Daily Voice: With government increasingly focused on consumption, infrastructure capex appears to have peaked, says Ashish Chaturmohta
Ashish Chaturmohta of JM Financial is particularly positive on companies poised to benefit from a rural consumption recovery, which forms a significant part of overall demand.
RBI bid to globalize rupee to test India’s market depth
The path to internationalize the rupee is fraught with challenges, according to experts
First Tick: Top global cues to watch in today’s trade
Wall Street's three major indexes marked record closing highs with modest gains on Thursday, largely thanks to support from the technology sector, while investors cautiously monitored private labor market data on the second day of a US government shutdown.
Chartist Talk: Close above 25,000 crucial for sustainable rally in Nifty 50, these 2 stocks look overbought now, says Rahul Ghose of Hedged
Overall, the daily and weekly timeframe trend continue to be in a sideways band Nifty 50. There is no clear direction as far as Nifty is concerned, said Rahul Ghose of Hedged.
Daily Voice: Govt measures may boost short-term consumption, but broad-based job creation key to long-term recovery, says Kotak Life’s Hemant Kanawala
During the recent market correction, we have observed compelling investment opportunities emerging across both consumption-driven and investment-led themes, said Hemant Kanawala of Kotak Mahindra Life Insurance.
Stocks to Watch Today: Sammaan Capital, Hero MotoCorp, Trualt Bioenergy, Jinkushal, TBO Tek, Nuvama Wealth, KRBL, John Cockerill in focus on 03 October
Stocks to Watch, 03 October: Stocks like V-Mart Retail, Maruti Suzuki India, Hero MotoCorp, TVS Motor Company, Sammaan Capital, TBO Tek, Tata Power Company, Nuvama Wealth Management, KRBL, John Cockerill India, Hyundai Motor India, and RBL Bank will be in focus on October 03.
Daily Voice: No near-term triggers for fresh market rally; another 50 bps repo rate cut may be needed, says Ladderup's MD
Markets are now looking for something more concrete, be it a strong earnings surprise, significant trade measures with major partners, or a major geopolitical breakthrough to justify a move to new highs, said Raghvendra Nath of Ladderup Asset Managers.
Stock market holiday today: BSE, NSE to remain shut for Gandhi Jayanti, Dussehra
On October 1, Indian benchmark indices snapped 8-day losing streak, ending strong with Nifty above 24,800 after RBI kept the repo rate unchanged, lowered its inflation forecast to 2.6 percent and upward revision of GDP growth projection to 6.8 percent.
RBI allows AD banks to extend rupee loans in Bhutan, Nepal, Sri Lanka
The MPC also announced additional measures, including the inclusion of select currencies of India’s major trading partners in the list of reference rates published by Financial Benchmarks India Ltd
RBI Post-Policy Presser LIVE | Governor Sanjay Malhotra Addresses GDP Growth, Inflation & Rupee
The Reserve Bank of India (RBI) today maintained a status quo on repo rate and policy stance, highlighting India's favourable growth-inflation dynamics.
Meeting Street expectations, RBI Governor Sanjay Malhotra-led Monetary Policy Committee (MPC) kept the repo rate unchanged at 5.5 per cent, and maintained the policy stance as ‘neutral’.
RBI MPC addresses the media after the monetary policy announcement.
First Tick: Top global cues to watch in today’s trade
The Foreign institutional investors (FIIs) remained net sellers on 7th consecutive session on September 30 as they offloaded equities Rs 2327 crore, while Domestic institutional investors (DIIs) bought equities of Rs 5761 crore on the same day.
Nifty ends September with heavy FPI shorts, high rollovers; October series opens on a cautious note
Extreme FPI shorts could spark intermittent relief rallies, though these rallies may face heavy supply near resistance zones.
Daily Voice: Divam Sharma explains why he leans towards Zomato and not Swiggy
Divam Sharma of Green Portfolio remainss cautiously optimistic on food delivery sector as the sector still faces competitive intensity and changing consumer preferences.
Stocks to Watch Today: Atlantaa, Lupin, Oil India, RITES, Man Industries, Swan Defence, Newgen Software, RateGain, Jain Resource in focus on 01 October
Stocks to Watch, 01 October: Stocks like Indian Renewable Energy Development Agency, Atlantaa, Lupin, Oil India, Adani Total Gas, RITES, Man Industries, Swan Defence, SKF India, Adani Enterprises, Newgen Software Technologies, and RateGain Travel Technologies will be in focus on October 01.
First Tick: Top global cues to watch in today’s trade
Oil prices fell on Tuesday as another anticipated production increase by OPEC+ and the resumption of oil exports from Iraq's Kurdistan region via Turkey reinforced the outlook for a looming supply surplus.
Daily Voice: Good monsoon, tamed inflation may give RBI MPC room to cut rates, says Shriram Wealth's Vikas Satija
India–US trade deal offers sector-specific benefits in electronics, agri-tech, and industrial goods, but not as a market-defining catalyst, said Shriram Wealth's Vikas Satija.
Stocks to Watch Today: Solarworld Energy, Jaro Education, Seshaasai Technologies, Bharat Electronics, Blue Dart, Thomas Cook, IRFC in focus on 30 September
Stocks to watch, 30 September: Stocks like Bharat Electronics, Mahindra and Mahindra, Blue Dart Express, Indian Railway Finance Corporation, Tata Motors, JSW Infrastructure, Indostar Capital Finance, Concord Enviro Systems, Allcargo Gati, Solarworld Energy Solutions, and Jaro Education will be in focus on September 30.
Chartist Talk: Nifty 50 faces make-or-break 24,500 support, charts flash warning signs
Bharti Airtel and Larsen & Toubro would be my picks for next week, said Milan Vaishnav.
Moneycontrol Pro Market Outlook | Trump's pharma tariff drives markets lower
The direction of the markets will likely be influenced by statements from the US President, as well as any countermeasures from Indian policymakers. As October approaches, expectations are tempered, with many anticipating a weak start due to delays in sales
First Tick: Top global cues to watch in today’s trade
FIIs continued their selling on their fifth straight session on September 26 as they sold equities worth Rs 5687 crore, while DIIs purchased equities of Rs 5843 crore on the same day
Daily Voice: Possibility of a 5–6% market correction due to global volatility, says HDFC Securities' Varun Lohchab
Varun Lohchab does not anticipate a significant slowdown in aggregate earnings for Q2FY26, although some sectors may experience mild softness.
Stocks to Watch Today: Ceigall India, Azad Engg, Zaggle Prepaid, Vascon Engineers, Atlanta Electricals, Ganesh Consumer, Tata Motors in focus on 29 September
Stocks to watch, 29 September: Stocks like Hindustan Unilever, Amanta Healthcare, Ceigall India, Azad Engineering, PG Electroplast, Alkem Laboratories, Shriram Finance, Lemon Tree Hotels, Godrej Agrovet, BEML, Waaree Energies, Zaggle Prepaid Ocean Services, and Tata Motors will be in focus on September 29.
Dalal Street Week Ahead: RBI policy, US jobs data, FII flow, India-US trade development among 10 key factors to watch
In the coming truncated week, the market may see some bounce back after sharp sell-off, but overall, the sentiment is expected to remain weak amid consolidation with focus on RBI monetary policy, US jobs data, and FII flow, along with further developments with respect to India-US trade deal talks and US shutdown.
Daily Voice | IT sector needs earnings revival before rebound, FMCG valuations remain pricey: Shailendra Kumar
Current corporate earnings growth expectations are conservative, suggesting that further estimate cuts are unlikely, said Shailendra Kumar of Narnolia Financial Services.
