First Tick: Top global cues to watch in today’s trade
Gold surged past $3,900 an ounce for the first time in early Asian trade on Monday, as safe-haven demand from a US government shutdown added to the momentum from expectations of more Federal Reserve rate cuts.
Daily Voice: India’s growth could accelerate to 7.5% if US trade pact is finalised, says Smallcase expert
Abhishek Banerjee of Lotusdew Wealth is quite bullish on formalization of economy which can be seen as increased GST collection even after GST tax cuts as well as increasing EPFO contributions.
Stocks to Watch Today: HDFC Bank, Bajaj Finance, IndusInd, Aditya Birla Lifestyle, Lupin, Infosys, Ceigall India, Sobha, Kotak Bank in focus on 06 October
Stocks to Watch, 06 October: Stocks like HDFC Bank, Bajaj Finance, IndusInd Bank, Aditya Birla Lifestyle Brands, Lupin, Infosys, Ceigall India, Sobha, Kotak Mahindra Bank, Pace Digitek, Yes Bank, Ujjivan Small Finance Bank, and Canara Bank will be in focus on October 06.
Dalal Street Week Ahead: FOMC minutes, Powell speech, TCS, Tata Capital IPO among 10 key factors to watch
The quarterly earnings season for Q2FY26 is set to kick off by the IT leader Tata Consultancy Services next week on October 9
Daily Voice: No earnings downgrades expected after Q2 FY26? This investment manager calls it overly optimistic
The delay in the India-US trade deal presents significant threats to Indian equity markets that could potentially undermine the anticipated earnings recovery, Robin Arya of GoalFi said.
Bullion poised to extend record-breaking rally amid likely extension of US shutdown
Most importantly, with no weekend votes expected, the Senate's failure to pass funding bills on Friday means the shutdown will enter its sixth day on Monday. The ongoing data blackout, including the non-release of the official jobs report, clouds the Fed’s monetary policy outlook.
Chartist Talk: Sudeep Shah keeps these two stocks on radar for next week, sees 25,100 as crucial zone for further Nifty rally
The zone of 25,050–25,100 will act as a crucial resistance area for the Nifty 50, as it coincides with the 61.8 percent Fibonacci retracement of the recent decline, said Sudeep Shah of SBI Securities.
Chartist Talk: Four-digit mark likely for this logistics stock, Bank Nifty to hit new highs well before Nifty 50
The support for the Bank Nifty is around 54,800 while next resistance is around 55,800 and 56,500 for the next few sessions, Arun Kumar Mantri said.
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.
