| Special Reports |
| Strategy |
| Strategy: What ails the CPI? |
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| CPI is dominated by food and related markets and India's food policies and markets have problems |
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| Prices of basic food items have gone up largely due to the Government's policies |
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| Prices of other key items have gone up due to the structure of the markets, taxation |
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| What if CPI does not decline in the next few months? WPI is anyway headed up (see Exhibit 5) |
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| Daily Alerts |
| Company alerts |
| Sun Pharmaceuticals: Stock discounting blue-sky; reiterate SELL |
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| US news flow remains positive in balance |
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| Stock discounting blue-sky scenario |
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| Maintain SELL rating with TP at Rs485 (from Rs450 earlier) |
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| Sector alerts |
| Energy: The road from Damascus to Tehran |
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| Resolution of disputes may take time to moderate sanctions on Iran |
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| Potential rollback of sanctions to ease Iranian crude oil supplies gradually |
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| Sharp increase in OPEC spare capacity, even without easing of supplies from Iran |
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| Large OPEC spare capacity to keep a check on global crude oil prices |
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