First Tick: Top global cues to watch in today’s trade
The Foreign Institutional Investors (FIIs) extended their selling on second day as they sold of Rs 3150 crore on October 30. However, the Domestic Institutional Investors (DIIs) continued their buying on sixth consecutive session as they bought equities of Rs 2577 crore on the same day.
Daily Voice: LGT's Stefan Hofer expects India–US trade deal before Christmas, sees sharp fall in US tariffs on Indian exports
Following another cut in the federal funds rate, Stefan Hofer believes the Federal Reserve could move again in December with an additional rate cut—especially if lower tariffs help ease inflationary pressures.
Stocks to Watch Today: Reliance, BEL, V2 Retail, MTAR, Associated Alcohols, Swiggy, Bandhan Bank, Manappuram, TD Power, United Spirits, Welspun Corp, Lodha in focus on 31 October
Stocks to Watch, 31 October: Stocks like ITC, DLF, Dabur India, Swiggy, Bandhan Bank, United Spirits, TD Power Systems, Manappuram Finance, Gillette India, Welspun Corp, LT Foods, Lodha Developers, Pidilite Industries, Motilal Oswal Financial Services, Datamatics Global Services, Navin Fluorine International, and Reliance Industries will be in focus on October 31.
Daily Voice: ‘Black swan aside, India’s bull run stays intact,’ Vikas Gupta on what’s next for markets
On a PE basis, Lenskart does look expensive but one should look at what the normalized margins would be in future when growth has stabilized or as compared to some global or domestic peers and then see if on that basis what would be the normalized PE ratio.
Stocks to Watch Today: Wipro, Dr Reddys Labs, CONCOR, Dilip Buildcon, SAIL, Sagility India, NTPC Green, Ixigo, PB Fintech, BHEL, L&T in focus on 30 October
Stocks to Watch, 30 October: Stocks like Larsen & Toubro, LIC Housing Finance, Bharat Heavy Electricals, PB Fintech, United Breweries, Le Travenues Technology, RailTel Corporation of India, NTPC Green Energy, Sagility, Steel Authority of India, Brigade Enterprises, Mahanagar Gas, VST Industries, Wipro, and Zydus Lifesciences will be in focus on October 30.
Exchange rate is not a policy tool to fight tariffs, says RBI deputy governor
The exchange rate does not serve as a policy tool in a market where its level is determined by market forces, RBI's Poonam Gupta said at an event in Mumbai
First Tick: Top global cues to watch in today’s trade
The Foreign Institutional Investors (FIIs) bought equities of Rs 10,000 crore on October 28 and turned net buyers for the month. On the other hand, while the Domestic Institutional Investors (DIIs) bought equities of Rs 636 crore on the same day.
Daily Voice: Constructive progress in trade talks key for indices to hit new highs in November, says Green Portfolio’s Divam Sharma
Divam Sharma remains optimistic about the market’s trajectory in November, expecting a healthy mix of momentum and selective sectoral strength to drive performance.
Stocks to Watch Today: Shree Cement, Tata Capital, Premier Energies, Ideaforge, Star Health, Go Digit, TVS Holdings, ArisInfra, Swan Defence in focus on 29 October
Stocks to Watch, 29 October: Stocks like Shree Cement, Jindal Steel, Tata Capital, Mahindra and Mahindra Financial Services, Premier Energies, DCM Shriram, Ideaforge Technology, Happiest Minds Technologies, Novartis India, Sundram Fasteners, CreditAccess Grameen, and Star Health and Allied Insurance Company will be in focus on October 29.
Rupee ends nearly flat as central bank intervention blunts pressure
The rupee closed at 88.2650 against the US dollar, nearly flat compared to its close at 88.2450 in the previous session
Gold, silver futures drop 3% after trading resumes on MCX
Analysts expect further downside in gold prices in November and December as seasonal demand tapers off after the festive period.
Currency risk inevitable in global investments, but diversification offers strong hedge
Experts at Moneycontrol’s Mutual Fund Summit said global investing helps mitigate currency risk while offering access to high-growth global themes absent in India.
