5420.16 FII Net inflows (Rs cr)*176.60879.904452.6039031.40 MF Net inflows (Rs cr)*49.7364.15120.15-1056.42 BSE turnover (Rs cr)@2479.782247.582272.192009.05 NSE turnover (Rs cr)@5143.705096.015182.334519.30 Sensex P/E@15.8415.8016.0819.11   BSE-Auto2888.022.055.4910.90 BSE-Bankex3771.801.619.8523.31 BSE-Cap. Goods3188.394.5011.3241.27 BSE-Cons Durable1610.549.4610.4345.20 BSE-FMCG1107.41-2.356.993.97 BSE-Healthcare2674.87-0.22-2.7015.36 BSE-IT Sector2615.941.276.1135.01 BSE-TECk1716.710.785.2334.89 CNX IT2871.750.055.34-87.01 BSE-Metal6404.930.9014.3328.09 BSE-Oil & Gas3164.741.793.791.23 BSE-PSU4390.340.896.3213.69   Nasdaq2076.66-0.48-0.14-0.62 Dow Jones10796.010.752.270.54 MSCI World1163.300.611.528.18 MSCI Emgerging Markets553.840.466.0415.47 MSCI Emerging Asia238.10-0.256.055.54 Rs/$43.810.850.07-3.20 Brent Crude (spot)$/Bbl43.971.581.7043.82 * Figures for week, month and year are cumulative flows. @ Daily average turnover/Sensex P/E as on date, week-, month- and year-ago.  Reliance Industries was the biggest contributor to the Sensex, followed by ICICI Bank and Infosys. On the other hand, apprehensions on a dismal result from FMCG major HLL caused it to lose 6.3 per cent and wipe off 23.68 points from the index.  HDFC witnessed profit-booking after last week's gains and shaved off 13.81 points from the index followed by Bharti Tele and Ranbaxy. FII inflows continued to trickle in at Rs 176.6 crore but was a far cry from the Rs 489.30 crore last week.  Sectoral indices were largely positive with the exception of the BSE FMCG and Healthcare. Apart from HLL, dismal performance by ITC, Ranbaxy and Cipla kept these indices depressed.  On the other hand, expectations of a reforms-oriented Budget propped up stocks in automobile and banking sectors which was the reason behind the BSE auto and banking indices being the major gainers last week. Tata Motors, Maruti Udyog, ICICI Bank, HDFC Bank and Bajaj Auto were the star performers in the sectors.  US markets also ended on a lacklustre note with the indices ending with marginal losses. On the results front, Dell missed analysts expectations and posted rather dismal results. Investors were known to have pumped $4.64 billion of inflows into non-US equity funds while they have pulled $1.58 billion out of US equity funds.  Emerging markets had a good week with strong inflows into emerging market equity funds being disbursed between the component fund groups - GEM, Asia ex-Japan, emerging Europe, Middle East, Africa (EMEA) and Latin America funds.  What to expect this week?  Expectations about the Budget seem to be hotting up. With no major corporate announcements or results expected this week, markets continue to look forward to the Budget. Brokers feel that market sentiment remains upbeat amid healthy earning growth from the corporate sector and market valuations remain reasonable.  They say action may continue to be stock-specific although some mid-caps look overbought and may see selling come into them.