WINNING STROKES: THINK DIFFERENT:

Reliance Industrial Infrastructure Ltd as expected and as mentioned in the Yahoo Group, SumanSpeaks, hit the buyer freeze on the news that the company would get immensely benefitted by the Indo-US Civil & Nuclear Co-operation. Moreover the fact that its equity capital is very low will further flavour to the scrip going forward. With such a low equity capital and ever flowing orders in the company's fold, I do not know upto what level the stock could go. But I sincerely hope that Reliance Industrial Infrastructure Ltd could be another Jai Corp Ltd and will break earlier highs made in October, 2007. The Short term targets for Reliance Industrial Infrastructuer Ltd, could be Rs.5,000:

Last week's "Quickie Call" (Very short term calls to the Paid Members) IFB Agro Industries Ltd, which is into making of liquor hit the buyer freeze. This Calcutta based company is doing excellently well, after a restructing of its operations:

Ennore Coke Ltd hit the buyer freeze before cooling down a bit on the news that it has purchased a mine and would start commercial production very soon. The heating of the plant is about to begin. Its parent company Shriram EPC Ltd also did well today: This week' s "Quickie Calls" Aishwarya Telecom Ltd and Pochiraju Industries Ltd hit the buyer freezes: Reliance Industries Ltd rose today after my recommendation yesterday. In fact Reliance Infrastructure Ltd, Reliance Petro Ltd, Reliance Industries Ltd and Reliance Communications Ltd saw huge volume. If you remember I had asked all to buy Reliance Groups of companies in the morning in this blog: KPIT Cummins Ltd, FCS Software Ltd, Rolta Ltd, mentioned in the recent Sunday Report did well: Prajay Engineers Syndicate Ltd recommended a couple of weeks back on this blog made a dramatic come back from my recently recommended price and almost hit the buyer freeze before cooling down a bit: Besides my earlier recommended BF Utilities Ltd, Godawari Power, Lokesh Machines Ltd, Walchandnagar Industries Ltd, Orbit Corporation Ltd, Kotak Mahindra Bank, Energy Developments Ltd, BAG Films etc did well: So what is the next block buster in the Steel and Power Sector?? Should we go for BNK Capital Markets Ltd in Bulk??? What to do with Southern Online Bio Technologies Ltd or Binani Industries Ltd or Indo Borax and Chemicals Ltd??!!

Crude Oil price will fall to $100: Marc Faber:

Now Marc Faber is singing my tune after, he took a U-turn from his earlier hard stand on Crude Oil prices. If you remember I lambasted him in this blog and criticised his faulty theories on Crude Oil, promting him to change his stand on this widely misunderstood commodity:

In the next write ups I will excoriate another one, Jim Roggers, regarding how he wanted to shout the Crude Oil prices up....:

MUMBAI: Commodities and investment guru "Marc Faber, who told investors to bail out of U.S. stocks before 1987's so-called Black Monday crash, said oil prices may fall to $100 a barrel as demand slows in a global economy at the ``tail end'' of its expansion.

Accelerating inflation and rising interest rates worldwide are likely to dent the value of commodities including oil, said Faber, who publishes the Gloom, Boom & Doom Report, at an investment forum in Sydney today.Real-estate in India and Cambodia were among his favored Asian investments, he said.

``Global liquidity is under some relative tightening, and that is unfavorable for all asset classes,'' said Faber, 62. There will be ``sharp corrections'' in commodities prices." Some of the commodities that have really been hard-hit of late are the noble metals; platinum, palladium, and rhodium. After taking a pounding at the end of last week, the platinum price dropped sharply and analysts turned negative on the short-term outlook for the metal.

Why India is a "HOT" destination, among the BRIC (Brazil, Russia, China and India) Nations:

When it comes to emerging markets, not all countries are created equal. Each has different strengths and weaknesses. Take the “BRIC” nations for example. Over the course of this year, China and India have been bruised and battered by sky-high oil prices, while Brazil and Russia have fared better.

This makes sense when you think about it. Russia is one of the top oil and gas producers in the world. Brazil, along with being an agricultural powerhouse, is on its way to big producer status, too (thanks to the Tupi oil field). India and China, on the other hand, have to pay through the nose for their oil and gas needs. They also have to shell out big bucks for fuel subsidies, to keep the locals happy and avoid civil unrest.

So now that oil is backing off from its nosebleed heights, China and India are finding a bit more breathing room.

Authoritarian vs. Democratic: But it’s not as if China and India are peas in a pod, either. There are big differences there, too. China is more of a manufacturing economy, for one, while India is more of a service economy. China is also much more authoritarian, whereas India is loudly and colorfully democratic.

Some believe India is, in fact, too democratic... to the point of shooting itself in the foot with bribery, bickering and red tape. (Famed investor Jim Rogers has long been bullish on China but not so hot on India, and this has a lot to do with it).

In China, when Beijing decides to do something, it simply gets done. In India, it sometimes feels impossible to get anything done. When China decides it needs a new airport or power plant or high-speed rail line, the powers that be just make it happen. In India, everyone has a stake and no one has final say. China can approve, plan and finish out a billion-dollar project in the time it takes India to get the first round of paperwork past the “license raj.” This explains phenomena like the Pudong district in Shanghai -- a 21st-century financial center that seems to have sprung up overnight. It also explains why India still has a crumbling network of roads, airports and bridges that feel held together with duct tape.

But not all are convinced that China’s authoritarian overlay is a strength... or that India’s vocal love of democracy is a weakness. In the long run, regimes like the one in Beijing can be brittle -- more subject to cracking or breaking under stress. India’s messy system, on the other hand, is far more stable.

In India, leaders may come and go, but there is little threat of an entrenched elite throwing out all the stops to hold on to power in a time of crisis. The elite in Beijing haven’t yet faced a true crisis test.

India’s Big Win: The reason to bring this up now is because India just had a very big win on the political front.

India’s currency, the rupee, racked up its biggest gain in a decade on news that the government survived a confidence vote in parliament. (Indian stocks and bonds also shot up, giving the Bombay Sensex its best five-day run since 1992).

The bottom line is that Manmohan Singh, the prime minister of India, is a reform-minded guy with a lot of good ideas. He understands free-market economics, he understands globalization, and he knows what to do to get India on track. Under Prime Minister Singh, India has enjoyed record economic growth.But India’s political system, as loud and messy as it is, has thrown up a lot of obstacles for Singh. Every step forward -- towards free markets and open trade and political reform -- is threatened to be blocked by India’s communists and anti-trade interests. There is a lot more to do, and many badly needed reforms are still waiting in the wings.

A Crucial Milestone: Before the confidence vote, there was an open question as to whether the reformers would be able to keep up their good work. A loss of confidence in Singh’s government would have meant a new tidal wave of red tape, a rise of protectionist and anti-trade sentiment, and a return to the bad old ways in general. It would have been a huge step backwards for India.

Now that Singh’s government has survived the confidence vote, though, a crucial milestone has been passed. A new wave of capital is set to flood into India -- and, in fact, has already started flooding in -- on expectation that Singh’s reforms and forward progress will continue.

The treasurer of Axis Bank in Mumbai joyfully told a news agency " [The news] is going to bring a lot of confidence to local as well as overseas investors.''

That’s clearly good news for India’s stock market, which has climbed past the $1 trillion mark under Prime Minister Singh. Now that he has a visible mandate to move forward with his good work -- not to mention a trend of relief in oil prices -- India looks like a buy.