Wednesday, April 27, 2011

Sell off expected in Rate sensitives.

Reality sector looks more weak! Mkts may remain range bound or could see a dip from here. It looks a bit overheated keeping the currrent scenario where credit becomes expensive (19300)

The silverlinning is a good kharif crop creating a surplus among farmers. Concern remains on monsoon and higher crude prices.

Buy Jain Irrigation , Camson Biotec on declines!
Kaveri seeds looks nice from these levels , along with Rallis India
Buy Monsanto as a large cap in this space....Low risk low return!

Keep an Eye on NESCO for a completely undervalue property business :)