INDIA EQUITY MARKET ANALYSIS
India Inc: Key takeaways from Q2 earnings season for investors
The second quarter of FY25 saw mixed financial results for Nifty 50 companies. While Pharma and Realty thrived, Energy and Infrastructure struggled. Factors like uneven rainfall and inflation impacted sectors like FMCG and Auto. Despite challenges, companies adapted through operational efficiency and strategic initiatives, with optimism for a stronger second half of the fiscal year.
Markets shrug off Adani's indictment blues with a MAHA rally on D-Street
The surge was also the third-biggest advance in a trading session in 2024 so far though money managers and analysts are sceptical about whether the renewed strength is here to stay. The occasions on which both indices gained more than they did on Friday were on June 3 after the general election exit polls and on June 5, after results were announced.
F&O Stock Strategy| How to trade Federal Bank and SRF
Indian markets opened higher today, but Adani Group stocks continued to fall after fraud charges against Gautam Adani. Federal Bank hit all-time highs with strong buying interest, while SRF shows bearish signals after a trendline breakdown.
Are Indian households overleveraged in the equity market?
Reserve Bank of India has released new data revealing a surge in Indian household financial assets, driven by significant growth in equity investments. Despite this, household debt has also doubled since 2019, raising questions about the impact of this financial wealth on consumer spending.
Hot Stocks: Brokerage sees 18-20% in Paytm & Eicher Motors; Investec sees over 50% upside in Adani Energy
Investec has initiated coverage on Adani Energy with a "Buy" recommendation, citing significant opportunities in the transmission and smart metering segments
F&O Radar| Deploy Bear Put Spread in Nifty to gain from bearish to range-bound stance
The Nifty index experienced volatility, closing lower after erasing early gains. Analysts suggest weakness may persist, with support levels at 23,350 and 23,200. A Bear Put Spread strategy is recommended to capitalize on the anticipated downward movement.
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Equity investments in real estate sector to hit a new record surpassing USD 10 billion
Equity investments in India's real estate sector are on track to exceed $10 billion in 2024, fueled by strong developer activity and a surge in Tier-II city investments. Domestic investors, primarily developers, have dominated capital inflows, while foreign investment remains robust, particularly from North America and Singapore.
Ahead of Market: 10 things that will decide D-Street action on Thursday
The Indian benchmark Nifty 50 ended a seven-day losing streak, driven by gains in HDFC Bank and Mahindra & Mahindra. The market saw a short-term relief rally after slipping into correction territory. Despite the rise, analysts remained cautious, highlighting potential volatility and resistance levels.
ETMarkets Smart Talk: Domestic investors driving India's market stability amid Rs 1.3 lakh crore FII sell-off
The energy sector, especially oil and natural gas, presents substantial potential driven by global demand. Within IT, specific segments like cloud computing and cybersecurity are emerging as growth opportunities following recent market corrections, according to Manish Jain, Managing Director, Bajaj Broking.
Can expect a 5-7% Santa Claus rally in 6-8 weeks: CLSA on Indian markets
India strategist Vikash Kumar Jain predicts a potential "Santa Claus rally" in the stock market, projecting a 5-7% rise over the next six to eight weeks. He believes negative factors are already priced in and cites historical December gains.
1st Indian PE Gaja Capital plans IPO; may file draft papers in Dec
Gaja Capital, a mid-market Indian private equity firm, is preparing for an initial public offering (IPO). The firm, known for its investments in companies like RBL Bank and Teamlease, aims to create a pool of permanent capital for new ventures. If successful, Gaja Capital would become the first standalone domestic private equity firm in India to go public.
Rupee rises 2 paise to 84.40 against US dollar in early trade
The Indian rupee saw a slight rise against the US dollar, reaching 84.40 in early trade due to recovering domestic equity markets and a weaker dollar. However, significant foreign fund outflows and rising crude oil prices limited the rupee's gains.
As equity market cools, wealthy investors stay away from IPOs
Of the last 10 IPOs, eight saw limited to little participation from high-net-worth individuals (HNIs). While the HNI portions were undersubscribed for Swiggy, Hyundai India, Niva Bupa Health and Godavari Biorefineries, another four barely managed single-digit subscriptions. This is a stark contrast to an average of 116 times HNI subscriptions in the preceding 10 IPOs.
Global markets for refractories shrinking, only India, the Middle East offer Growth: RHI Magnesita CEO Stefan Borgas
RHI Magnesita, the world's leading refractory producer, sees India as its only growth market. While the global market shrinks, the company projects 6-13% annual growth in India over the next five years. RHI Magnesita has invested heavily in acquisitions in India to capitalize on the country's expanding steel industry and diversify its product offerings.
