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Market breadth turns negative from positive

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Last Updated : Dec 03 2013 | 11:56 PM IST

Key benchmark indices hovered in negative terrain in afternoon trade. The market was range bound. The market breadth, indicating the overall health of the market, turned negative from positive in afternoon trade. The barometer index, the S&P BSE Sensex, was down 36.65 points or 0.18%, off close to 66 points from the day's high and up close to 35 points from the day's low. Weakness in Asian stocks dampened investor sentiment.

Asian stocks dropped today, 3 December 2013, as signs the US economy is strengthening fueled speculation that the Federal Reserve will soon start tapering stimulus. The US central bank currently buys bonds worth $85 billion a month in a bid to hold interest rates low and encourage economic growth in the world's biggest economy. Fed's bond-buying program has been a source of liquidity for most Asian and emerging markets this year.

Banks stocks dropped after the Reserve Bank of India (RBI) on Monday, 2 December 2013, placed on its website the Draft Report of the Internal Working Group (IWG) on Implementation of Countercyclical Capital Buffer (CCCB) in India. Hero MotoCorp dropped after the company said it has formed a joint venture with Milan-headquartered Magneti Marelli to develop and manufacture new generation two-wheeler fuelling systems.

A bout of volatility was witnessed in early trade as key benchmark indices trimmed losses after a lower opening. Volatility continued as key benchmark indices slipped into the red after reversing initial losses in morning trade. The Sensex regained positive terrain and hit fresh intraday high in mid-morning trade. Key benchmark indices once again slipped into the red in early afternoon trade. Key benchmark indices hovered in negative terrain in afternoon trade.

At 13:15 IST, the S&P BSE Sensex was down 36.65 points or 0.18% to 20,861.36. The index lost 71.28 points at the day's low of 20,826.73 in early trade. The index rose 29.04 points at the day's high of 20,927.05 in mid-morning trade.

The CNX Nifty was down 15.25 points or 0.25% to 6,202.60. The index hit a low of 6,194.25 in intraday trade. The index hit a high of 6,225.40 in intraday trade

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The market breadth, indicating the overall health of the market, turned negative from positive in afternoon trade. On BSE, 1,151 shares dropped and 1,141 shares rose. A total of 156 shares were unchanged.

Among the 30-share Sensex pack, 19 stocks fell and rest rose. Dr Reddy's Laboratories (down 1.81%), NTPC (down 1.43%), ONGC (down 1.04%), M&M (down 1.03%), HDFC (down 0.85%), ITC (down 0.84%), Coal India (down 0.8%) and Bajaj Auto (down 0.62%), edged lower from the Sensex pack.

Jindal Steel & Power (up 4.75%), GAIL (India) (up 1.81%), Hindalco Industries (up 1.6%), Bhel (up 1.57%), Tata Power (up 0.75%), Reliance Industries (up 0.74%) and TCS (up 0.70%), edged higher from the Sensex pack.

Hero MotoCorp fell 0.32% to Rs 2056.30. Hero MotoCorp (HMCL) announced during trading hours today, 3 December 2013, that it has formed a joint venture (JV) with Milan-headquartered Magneti Marelli (MM) to develop and manufacture new generation two-wheeler fuelling systems. The new entity, to be called HMC-MM Auto, is HMCL's first joint venture since commencing its solo journey a little over two years ago. HMCL will hold majority stake of 60% in the new company while Magneti Marelli will hold the rest 40%. There will be a total equity injection of $8.5 million as envisaged by Hero MotoCorp and Magneti Marelli in a ratio of 60:40 over a three-year period. The total investment is likely to be around $27 million over the next 10-year period.

HMC-MM Auto will also develop its own autonomous development centre. As Hero expands its global footprint at a fast pace, this will enable the company to develop products featuring appropriate technology for different customers in geographies across the world, Hero MotoCorp said in a statement. HMC-MM Auto will help build electronic fuel injection (EFI) systems which will offer distinct advantages to the engines used in Hero's two-wheelers, such as adaptability to different working climates, altitudes, improved performance and fuel efficiency, environmental regulations and gasoline blends. Additional functionality such as Immobilisers, traction and slip control, multi map, flexi fuel and multi fuel management etc. will also be available with the above technology, Hero MotoCorp said.

Above all, the joint venture will bring key engine-related technology within the Hero Group, thereby reducing dependence on external vendors, the company said in a statement.

Banks stocks witnessed selling pressure. Bank of India (down 2.99%), Canara Bank (down 1.73%), Kotak Mahindra Bank (down 1.52%), Union Bank of India (down 1.28%), Yes Bank (down 0.65%), HDFC Bank (down 0.61%), IndusInd Bank (down 0.54%), Federal Bank (down 0.44%), State Bank of India (down 0.41%), Bank of Baroda (down 0.31%), Punjab National Bank (down 0.23%) and IDBI Bank (down 0.15%), edged lower.

