GEOPOLITICAL CONCERNS
Rupee may fall to 85 against dollar leading to RBI intervention: Naveen Mathur
The rupee is under pressure largely due to the stronger dollar, post-US elections policy measures by President-elect Trump, and specific GDP numbers. Intermittent RBI intervention is noted, but aggressive action is unlikely until the rupee approaches 85 levels, as the forex reserves have dipped from $705 billion to $657 billion.
Oil steady, traders hopeful on China demand but worried about Fed
Oil prices remained almost unchanged on Monday, balanced by hopes of higher demand from increased factory output in China and concerns over the U.S. Federal Reserve potentially maintaining current interest rates. The escalating tensions in the Middle East and upcoming OPEC+ policies also influenced market movements.
Gold recovers but ends lower on the weekly basis
Spot gold extended its recovery amidst geopolitical tensions and a weaker dollar, though it posted a 2.3% weekly loss. Geopolitical risks and US data will impact gold's near-term outlook.
Gold Rate Today: Yellow metal rises over Rs 500/10 gm on softer US dollar and geopolitical concerns; silver up by Rs 1000/kg
Gold prices rose above Rs 76,000 per 10 grams, driven by a weaker US dollar and geopolitical tensions, though it remained on track for a weekly decline amid awaiting US economic data.
Gold rate today: Gold prices jump big. Will this trend continue?
US President-elect Donald Trump will take charge as Presidency in January. Will Gold prices continue to increase under his tenure?
Oil edges lower after jump in US gasoline stocks, OPEC+ supply decision in focus
Oil prices dipped in Asian trade Thursday, following a surprising surge in U.S. gasoline stocks, raising demand concerns. OPEC+ is reportedly considering delaying a planned output increase, while a ceasefire between Israel and Hezbollah eased supply disruption fears. Analysts suggest oil prices are currently undervalued despite slowing demand growth.
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Gold near 3-week high on softer US dollar, geopolitical concerns
Gold prices were nearing a three-week high, driven up by a weaker U.S. dollar and safe-haven demand amidst escalating geopolitical tensions in the Middle East and Eastern Europe. Investors are awaiting further U.S. economic data to anticipate the Federal Reserve's upcoming policy decisions on interest rates.
Safe-haven gold on track for weekly gain
Gold prices held steady on Friday, heading for a weekly gain as geopolitical tensions fueled safe-haven demand. Investors awaited clearer signals on U.S. interest rates following mixed messages from Fed officials and positive U.S. jobless claims data.
Vikash Kumar Jain sees short-term rally in India despite geopolitical and macro challenges
The discussion is more about whether this is the right entry point or there is more that we could see to get a better entry point, I think that is really what the discussion has moved to.
Oil prices firm as geopolitical tensions raise supply concerns
Oil prices saw a slight increase on Thursday due to escalating tensions between Russia and Ukraine, raising supply concerns. Despite increased U.S. crude stocks and restored output at a North Sea oilfield, the potential for OPEC+ to delay planned production increases due to weak global demand further fueled market uncertainty.
Wall Street ends mixed, Nvidia shares slip after the bell
The Nasdaq dipped on Wednesday, halting its previous rally, as investors reacted to heightened Russia-Ukraine tensions and disappointing Target earnings. Meanwhile, the Dow and S&P 500 saw modest gains. Market sentiment was also influenced by anticipation surrounding Nvidia's earnings, which were released after the closing bell.
Trump pick for energy czar could throw a large hand grenade into fuel prices: Peter McGuire
XM Australia CEO, Peter McGuire, cautions traders to brace for market volatility in the coming months, citing potential impacts of US-China trade tensions and President Trump's energy policies. McGuire suggests Brent crude prices could drop as low as $65 if geopolitical factors remain stable, driven by Trump's pro-fossil fuel agenda and the appointment of Chris Wright as energy secretary.
Too early to panic about India, but good to be awake & aware: Brian Friedman
When you start to look past the US today, there's a good argument that the most interesting market is India. Now the question will be the extent of the opportunity and the durability. If supportive policies continue and if corporates can grow their investments, this could be a fundamentally game-changing cycle
Safe-haven gold on track for weekly gain
Gold prices hold steady driven by escalating geopolitical concerns including a Hamas commander¡¯s death and ahead of the U.S. Election Day. Spot gold remains near record highs. U.S. fiscal deficit and potential Federal Reserve rate cuts loom large. Palladium hits a 10-month peak amid geopolitical tensions and possible sanctions.
