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US stock market, economy and companies update (February 27, 2015)

February 27, 2015, Friday
 European stocks benefitted more than US names after the GDP data this morning, as Euro indices zoomed up to multi-year highs into the close of trading. Note that the ECB QE program begins in March and equities are sure to be a prime beneficiary. As of writing, the DJIA is down 0.15%, the S&P500 is flat and the Nasdaq is down 0.14%. The second reading of US Q4 GDP was more moderate than the advance reading, +2.2% versus +2.6%.

European stock market, economy and companies update (February 27, 2015)

February 27, 2015, Friday
Plethora of mixed month-end data from Japan; Jobless rate higher to a 4-month high while both Industrial Production and Retail Sales best expectations. Analysts debate whether Sweden Q4 GDP data dampens speculation that Riksbank could cut the Repo further into negative territory. Various German States shows Feb CPI rebounding with both MoM and YoY reading back in positive territory; Italy Feb prelim CPI reading beats expectations

UK stock market morning note (February 27, 2015)

February 27, 2015, Friday
 The FTSE 100 is called to open slightly lower this morning following the indifferent overnight performances on Wall Street and in Asia as we end the trading week and month with investors in cautious mood. The economic diary today focuses on the US with the release of preliminary GDP figures and the revised University of Michigan consumer sentiment index. Commodity prices are mixed and on the foreign exchanges, the dollar is weaker against the pound, euro and yen but all are trading within narrow ranges ahead of these data releases.

Indian stock market daily morning report (February 27, 2015, Friday)

February 27, 2015, Friday
 Markets ended lower following the expiry of February derivative contracts with IT majors leading the decline along with defensive pharma and FMCG shares. Further, the Railway Budget announcement, which acts as a precursor to the Union Budget, failed to boost investor sentiment. The 30-share Sensex ended down 261 points at 28,747 and the 50-share Nifty ended down 83 points at 8,684.

UK stock market commentary (February 27, 2015): Bulls not overtly bullish

February 27, 2015, Friday
 European equities are set to open marginally lower on the open. Although the main indices are pushing all-time highs, there isn’t the runaway optimism seen during other bull markets. With such negative cues hanging over the markets such as Greece, the Ukraine and worries about global growth and deflation; there’s certainly a bit of reluctance on the part of the bulls to take markets higher. With a host of big economic figures and central bank meetings out next week, traders are likely to tread cautiously going into the weekend.

Asian stock market, economy and companies update (February 27, 2015)

February 27, 2015, Friday
Raft of fresh data out of Japan continues to signal that all of policymakers' cheerleading of the economy has yielded little progress. Jobless rate rose to a 4-month high after falling to 17-year lows last month despite reports of tightening labor markets going into the spring wage talks. Household spending was also down again, falling for the 10th straight month, while the drop in retail sales was wider than expected.

News

Global Outlook

Roman Abramovich Invests $15M In New US Fracking Technology

February 25, 2015, Wednesday
Are the Russians coming to Texas riding the tailwinds of fracking? That depends on who you ask, as some believe Russian forces were behind the anti-fracking vote in Denton, while a $15 million investment in new Texas fracking technology by Roman Abramovich perhaps tells another story. When the anti-fracking campaign started to heat up late last year in Denton, Texas—the heart of the shale revolution—conspiracy theories were spread from within the pro-fracking community that the Russians were behind the whole thing.

The Easy Oil Is Gone So Where Do We Look Now?

February 25, 2015, Wednesday
In 2008, Canadian economist Jeff Rubin stunned the oil market with a bold prediction: With the world economy growing at 5 percent a year, oil demand would grow with it, outpacing supply, thus lifting the oil price from $147 to over $200 a barrel. The former chief economist at CIBC World Markets was so convinced of his thesis, he wrote a book about it.

Gathering thin reeds?

February 24, 2015, Tuesday
Many of you know that I spend time gathering “thin reeds” and try to weave them into a favorable “investment bouquet.” This is a strategy Fidelity’s Peter Lynch took to its zenith in an era gone by. Recall the story Peter told about how he stumbled into Magellan Fund’s (FMAGX/$96.12) investment in Hanes, when he first heard his wife rave about a new product called pantyhose.

Is Oil Returning To $100 Or Dropping To $10?

February 24, 2015, Tuesday
If you have been following the price of oil over the last few months, the chances are you're a little confused. On the one hand you have the likes of A. Gary Shilling who, in this Bloomberg article, loudly trumpets the prospect of oil at $10/Barrel, and on the other there is T. Boone Pickens, who, at the end of last year was predicting a return to $100 within 12-18 months.

Recommendations

Indian Railway Budget 2015-16

February 27, 2015, Friday
The Railway Budget for 2015-16 laid the foundation for a five year vision to transform the Indian Railways as a prime engine for propelling the Indian economy. It laid thrust on customer satisfaction, investment towards capacity building and modernisaion of infrastructure. The Railway Budget for the next fiscal emphasized on augmenting capacity through network expansion, expansion of freight handling capacity, setting up of Transport Logistics Corporation of India towards provision of end-to-end logistics solution, revision of policy for private freight terminals, harnessing PPP, and awarding 750 km of civil contracts and 1300km of system contracts on dedicated freight corridor

Styrolution ABS 4QFY2015 performance highlights and results update

February 24, 2015, Tuesday
Styrolution ABS (Styrolution) reported a disappointing set of numbers for 4QFY2015. Its top-line declined by 12.2% yoy to Rs.303cr (lower by 12% as compared to our estimate of Rs.344cr) as volume declined to 20.8kt against 22.4kt a year ago. The EBITDA declined by 23.4% yoy and came in at Rs.16cr, while margins contracted by 76bp yoy to 5.2% owing to higher employee cost as a percentage of sales.