However, ICICI Bank (up 0.28%) and Axis Bank (up 0.04%), edged higher.

The Reserve Bank of India (RBI) on Monday, 2 December 2013, placed on its website the Draft Report of the Internal Working Group (IWG) on Implementation of Countercyclical Capital Buffer (CCCB) in India. The IWG approached the implementation framework keeping two main issues in mind. First, the structural changes that the Indian economy has been going through should be considered in calibrating the indicator/s for CCCB imposition. Secondly, being an emerging economy, the maximum potential growth may not have been achieved by it so far and hence CCCB imposition should not stifle the possibility of the same.

The draft report on CCCB suggests that while the credit-to-GDP gap shall be used for empirical analysis to facilitate CCCB decision, it may not be the only reference point in the CCCB framework for banks in India and the credit-to-GDP gap may be used in conjunction with other indicators like Gross Non-Performing Assets (GNPA) growth for CCCB decisions in India. The lower threshold (or L) of the CCCB when the buffer is activated may be set at 3 percentage points of the credit-to-GDP gap, provided its relationship with GNPA remains significant and the upper threshold (or H) may be kept at 15 percentage points of credit-to-GDP gap, according to the draft report. The CCCB shall increase linearly from 0 to 2.5 per cent of the risk weighted assets (RWA) of the bank based on the position of gap between 3 percentage points and 15 percentage points. However, if the gap exceeds 15 percentage points, the buffer shall remain at 2.5 per cent of the RWA. If the gap is below 3 percentage points then there will not be any CCCB requirement, according to the draft report.

The supplementary indicators shall include incremental C-D ratio for a moving period of three-years (along with its correlation with credit-to-GDP ratio gap and GNPA growth), Industry Outlook (IO) assessment index (along with its correlation with GNPA growth) and interest coverage ratio (along with its correlation with credit-to-GDP gap). In due course, indices like House Price Index/RESIDEX and Credit Condition Survey may also form a part of the supplementary indicators for CCCB decision, according to the draft report on CCCB. The Reserve Bank of India may apply discretion in terms of use of indicators while activating or adjusting the buffer, according to the draft report. The CCCB framework in India may be operated in conjunction with sectoral approach that has been successfully used in India over the period of time, it said. The same set of indicators that are used for activating CCCB may be used to arrive at the decision for the release phase of the CCCB. However, instead of hard rules-based approach, flexibility in terms of use of judgement and discretion may be provided to the Reserve Bank of India for operating the release phase of CCCB. Further, the entire CCCB may be released promptly at a single point in time, according to the draft report. For all banks operating in India, CCCB shall be maintained on solo basis as well as on consolidated basis in India, it said. The indicators and thresholds used for CCCB decisions may be subject to continuous research and empirical testing for their usefulness and new indicators may be explored to support CCCB decisions, it said.

The Reserve Bank of India on Monday, 2 December 2013, also released on its website the draft framework for dealing with Domestic Systemically Important Banks (D-SIBs). The draft framework discusses the methodology to be adopted by the Reserve Bank of India for identifying the D-SIBs and proposes regulatory/supervisory policies which D-SIBs would be subjected to. The assessment methodology adopted by RBI is primarily based on the BCBS methodology for identifying the Global Systemically Important Banks (G-SIBs) with suitable modifications to capture domestic importance of a bank, the RBI said in a press release. The indicators which would be used for assessment are size, interconnectedness, substitutability and complexity. Based on the sample of banks chosen for computation of their systemic importance, a relative composite systemic importance score of the banks will be computed, the RBI said. The RBI will determine a cut-off score beyond which banks will be considered D-SIBs. Based on their systemic importance scores, banks will be plotted into different buckets. D-SIBs will be required to have additional Common Equity Tier 1 capital requirement ranging from 0.2% to 0.8% of risk weighted assets, the RBI said. D-SIBs will also be subjected to differentiated supervisory requirements and higher intensity of supervision based on the risks they pose to the financial system, the RBI said. The computation of systemic importance scores will be carried out at yearly intervals, the central bank said in a statement. The names of the banks classified as D-SIBs will be disclosed in the month of August every year starting from 2015, the RBI said.

EID Parry India fell 0.99% to Rs 140 after the company said that CRISIL has downgraded credit rating to the company's long term bank facilities and debt programmes to 'CRISIL AA -/ Stable' from 'CRISIL AA/ Negative'. The rating on the company's short term debt and bank loan facilities has been reaffirmed at 'CRISIL A1 +'. CRISIL had assigned its 'CRISIL AA - / Stable' rating to the company's Rs 100 crore non-convertible debentures. EID Parry India made the announcement during trading hours today, 3 December 2013.

