Daily Voice: India-US trade deal likely by end-2025; Q3 to mark earnings rebound, says JM’s Venkatesh Balasubramaniam
Venkatesh Balasubramaniam expects GDP growth to be around 7% in FY26, on the back of revival in consumption and a pickup in capex intensity. Adequate monsoons and comfortable reservoir levels would support sowing activity, aiding overall economic growth.
Stocks to Watch Today: Lupin, Narayana Hrudayala, V2 Retail, Websol, TruAlt Bioenergy, IRB Infra, Alembic Pharma, Max Healthcare in focus on 17 November
Stocks to Watch, 17 November: Stocks like Max Healthcare Institute, V2 Retail, Narayana Hrudayala, GMR Power and Urban Infra, Ashoka Buildcon, Websol Energy System, TruAlt Bioenergy, IRB Infrastructure Developers, Alembic Pharmaceuticals, Lupin, and Maruti Suzuki India will be in focus on November 17.
Dalal Street This Week: FOMC minutes, India-US trade deal progress, PMI data among 10 key factors to watch
This week, the market is expected to remain in positive terrain with focus on the progress in India-US trade talks, FOMC minutes, FIIs mood, PMI numbers and US jobs data.
US jobs report and FOMC minutes set to drive commodity prices next week
Looking ahead, commodity markets will turn their focus to a heavy slate of economic data due next week starting from November 17.
Chartist Talk: Ashish Kyal flags Nifty’s third wave, targets 26,400 by Nov-end; Midcap seen at 72,000
Overall, technical patterns suggest Bank Nifty is potentially entering the 3rd wave higher, said Ashish Kyal.
Daily Voice: Kush Gupta backs financials, agri and consumption for Q3; sees IT struggling
Infra is another sector that Kush Gupta follows very closely. H thinks the sector has given good returns and will continue to shine.
Daily Voice: Bank Nifty entering a fresh bull run; Bihar verdict boosts policy certainty, says Narnolia's Shailendra Kumar
Going forward, if valuations turn attractive or earnings upgrades gain meaningful momentum, the market could initiate its next bull phase, Shailendra Kumar believes.
Chartist Talk: Technical indicators signal strong bullish momentum in Nifty Pharma, says Sudeep Shah, bets on these 2 stocks for next week
Sudeep Shah believes the Nifty Pharma index is likely to give the trendline breakout in the next couple of trading sessions.
RBI sells dollars in offshore market as rupee nears record low
The moves helped steady the currency as it neared its September record low of 88.8050 per dollar
First Tick: Top global cues to watch in today’s trade
Wall Street ended sharply lower on Thursday, with steep losses in Nvidia and other AI heavyweights, as investors scaled back expectations of interest rate cuts due to inflation worries and divisions among central bankers about the U.S. economy's health.
Daily Voice: ‘Low-growth phase is over,’ why this MD thinks markets are stronger than they look
Going forward, Raghvendra Nath said it would be important for inflation to remain moderate for interest rates to be cut further. If this play out, the overall demand scenario is likely to improve more, which could bring fresh momentum into the market.
Stocks to Watch Today: Hero Moto, Tata Motors, Pine Labs, Sagility, Zydus Life, LG Electronics, NBCC, Nippon Life, BDL, Muthoot Finance, Vishal Mega Mart in focus on 14 November
Stocks to Watch, 14 November: Stocks like Tata Motors, Hero MotoCorp, LG Electronics India, Apollo Tyres, Sonata Software, National Securities Depository, PG Electroplast, Akums Drugs, Bharat Dynamics, Orkla India, Jubilant Foodworks, Vishal Mega Mart, Muthoot Finance, Dollar Industries, Dilip Buildcon, Tega Industries, KRBL,and Sagility will be in focus on November 14.
First Tick: Top global cues to watch in today’s trade
Gold was steady after rising almost 2% in the previous session, as traders weighed an uncertain US
economic outlook that’s been compounded by an absence of reliable data.
Daily Voice: What are the implications if Supreme Court rules against Trump's tariffs? This CEO explains
For long-term investors, Ambit's Sushant Bhansali believes IT sector offers value compared to many other areas of the market.
Stocks to Watch Today: Tata Steel, GNFC, Data Patterns, Nazara Tech, Prestige Estates, Lloyds Metals, Cosmo First, Entero Healthcare in focus on 13 November
Stocks to Watch, 13 November: Stocks like Tata Steel, Lloyds Metals and Energy, Prestige Estates Projects, Nazara Technologies, Indian Railway Catering and Tourism Corporation IRCTC, Entero Healthcare Solutions, Endurance Technologies, Ircon International, Cohance Lifesciences, and Data Patterns will be in focus on November 13.
OPINION | India’s tokenized rupee moment is here
Tokenised rupees can handle domestic and regulated flows, while Indian rupee (INR) stablecoins on public blockchains can power cross-border trade and programmable payments. They connect tokenized asset economy with the traditional fiat system
First Tick: Top global cues to watch in today’s trade
The Dow Jones Industrial Average surged to a record high close on Tuesday, lifted by progress toward ending the longest U.S. government shutdown, while Nvidia and other artificial intelligence-related companies fell on renewed concerns about elevated valuations.
Daily Voice: DSP Mutual Fund's Vinit Sambre calls Q2 earnings pivotal, flags H2 FY26 employment concerns
The biggest takeaway from the September-quarter earnings season is that the downgrade cycle is finally nearing an end, said Vinit Sambre of DSP MF.
Stocks to Watch Today: Groww, BSE, Transrail Lighting, Torrent Power, Gujarat Fluorochemicals, Zaggle Prepaid, Awfis Space, PC Jeweller, Thermax in focus on 12 November
Stocks to Watch, 12 November: Stocks like Tata Power, BSE, JB Chemicals and Pharmaceuticals, Rail Vikas Nigam, Transrail Lighting, ESAF Small Finance Bank, Aavas Financiers, Torrent Power, Gujarat Fluorochemicals, Zaggle Prepaid Ocean Services, Awfis Space Solutions, PI Industries, and Billionbrains Garage Ventures Groww will be in focus on November 12.
First Tick: Top global cues to watch in today’s trade
Gold held gains after recording its biggest daily jump since May, with an imminent end to the longest government shutdown in US history raising the prospect of further interest-rate cuts.
Daily Voice: ‘Earnings, valuations have hit bottom,’ this fund manager sees IT as top FY26 bet
Manish Jain of Centrum would prefer large private sector banks which offer valuation comfort with relatively more secure loan book.
Stocks to Watch Today: Glenmark Pharma, Alkem Labs, Syrma SGS, Vikran Engineering, Ather Energy, Jindal Stainless, Vodafone, Baazar Style in focus on 11 November
Stocks to Watch, 11 November: Stocks like Bajaj Finance, Vodafone Idea, Baazar Style Retail, Bajaj Consumer Care, Gujarat Gas, Triveni Turbine, Jindal Stainless, Power Mech Projects, Ather Energy, Vikran Engineering, Sula Vineyards, Syrma SGS Technology, Doms Industries, Alkem Laboratories, and Dr Reddy’s Laboratories will be in focus on November 11.
Pro Market Outlook | Extended US shutdown clouds market outlook
Indian markets may follow global trends, particularly US market movements, with increased volatility due to the US government shutdown and lack of domestic drivers
First Tick: Top global cues to watch in today’s trade
After remaining net sellers for the last six session, Foreign Institutional Investors (FIIs) bought equities of Rs 4581 crore on November 6. However, the Domestic Institutional Investors (DIIs) extended their buying on the 11th consecutive session as they bought equities of over Rs 6674 crore on the same day.