India not abandoned; last week, Chinese equity funds saw outflows rather than inflows: Cameron Brandt
Cameron Brandt explains significant shifts in equity market flows in China and the US. China saw record inflows but faced massive outflows recently. The US market remains positive despite high valuations. Brandt also highlights concerns about India¡¯s inflation and its impact on market flows while noting a return to inflows for India funds.
Need earnings growth to keep Indian stock market going: Mark Matthews
I guess I would lean toward global stocks because I do think that the Chinese market will be heading higher over the next 12 months and there are still good stories in other major economies of the world. The emerging markets do have quite strong GDP growth in front of them for the next few years, the highest relative to the US in 20 years, I might add. And global stocks, of course, includes the US.
How will be crude price movement in near term? Jonathan Barratt answers
If you look at OPEC and their announcements in terms of usage, they continue to revise the fact that consumption is actually going down over time. And we do hear that coming from them.
Trump or Harris won¡¯t make a big difference; crude prices to average in low $70s for Q4: Vandana Hari
Vandana Hari, Founder & CEO of Vanda Insights, discusses current oil market trends and the impact of geopolitical risks. She highlights concerns about sluggish demand growth, with an expectation of crude prices averaging in the low 70s for Q4. She also notes that U.S. elections might not significantly affect oil prices.
ETMarkets Smart Talk | Plan to invest Rs 10 lakh? Allocate 70% to high-quality large-cap stocks: Nitin Aggarwal
After September's 2% rise in Nifty50, October began volatilely due to geopolitical concerns. Markets are currently facing challenges from multiple fronts. China's stimulus has prompted FPIs to shift investments from India to China, causing selling pressure.
ETMarkets Smart Talk | Why India¡¯s growth story remains intact despite global geopolitical concerns? Anil Rego explains
In fact, I believe that if this geopolitical tension hadn't arisen, there would have been another reason for volatility. Even though the medium- to long-term outlook is very good, in the short term, there will be corrections when markets run up too much.
ETMarkets Smart Talk: China's stimulus could attract FIIs, but India¡¯s long-term fundamentals stay strong, says Sachin Bajaj
Over the past year, Nifty50 has delivered a robust 30% return, and mid- and small-cap indices have materially outperformed the large-cap during the same period. This strong performance was on the back of a domestic growth story, good visibility of earnings growth, a stable macro-environment, and resilient flows.
How to build a resilient portfolio in uncertain times? Sridhar Sivaram explains
But we have done well even despite interest rates not being down. So, I do not think it matters so much. Actually, our markets are used to high interest rates. So, it is very different from the US market which has got used to very low interest rates.
ETMarkets Smart Talk: Harshad Patwardhan on China, global markets, crude oil and India's valuation premium among emerging economies
We do not know what is going to happen next, which is why that kind of scare is completely understandable. Not to forget, there is another war that has been waging for probably two and a half years in Europe.
RBI's policy review: Status-quo on interest rate likely amid inflation concerns and Middle East crisis, say experts
The RBI is expected to keep interest rates unchanged in its upcoming policy review due to ongoing inflation concerns and uncertainties in the Middle East. Experts suggest any easing of rates could happen in December. The reconstituted Monetary Policy Committee will hold its first meeting next week to discuss and decide the course.
Risk-reward unfavourable in the short term; expect correction to continue: Pramod Amthe
?So, I think the demand for 2H is going to be relatively higher and we need to see how that will pan out as we go forward than just the result season. So, hence, the commentary from the result season is also equally going to be important than the absolute numbers.
Will Q-Commerce play spoilsport for DMart in the long run? Sandip Sabharwal answers
The competitive intensity obviously is increasing in the value space. But I think it is more economy-related slowdown and when slowdown reaches the discount sellers sort of like DMart that indicates significant stress on the consumer's pockets.
With proper stock selection, investors can expect solid long term returns despite market risks: Sudip Bandyopadhyay
?This entire quarter remains a festive quarter when I think the buying of items and a lot of expenditure does take place in India and that kind of kick-starts a growth cycle for many-many Indian corporates which are in consumption-led themes.
High valuations flash warning signs amid uncertain market outlook: Vijayaraghavan Swaminathan
?On top of it, if you look at the last three-four quarters, there is a weak job hiring when it comes to IT sector and weak salary growth. And adding to that, if you look at last three-four quarters, banks and NBFCs have been cautious when it comes to retail lending.
IT business environment better than a year ago, no AI impact on hiring before FY26: Rahul Jain
Rahul Jain from Dolat Capital advises focusing on Indian IT companies' Q2 earnings commentary rather than Accenture's guidance. He notes that AI's impact on hiring is still years away and highlights the uncertainty in the sector due to geopolitical conflicts and mixed economic signals, despite some improvement over the past year.
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