In the foreign exchange market, the rupee edged lower against the dollar in choppy trade on broad dollar gains triggered by speculation the Federal Reserve will soon start tapering stimulus after data overnight showed US manufacturing activity unexpectedly climbed last month. The partially convertible rupee was hovering at 62.385, compared with its close of 62.315/325 on Monday, 2 December 2013.

The Reserve Bank of India (RBI) after trading hours on Monday, 2 December 2013, said that based on preliminary figures, India's current account deficit (CAD) narrowed sharply to $5.2 billion or 1.2% of GDP in Q2 September 2013, from $21 billion or 5% of GDP in Q2 September 2012. The CAD was also much lower than 4.9% of GDP in Q1 June 2013, the RBI said. The lower CAD was primarily on account of a decline in the trade deficit as merchandise exports picked up and imports moderated, particularly gold imports. The merchandise trade deficit (BoP basis) contracted to $33.3 billion in Q2 September 2013, from $47.8 billion a year ago. Net invisibles during Q2 September 2013 improved, essentially reflecting a rise in net services exports, the RBI said. Net services exports at $18.4 billion recorded a growth of 12.5% year-on-year in Q2 September 2013, mainly on account of 'computer services'.

Contraction in the trade deficit coupled with a rise in net invisibles receipts resulted in a reduction of the CAD to $26.9 billion or 3.1% of GDP during the period April-September 2013, from $37.9 billion or 4.5% of GDP during the period April-September 2012, the RBI said.

The Eight Core Industries having a combined weight of 37.9% in the Index of Industrial Production (IIP) contracted by 0.6% in October 2013, compared with a growth of 7.8% growth in October 2012, posting lowest growth in last 12-months.

The Reserve Bank of India (RBI) announces next Mid-Quarter Review of Monetary Policy for 2013-14 on 18 December 2013. The Third Quarter Review of Monetary Policy for 2013-14 is scheduled 28 January 2014.

Asian stocks edged lower on Tuesday, 3 December 2013, after stronger US manufacturing data boosted speculation the Federal Reserve may pare stimulus to the US economy sooner than anticipated. Key benchmark indices in Indonesia, Hong Kong, Taiwan and South Korea were down 0.26% to 1.05%. Key benchmark indices in China, Japan and Singapore rose 0.08% to 0.69%. Fed's bond-buying program has been a source of liquidity for most Asian and emerging markets this year.

China's non-manufacturing purchasing managers' index fell to 56 last month from 56.3 in October, according to a report released today by the National Bureau of Statistics and the China Federation of Logistics and Purchasing. A reading above 50 indicates expansion.

Australia's central bank left its benchmark interest rate unchanged at a record low and said the currency is still uncomfortably high, even after a 4% decline since its previous meeting. Governor Glenn Stevens and his board kept the overnight cash-rate target at 2.5%, the Reserve Bank of Australia said in a statement today in Sydney.

Trading in US index futures indicated that the Dow could slide 12 points at the opening bell on Tuesday, 3 December 2013. US stocks dropped on Monday amid data showing manufacturing unexpectedly climbed last month and reports on holiday retail sales. The Institute for Supply Management's factory index rose to 57.3 in November from 56.4 a month earlier, the Tempe, Arizona-based group's report showed. Manufacturing accounts for about 12% of the economy. A separate report from Markit Economics showed the final November index of US manufacturing increased to 54.7 from 51.8 the previous month.

Purchases at US stores and websites fell 2.9 percent to $57.4 billion during the four days beginning with the Nov. 28 Thanksgiving holiday, according to a survey commissioned by the National Retail Federation.

Investors are keeping a close watch on economic data in the United States as the Federal Reserve monitors the pace of recovery to gauge when it will begin to reduce monetary stimulus for the US economy, which has been aimed at encouraging growth. The US government will release the influential US non-farm payrolls data for November 2013 on Friday, 6 December 2013. The Fed has said improvement in the labor market is a key factor in its policy assessment.

The Federal Open Market Committee (FOMC) holds a two-day policy meeting on interest rates in the United States on 17-18 December 2013. The US central bank currently buys bonds worth $85 billion a month in a bid to hold interest rates low and encourage economic growth in the world's biggest economy. Minutes of the Fed's October meeting released on 20 November 2013 showed officials may reduce their $85 billion a month of bond buying if the economy improves as anticipated.

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First Published: Dec 03 2013 | 1:17 PM IST

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