GOLDEN RULES FOR TRADING

Bank Stocks Outlook for the week – 11 to 15.04.2016 (Subdued tracking broad markets in truncated week)

Bank Stocks Outlook for the week – 11 to 15.04.2016
(Subdued tracking broad markets in truncated week)

Banking stocks are expected to trade with a subdued bias in line with the broad equity
market in a truncated three-day trading week, with stock movements likely only tracking bank-specific triggers.

Stock markets will remain closed on Thursday for Babasaheb Ambedkar Jayanti and
Apr 15 for Ram Navami. With key economic indicators such as Index of Industrial
Production for February and combined consumer price index-linked inflation for March
being released post market hours on Tuesday, they are not expected to have any major
impact in the curtailed trading week.

State-owned banks are likely to eye cues from the Bank Board Bureau's first meeting that was held in Mumbai. Minister of State for Finance Jayant Sinha had mentioned on Thursday that consolidation in the state-owned bank space was one of the agendas of the meeting today. While no views from the Bureau have emerged so far, their views and guidance will be closely watched by banks and investors for cues on the future of the public sector bank space.

Among state-owned banks, IDBI Bank is expected to remain in volatile territory with a
negative bias, on lack of clarity regarding the progress on the government's budget
proposal to bring down its stake below 51%. IDBI Bank staff unions have already gone
on strike once to protest such a move, but Sinha on Thursday reiterated that the government had made its stand on IDBI Bank clear in the budget.