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SumanSpeaks Capital Markets & Geopolitical Intelligence  ▪  Estd 2006 VALUATION FRAMEWORKS  ▪  MARKET DYNAMICS Is the Indian Market Overvalued? Or Are You Looking at the Wrong Metrics? Why High-Multiple Stocks Keep Winning the India Growth Story Every few days, television studios and brokerage reports echo the same familiar refrain: "Indian markets are expensive." But reducing a company's worth to a single metric—the Price-to-Earnings (P/E) ratio—is one of the most common analytical mistakes in modern investing. The Indian equity market is not uniformly valued. It is a mosaic of businesses operating at vastly different stages of growth, capital intensity, and execution. While certain pockets undoubtedly command premium valuations, others continue to trade at modest multiples despite improving operational fundamentals. Trailing P/E measures where a business has been, not where it is heading...
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INTRA-DAY: One can buy ONGC Ltd at Rs.290, T--303-305,  SL--Rs.284. The news is that an empowered group of ministers may meet Monday to work out the price and timing of partial stake sale in the company via auction route. This news should take the scrip above Rs.310 in the next few trading sessions. 
Buy McNally Bharat Ltd around the support price of Rs.106-107, T--Rs.120, SL--Rs.105. The company came out with superb set of numbers for the Q3FY12, on standalone basis.  

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