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European stock market, economy and companies update (April 18, 2014)

April 18, 2014, Friday
European price action non-existent due to holiday conditions. (FR) EU Commission willing to consider an extension of up to two years for France to reduce its deficit to below 3% of GDP - French press. Samsung Electronics partners with Globalfoundries, to use the same production process when they upgrade chip manufacturing, making them "the same" for companies like Apple looking to use their production abilities - financial press

Asian stock market, economy and companies update (April 18, 2014)

April 18, 2014, Friday
China March property prices slowed for the third consecutive month while also hitting an 8-month low of 7.7% across 70-cities, down from 8.7% in February. The report is yet another sign that Beijing was largely successful in curbing the overheating property sector, supporting the case for some of the recent reports of initiatives that would effectively unwind those measures. China's top property names such as Poly and Vanke traded down by about 2% after the property price figures before coming off the lows in the afternoon session.

US stock market daily report (April 17, 2014, Thursday)

April 17, 2014, Thursday
 Intel Corporation (INTC-Nasdaq) emerging area they are delving aggressively into, Internet of Things (IoT) Solutions Group, which would allow nearly every device or appliance to be connected to the Internet, is slow to bloom. Chief Executive Brian Krzanich keyed in on Internet of Things for potential growth, at the Consumer Electronics Show earlier in 2014. Internet of Things is the new reality driven by the convergence of increasingly connected devices, cloud economics for computing and data, and the acceleration of big data analytics. Intel is focused on accelerating the development and deployment of intelligent devices, as it markets IoT which creates systems of systems by connecting legacy devices to the cloud and enabling end-to-end analytics to transform business. In summary, IoT will enable Internet-enabled devices to network and communicate with each other and the cloud.

US stock market, economy and companies update (April 17, 2014)

April 17, 2014, Thursday
 US trading volumes are elevated this morning on options expiration, although all and all things are pretty calm following the drama seen earlier this week. Ukraine continues to be worrisome, and diplomats from Russia, the US, Ukraine and the EU are said to be close to some sort of "solution" in Vienna talks. As of writing, the DJIA is down 0.07%, the S&P500 is up 0.11% and the Nasdaq is up 0.22%.

European stock market, economy and companies update (April 17, 2014)

April 17, 2014, Thursday
Participation is light ahead of Easter holiday. Japan Govt (Cabinet Office) cuts its overall economic assessment of economy (first downgrade since Nov 2012) citing impact from the sales tax increase. Ahead of quad discussion on Ukraine, Russia President Putin says he is sure that Russia would reach an agreement with Ukraine; both countries are tied by joint interest. Euro remains unfazed by verbal intervention - (FR) France Fin Min Sapin: Reiterates strong Euro bad for companies and growth - radio interview

UK stock market morning note (April 17, 2014)

April 17, 2014, Thursday
 The FTSE 100 is called to open flat this morning despite the positive performance overnight on Wall Street with Asia more subdued, the former helped by US Federal Reserve Chair Janet Yellen's reaffirmation to keep US interest rates low with investors also mindful of the ongoing Ukraine situation and the forthcoming Easter break. The economic diary today sees the release of the latest US weekly jobless claims and the Philly Fed manufacturing index. Commodity prices are mixed and on the foreign exchanges, the dollar is weaker against the pound, euro and yen but all are within narrow trading ranges.

News

Global Outlook

Investment Research Must Evolve in a Technology Driven Environment

April 17, 2014, Thursday
Indy Sarker is the CEO and Co-Founder of ANALEC, a global financial technology firm focused on the investment research and resulting client servicing industry. (www.analec.com). Merely delivering information adds little value to the research consumer, as information is abundantly available at the press of a mouse click. To win greater mindshare, investment research firms have to look at interactive engagement tools within their research offerings and research reports.

The shift to late expansion sectors has started

April 17, 2014, Thursday
As a new bull market progresses, there is a normal sequence of economic development. This progression favours certain industry groups at different times. In the late contraction stage of the economy, the financial and consumer discretionaries sectors are favoured. These two groups are usually the leaders. As the economy begins to expand and recover, the technology, services and construction sectors show greater performance.

Investors Ignore Frightful Geopolitics

April 17, 2014, Thursday
When the former Soviet Union collapsed almost 25 years ago, most global strategic forecasters assumed that the U.S. would adapt pragmatically to her new status of sole world superpower. Instead she has pursued a variety of misguided nation-building adventures and has largely shrunk from her primary responsibility of neutralizing the ambitions of petty dictators around the world.

Ukraine Falling to Economic Warfare and Its Own Missteps

April 16, 2014, Wednesday
As protests in Ukraine's eastern region turned violent on Sunday leading to the death of a Ukrainian security officer in a shootout with pro-Russian militia, Kiev threatens military action while Moscow flexes its geo-economic warfare muscles. Pro-Russian militia groups have seized government buildings and police headquarters in Ukraine's eastern city of Donetsk and Slovyanks--where the shoot-out took place--and despite a Monday morning ultimatum by the Ukrainian government, these groups have shown no sign of giving in.

Recommendations

Infosys 4QFY2014 performance highlights and results update

April 16, 2014, Wednesday
Infosys reported its 4QFY2014 results with operating margins and net profit ahead of our expectations and top-line inline with our estimates. The key positive surprise in the result was expansion in EBIT margin by 46bp qoq to 25.5%, while the key negative surprise was muted volume growth of 0.4% qoq. The company has given USD revenue growth guidance for FY2015 of 7-9%, which is in line with our expectations. We maintain our Accumulate rating on the stock.

Automobile Sector Monthly Update

April 7, 2014, Monday
The Auto sector witnessed a mixed volume performance in March 2014, broadly on expected lines, with two-wheeler (2W) sales growing at a healthy pace and commercial (CV) and passenger vehicle (PV) sales continuing to be sluggish. Tractor sales too moderated during the month after having witnessed a stellar performance in the first eleven months of FY2014. The recent cut in excise duty during the Interim Budget which was passed on to the consumers failed to boost sales, indicating that the economic slowdown and higher interest rates continue to weigh on demand.