INVESTMENT MARKETS IN “WAIT & WATCH” MODE

(DT 12.05.08)

Vishnu. S. Jarugumilli

www.crorepatihomes.net

98450-77374

 

This is a follow up piece to our article “2008- a dismal year ahead?” written on Jan 19th 2008, on the prospects of India’s investment markets. Our readers will recall our predictions about the prospects of

1)      Stock markets: We predicated they will significantly fall due to their own weight of over-valuations. Our timing could not have been better. Stock markets actually crashed on the 22nd and 23rd Jan, never to scale the past heights till date.

2)      Real estate: We said was in a flux and does not offer any major gains this year. We stand vindicated till now.

3)      And Gold: Our prediction for the yellow metal was positive. Gold was around Rs 10,500 in the middle of Jan. It shot up to Rs 13,000/- and is now hovering around the Rs 11,700/- mark.

That said, what are the prospects now for the rest of the year? We examine each of them today and see how they are likely to fare. But let me say once again that the outlook is based on the scenario as of now and any major surprise events locally or globally, will have unforeseen impacts, both positive and negative.

STOCK MARKETS: Stock markets are a factor of three important contributors, namely valuations, liquidity and corporate earnings.

VALUATIONS: At the present level of 16700 on the Sensex the valuations for BSE are in the range of 16-17 times FY 09 earnings. These are acceptable levels when seen from the prism of 8% GDP growth, 20% earnings growth for the corporate sector and keeping in mind the generally bullish INDIA STORY. However, there are a couple of questions. 1) Why should 16-17 times PE be taken as a sacrosanct level and will there be a case for derating of PE, particularly if markets across globe head for derating. 2) 16-17 times is actually a comfort level from the high of 20-21 times that we scaled in Jan. So are actually markets fooling themselves by looking at it from the viewpoint of how much have they fallen rather than trying to find it’s intrinsic and true worth?

LIQUIDITY: This happens to be the most unpredictable of all. The sub-prime crisis in the US and the resultant losses to investments banks is a much written story. We will not reiterate that. There is another new story brewing across globe which promises to be more riveting and threatens to deliver much more by way of nasty surprises. AND IT GOES LIKE THIS.

Growth and inflation have a peculiar and unpredictable relationship. Inflation does not usually rise in periods of slow growth. But now, both these are playing hand in hand and are co-creating their own dangerous orbits. The US has just been witness to this phenomenon and the rest are following suit. The Bernankes and the Reddys of the world have no answer to this and this is not a statement on their capabilities. There is a scramble to find some villains. And Futures trading in commodities is getting the most nominations. There is an argument that commodity prices have risen disproportionately to their consumption growth and Crude and gold are prominent examples. Agricultural commodities are politically sensitive and can deliver a Pokhran in every country. Many countries are beginning to ban futures in sensitive commodities and even India did it in a select few last week.

No one knows if this helps but governments will at least need to be seen as doing something. What if nothing happens on the rising inflation for a couple of more months? The likely scenario is that there will be severe curbs on futures in many commodities. We all know there is huge money invested globally in commodities and this is where the next sub-prime may happen. And this time it is not just US institutions that will take a hit but many FIs across the globe. If that truly happens, GOD SAVE EQUITY MARKETS.

The silver lining is that this will take at least 6 months to play out and there is time to react depending on which way the wind is blowing.

CORPORATE EARNINGS: Q4 results in India were more or less satisfactory including IT bellwethers. Telecom was fabulous and even auto sales in April were showing signs of recovery. The only bug bear is inflation. The jury is still out on this. 2nd and 3rd weeks of July will be interesting when Q1 results are out. Till such time it is even-Stevens.

REAL ESTATE: There is no denying the fact that while transactions have fallen 30-40%, prices have not.  While this seems contradictory, in reality it is not. Let us not forget that, during the last 12 months, all prominent builders have raised huge money either from public or through private equity. If you take Bangalore’s case, while Purva, Sobha and Brigade have gone public, Mantri, Nitesh and Prestige have absorbed private equity. Builders are not short on working capital and have the capacity to tide over short term crisis. Land banks have been accumulated over time at lesser costs. Prices will hold firm for a while and if bad times continue, softening will happen after 6 months. If demand picks up meanwhile, prices will move on to the next level.

GOLD: Gold is usually seen as a hedging mechanism against falling Dollar. But like currency markets, Gold also is likely to witness great volatility. Both spikes and corrections will be swift and sharp. But the general bias is still upwards and gold can be considered safe even at the present levels of Rs11700.