Daily Voice: Three big shifts that could redefine markets in the year ahead, according to Edelweiss MF’s Trideep Bhattacharya
These three themes position India for global outperformance in the year ahead, both in relative growth and market returns, Trideep Bhattacharya believes.
Stocks to Watch Today: Kotak Mahindra Bank, Colgate Palmolive, Sagar Cements, Premier Energies, Syrma SGS, Midwest, Hero MotoCorp in focus on 24 October
Stocks to Watch, 24 October: Stocks like Colgate Palmolive, Sagar Cements, Kaynes Technology, Syrma SGS Technology, Premier Energies,Hero Motocorp, AGI Infra, Kotak Mahindra Bank, Hexaware Technologies, Highway Infrastructure, Shilchar Technologies, EPack Prefab Technologies, and Midwest will be in focus on October 24.
First Tick: Top global cues to watch in today’s trade
The yields on US 10-year Treasury were up marginally at 3.95 percent, while US 10-year Treasury yield remained unchanged at 3.44.
Daily Voice: Saurabh Mukherjea flags Indo-US FTA as wildcard for markets, boosts luxury goods and US banks exposure
Demand recovery for Indian IT Services seems more likely than not in the next 12 months, said Saurabh Mukherjea of Marcellus Investment Managers.
Chartist Talk: Foram Chheda explains why Axis Bank, Bajaj Auto appear promising in F&O expiry week
Foram Chheda noted the Nifty 50 has broken out of a symmetrical triangle pattern, which confirms the potential for an upward move.
Stocks to Watch Today: HCL Tech, Jain Resource, Bharat Electronics, Shilchar, Epack Prefab, Kirloskar Ferrous, Fusion Finance, Lloyds Metals in focus on 23 October
Stocks to Watch, 23 October: Stocks like Jain Resource Recycling, Epack Prefab Technologies, Bharat Electronics, Kirloskar Ferrous Industries, HCL Technologies, Fusion Finance, Zaggle Prepaid Ocean Services, Nectar Lifesciences, Lloyds Metals and Energy, Filatex India, Gulshan Polyols, LTIMindtree, and United Breweries will be in focus on October 23.
Chartist Talk: Metal, defence to surprise in Samvat 2082? Prashant Shah sees Nifty in new territory
Definedge’s Prashant Shah sees Nifty heading beyond 30,000 in Samvat 2082, with metals, defence, and midcaps poised to surprise investors.
Daily Voice: Nifty at 30,000 by next Samvat? Carnelian’s Vikas Khemani bets on IT rebound and FII flows
Vikas Khemani sees Nifty hitting 30,000 by next Samvat, driven by Fed rate cuts, FII inflows, and an IT sector comeback after years of de-rating.
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.
