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varun sharma <varuniaf@gmail.com>

Dead cat bounce

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Moneycontrol : PRO Panorama <subscriptions@moneycontrol.com> 8 April 2020 at 14:21

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Dead cat bounce

If I had been wri ng this newsle er a few hours earlier, I would have been exultant at the 3.8percent
rally in domes c equi es, on top of a 9percent gain yesterday. But the picture has changed at the me of
wri ng, with the market giving up all its gains and now is down marginally. Where it ends is anybody’s
guess and nowadays, even the brave may not venture down that path.

All of us know that the real ques on we are all wai ng for is when this lockdown will be li ed and what
happens next. The economy is wai ng and ‘How soon will the economy recover a er the lockdown
ends?’ is an ar cle you should read to find answers to those ques ons. Read here.

A related issue is the support that state governments need to fight the a er effects of the pandemic.
Tweaking the FRBM Act to allow higher borrowings and front-loading alloca on of central funds are the
need of the hour, we say. Read more.

There is some good news headed our way, if we are able to control the virus, as the MSCI rebalancing
suggests money may be headed our way. Read more. While this is good news, NBFCs seem to be
wearing a big sulk as they seem to have been le out in the RBI package. If banks don’t allow NBFCs
forbearance on their loans then how will NBFCs give their borrowers a relaxa on? Read more.

Our hard-working team of independent research analysts have put together these reports for you:

House of Cards: Stocks to avoid post COVID-19 disrup on (Part III)

We iden fy sectors and companies to be avoided because of their weak balance sheets, subsequent to

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the disrup ons caused by COVID-19. Read more.

COVID-19: Which pharma companies can benefit from the export ban relaxa on?
For some pharma products, a spike in demand is an cipated and could remain elevated for some me to
come. Read more.

Our team of technical analysts have put together these recommenda ons: Ni y, Godrej Consumer,
L&T Finance and Tata Motors.

What else are we reading today?

1. COVID-19: These long-term por olio stocks may be worth accumula ng

2. COVID-19 | Data privacy in these tes ng mes
3. Staying invested: Moving to cash in vola le markets can hurt long-term por olio returns

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