Daily Voice: Right Horizons' Anil Rego explains why he prefers staples over non-staples currently, constructive on auto and component plays
Meaningful appreciation in the rupee against US dollar is unlikely in the near term given structural headwinds from trade imbalances and dollar strength, though tactical stabilization around current levels is expected.
First Tick: Top global cues to watch in today’s trade
The Foreign Institutional Investors (FIIs) sold equities of Rs 55 crore on October 27, while Domestic Institutional Investors (DIIs) purchased equities of Rs 2492 crore on the same day.
Stocks to Watch Today: Aditya Birla Capital, Mazagon Dock, Dilip Buildcon, PNB Housing Finance, Sai Silks, RVNL, JK Tyre, Tata Capital in focus on 28 October
Stocks to Watch, 28 October: Stocks like Indus Towers, PNB Housing Finance, Mazagon Dock Shipbuilders, Sai Silks Kalamandir, JK Tyre and Industries, Adani Energy Solutions, Sona BLW Precision Forgings, Aditya Birla Capital, Dilip Buildcon, Epack Prefab Technologies, Rail Vikas Nigam, and Tata Chemicals will be in focus on October 28.
Daily Voice: Christmas gift for markets? India-US Deal to revive global confidence in India, says this fund manager
Any constructive statements or forward-looking updates emerging from the Asian Summit could strengthen investor confidence and sustain the current market optimism, supporting equities in the near term.
Pro Market Outlook | Benchmarks touch 52-week highs as markets eye US deal
Nifty ended the week positive but below opening levels. Market focus shifts to corporate earnings and potential US-India trade deal, while progress in US-China talks sustains global positive sentiment
Chartist Talk: Milan Vaishnav reveals what’s next for Shipping Corporation, Blue Star, HDFC Bank and Bharti Airtel
Milan Vaishnav said he would continue looking at HDFC Bank and Bharti Airtel.
First Tick: Top global cues to watch in today’s trade
Gold fell — after posting its first weekly drop since mid-August — as progress on a US-China trade deal sapped haven demand.
Dalal Street This Week: Q2 Earnings, FOMC, ECB, BoJ, US-China meet among 10 key factors to watch
The market is expected to be rangebound and consolidative with focus on further corporate earnings, central banks meetings, monthly auto sales numbers, further developments with respect to India-US trade deal talks and US shutdown, and the scheduled meeting between US and Chinese Presidents in South Korea on October 30.
Stocks to Watch Today: Coforge, NCC, Kotak Bank, GPT Infra, Vikran Engineering, Eclerx, Container Corporation, RailTel, Thyrocare, IOC in focus on 27 October
Stocks to Watch, 27 October: Stocks like Kotak Mahindra Bank, Dr Reddy's Laboratories, SBI Life Insurance Company, Coforge, eClerx Services, Zydus Lifesciences, TGV Sraac, NCC,GPT Infraprojects, Epack Prefab Technologies, Vikran Engineering, RailTel Corporation of India, and Indian Oil Corporation will be in focus on October 27.
Daily Voice: This CIO sees double-digit upside for Indian stocks for the year ahead, urges caution on US markets
Rohit Beri expects the trend in de-dollarization to continue and central bank demand for gold to stay strong. However, the current rally in gold prices may not last for long. So, one has to be very careful.
Chartist talk: Momentum cooling? Sudeep Shah flags caution after shooting-star formations in Nifty, Bank Nifty
Shooting Star candlestick pattern reflects that bulls attempted to drive prices higher but faced selling pressure near the top, said Sudeep Shah.
More than 40 smallcaps gain between 10-36% as broader indices outperform
In this month, FII sold equities of Rs 244.02 crore, while DII bought equities worth Rs 33,989.76 crore, till now.
Daily Voice: Gold unlikely to outperform in the year ahead, says this CIO; bets on pharma, specialty chemicals
The year ahead is expected to deliver healthier stock returns — likely in line with the long-term average range of 12–15 percent, said Rakesh Vyas of Quest Investment Advisors.
