India demands lowering of non-tariff barriers to begin FTA talks with Russia-led bloc
To sustain rupee-based trade, India has asked Russia to ease exports to narrow the widening trade deficit
Chartist Talk: Ashish Kyal picks five stocks for Muhurat Trading, extremely bullish on Nifty 50 as Samvat 2082 begins
Top sector picks for the new year are consumer discretionary including auto and auto ancillary, financial sector, and IT, said Ashish Kyal.
Daily Voice: Consumption remains sparkling firecracker for Samvat 2082, says Kotak's Nilesh Shah
USD weakness, policy chaos in the US, and overvaluation in US markets could potentially redirect foreign flows to emerging markets like India, said Nilesh Shah.
Stay fully invested as Indiacharts' Rohit Srivastava sees bull market ahead; mid & small caps set to outperform in Samvat 2082
Chasing growth in midcaps will continue to remain a strategy that will reward long term investors in the year to come, said Rohit Srivastava.
Stocks to Watch on Muhurat Trading day: Axis Bank, Marathon Nextgen, Geojit Financial, NSDL, Unimech Aerospace in focus on 21 October
Stocks to Watch, 21 October: Stocks like Geojit Financial Services, State Bank of India, National Securities Depository, Axis Bank, Marathon Nextgen Realty, Unimech Aerospace and Manufacturing, Bliss GVS Pharma, and South Indian Bank will be in focus on October 21.
Tons of silver from US, China ease London spot market squeeze
The short-term silver borrowing rates in London eased by Friday from record highs seen on October 10.
Daily Voice: Earnings improvement to drive market performance; US economy, global interest rates key in Samvat 2082, says Tata Asset's Rahul Singh
Rahul Singh of Tata Asset Management says valuations today are still not cheap, but they’ve certainly normalised compared to the previous year. From here on, he expects the focus to shift more towards earnings growth.
Gemstone's Milan Vaishnav bets on 3 stocks for Muhurat trading; says HDFC Bank, ICICI Bank at the start of a new Bull run
HDFC Bank has rebounded off the support area and is moving towards its high and may see a breakout above Rs 1,025 level that could lead the stock to fresh lifetime highs, said Milan Vaishnav.
First Tick: Top global cues to watch in today’s trade
Oil prices dipped on Monday, pressured by worries over a global glut as escalating US.-China trade tensions added to concerns about an economic slowdown and weaker energy demand.
Pro Market Outlook | Can robust earnings propel Samvat 2082 to new heights?
The Nifty50 gained 1.68% driven by FII buying, while small-caps dropped 0.6% and mid-caps remained flat. FIIs were net buyers, but overall net sales were Rs 586.76 crore
Stocks to Watch Today: Reliance Ind, RBL Bank, IRB Infra, ICICI Bank, HDFC Bank, IRCON, Sterling & Wilson, RVNL, UltraTech, IDBI, Sobha in focus on 20 October
Stocks to Watch, 20 October: Stocks like Reliance Industries, HDFC Bank, ICICI Bank, UltraTech Cement, IndusInd Bank, Punjab National Bank, IDBI Bank, RBL Bank, Yes Bank, Federal Bank, Bank Of India, L&T Technology Services, Sobha, Dixon Technologies, Havells India, nad JSW Energy will be in focus on October 20.
Dalal Street Week Ahead: Q2 Earnings, US inflation, China GDP, Flash PMI among 10 key factors to watch
In the coming truncated week starting from October 20, the market sentiments are expected to remain positive despite intermittent volatility, with focus on more corporate earnings, further update related to India-US trade deal talks, US inflation, China's GDP numbers, and flash PMI data, experts said.
Commodities eye US inflation numbers, Chinese key data for further direction
US PMI readings, in particular, will be closely watched for early signals on economic momentum and labor market health, as further softness may reinforce expectations of rate cuts by the Fed.
Daily Voice: Waterfield’s Vipul Bhowar expects strong double-digit market returns by next Diwali, bullish on these 5 sectors
Vipul Bhowar believes there are good investment opportunities in metals, quick-service restaurants (QSR), and building materials.
Chartist Talk: Build a portfolio with these 5 large-caps for Muhurat Trading; banks to lead Nifty 50 rally in Samvat 2082, says SBI Securities' Sudeep Shah
While it may be premature to project extremely optimistic levels like 29,000–30,000, given the strong technical structure and improving macros, Nifty could well move towards the 27,000 zone in Samvat 2082, said Sudeep Shah of SBI Securities.
Broader indices underperform, these smallcaps slumped 10-25%
The week ahead will be a holiday-led truncated week due to Diwali. Investors are likely to remain cautious in view of the release of key economic data, such as US inflation, employment, and India’s PMI figures, says Vinod Nair, Head of Research, Geojit Investments.
Daily Voice: Bajaj Finserv AMC’s Nimesh Chandan flags 2 biggest market risks, spots 2 contrarian opportunities for Samvat 2082
Even after 59 percent rally in the Samvat 2081, Nimesh Chandan of Bajaj Finserv AMC expects gold to remain strong in the coming year, supported by persistent ETF inflows and robust central bank buying.
Chartist Talk: Centrum’s Nilesh Jain bets on 4 stocks for Muhurat Trading to generate alpha in Samvat 2082
Nilesh Jain of Centrum Broking expectss the banking index to potentially surpass the 60,000 mark in the upcoming Samvat year.
First Tick: Top global cues to watch in today’s trade
Oil prices edged lower in early trade on Friday, heading for a weekly loss, with uncertainty over global energy supplies after U.S. President Donald Trump and Russian President Vladimir Putin agreed to meet in Hungary to discuss ending the war in Ukraine.
Daily Voice: Equentis CIO bullish on 3 sectors, expects Rs 2–3 lakh crore IPO wave in Samvat 2082
The IPO pipeline is expected to remain healthy in Samvat 2082, supported by steady domestic liquidity, and sustained investor participation, Jaspreet Singh Arora said.
Stocks to Watch Today: Canara HSBC Life, Infosys, Vikram Solar, Wipro, Jio Financial, Sunteck Realty, Biocon, JSW Energy, BEML, LTIMindtree in focus on 17 October
Stocks to watch, 17 October: Stocks like Infosys, Wipro, Jio Financial Services, LTIMindtree, JSW Infrastructure, Vikram Solar, CIE Automotive India, Punjab & Sind Bank, Sunteck Realty, Fortis Healthcare, Biocon, JSW Energy, BEML,and Canara HSBC Life Insurance Company will be in focus on October 17.
Gold, silver hit fresh lifetime highs: Should you invest in precious metals this Dhanteras?
'Around Diwali, most people will purchase emotion-driven jewellery, but intelligent investors are moving towards digital gold and silver bars,' said one analyst.
First Tick: Top global cues to watch in today’s trade
Gold rose to a record as heightened US-China frictions and bets the Federal Reserve will press on with monetary easing through the end of the year supported demand.
Daily Voice: Major price correction in gold unlikely amid current global economic environment, says Julius Baer’s Milind Muchhala
Valuations have turned more supportive, with the markets now trading close to the historical averages. Any resolution on the trade deal front can remove one big overhang and result in improved sentiment for the markets, said Milind Muchhala.
