Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Valuation Crossroads

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Rupee Watch | Small-Cap Research Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Valuation Crossroads The RBI is reportedly weighing a ₹50 lakh sub-limit on some overseas remittances, paired with tax relief to attract inflows. SEPC trades at ₹4.95 against a ₹9.87 valuation report, with a Jharkhand stay, ₹154 crore freed and a 44% dilution from the Avenir share swap in play. India's markets are asking two very different questions. The first is macro: is pressure on the rupee pushing the RBI toward tighter limits on overseas remittances? The second is company-specific: can SEPC Ltd (₹4.95), trading at half the ₹9.87 in its July valuation report, close that gap? One concerns national economic policy. The other concerns corporate execution and shareholder value. Both deserve examination on their own merits, and both demand the same discipline: separate a proposal f...
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WINNING STROKES: THINK DIFFERENT
Yesterday's call on Nifty_Futures, reached both the 1st and 2nd targets today. There is not much negative news in the markets and this is a great news for the bulls. Wait for some more upper movements, as large scale short covering is about to take place. Many brokerage houses and Advisory Services, who gave a sell call are in great trouble. The Levels will be given to the Paid Group members and to those who trade through my recommended brokerage house. 
Yesterday's call Wipro Ltd touches Rs.351.90 today, before closing at Rs.350.75. The IT sector is expected to do well in the coming days, due to obvious reasons (I think I do not have to mention the same reasons every-time). Buy Glodyne Tech Ltd (CMP: Rs.9.80). 
Yesterday's call Mastek Ltd at Rs.117-118, today touched Rs.121.85 before closing at Rs.120.80. The company came out with decent set of numbers for the Q4FY13.

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