Investors are confronting what appears to be a synchronous global bear market which has left virtually no asset class unscathed. While such a situation stokes worries about deflation--an economic phenomenon generally associated with depressions--we believe that U.S. large cap stocks will benefit in the years ahead from this situation.

GeoPharma, Inc.

Reliance Communications is a nice counter to play in futures and options. One of the easy strategy to play in this
stock is to Go Long Above 20day EMA and short below 20 Day EMA. Which works well if you applies to the 6 month chart of RCOM.

Read the article and dont forget to watch this counter in a close look

With Democratic Presidential nominee Barack Obama allaying fears of a crackdown on outsourcing, the Indian IT and ITES industry have taken a huge sigh of relief. Since both Obama and Republican John McCain are not against outsourcing, India can hope for better results once a new President takes over in the United States.

India’s economic boom will continue into 2009, according to influential think tank Center for Monitoring India Economy (CMIE).

The forecast 9.5% expansion will be driven by fixed investment, which should offset any slowdown in consumption.

However, inflation reached 8.75% at the end of May, forcing the central bank to raise its key lending rate by 25 basis points (0.25%).

The India story is still good, largely due to the demographic dividend, with a young, well educated population who are free to pursue dreams. At a recent analyst meet of NIIT it was pointed out that India will have an addition of some 47 m. educated people in the 19-25 age group. The rest of the world (including China) will have a reduction of some 53 m. in this age group.

While the US and most of Asia struggle to put the inflation geenie back in the bottle, David Stevenson in Money Week heaps praise on European Central Bank president Jean-Claude Trichet, who is fast becoming the hero of inflation fighters everywhere…

With key countries in the world economy spiraling toward recession, and even India and China panicking about domestic inflation levels, there’s one country in particular that still seems to offer good value in its equities markets, thanks to an economic outlook that combines decent growth and only modest inflation.

About once a week I like to run through about 200 of the most liquid ETF's to get a better sense of the market. A good picture of the market can be painted by scanning through them so I thought I'd share my thoughts on what I'm seeing (in no particular order). What are you seeing?