Ahead of Market: 10 things that will decide D-Street action on Monday
The Nifty index has formed a Doji candle near its 200-day exponential moving average (DEMA) support at 23,540, indicating uncertainty. Immediate support is at 23,500-23,540, with a break below 23,500 potentially targeting 23,300-23,200. While the short-term trend is down, a pullback rally remains possible if Nifty holds above 23,500, according to Hrishikesh Yedve of Asit C. Mehta Investment Intermediates.
Markets weak; caution advised amid potential rebound and selling pressure
The market is currently in a weak undercurrent, with a potential for a technical rebound. However, sustained selling pressure cannot be ruled out. The market breadth remains weak, and leveraged exposures should be curtailed. A cautious approach is advised for the coming week.
Morgan Stanley sees 31% upside in Zomato, believes QC might surprise
Morgan Stanley increased its target price for Zomato to Rs 355, indicating a 31.7% upside. The brokerage firm remains bullish on Zomato due to its strong execution in food delivery and quick commerce, deep balance sheet, and potential for a large profit pool by 2030.
India's expectations from COP29: Focus on equity, finance, and adaptation
At COP29, India is advocating for recalibrated climate finance that addresses the needs of developing countries. India emphasizes the principle of Common but Differentiated Responsibilities, urging developed nations to lead in mitigation and financial support. Key priorities include a fair carbon market mechanism, support for adaptation efforts, and tangible commitments for "loss and damage" financing.
RIL shares slide 7% in a month. What¡¯s lies ahead for India¡¯s largest co by market cap?
On the charts, the stock has been in a downtrend since peaking around the Rs 1,610 level and is currently positioned below its 200-day exponential moving average (DEMA). In September, the price entered a consolidation phase, followed by a death crossover on October 1, when the 10 DEMA crossed below the 20 DEMA.
Investors see safety in India as Trump win casts shadow on emerging markets
However, India's strong economic growth, limited exposure to Chinese and the U.S. consumer market, robust local appetite for equities and a central bank devoted to ensuring currency stability will bolster the country's appeal amid global unease, investors and analysts say.
Ajay Bagga explains the impact of Donald Trump¡¯s victory on Indian markets
¡°Overall, the move in India would be more into defensives. Expect Chinese stocks to go down further which is mildly positive for us, but the big issue for India right now is continued FII selling and until that abates it is very difficult for our markets at these valuations with these earnings to move ahead, Trump or no Trump.¡±
Information versus Insight: Shaping fund analysis and market dynamics
As the gap between information and true insight widens, stock market swings will become increasingly intense, with each peak fueled by growing fervor. Enthusiasm will build as more voices join in, until, abruptly, the momentum fades¡ªleaving many holding the ball in sudden silence.
Stocks to buy today: L&T, Wipro among top 6 trading ideas for November 7, 2024
The Indian market is expected to open lower on Thursday due to muted global cues. India VIX fell 7.78%, indicating reduced volatility and possible increased investor confidence. Key resistance levels for the Nifty are at 24,600 and 24,800, while support lies at 24,400 and 24,200. Experts suggest select stock recommendations for short-term traders, including Affle India, Atul, and L&T.
ISMA pegs India¡¯s 2024-25 sugar production at 33.3MT, calls for 26% MSP hike and sugar exports
India's sugar production is projected to decrease to 33.3 million tonnes in 2024-25, according to the Indian Sugar and Bioenergy Manufacturers' Association (ISMA). The industry body attributes this decline to drought in Maharashtra and calls for an increase in the minimum selling price of sugar, citing rising production costs and declining market prices.
Gold Rate Today: Yellow metal falls marginally to Rs 78,434/10 grams as market awaits US election outcome
Gold prices slightly declined as investors awaited the U.S. presidential election results and the Federal Reserve's policy meeting. Silver also dropped, while expectations of a rate cut supported precious metals' stability.
Ahead of Market: 10 things that will decide stock action on Wednesday
Indian equity indices rebounded on Tuesday, driven by investor interest in undervalued financial stocks ahead of the U.S. election. The Nifty 50 rose 0.91%, and Sensex gained 0.88%. Analysts see potential for a bullish reversal, with buy-on-dips strategies recommended.
What¡¯s behind the recent volatility in Indian equity markets?
Driven by robust domestic investments and strong company performance, Indian stock markets had been resilient. However, October saw an 8% decline in benchmark indices, fueled by a surge in foreign selling. This shift is attributed to rising US bond yields, a strengthening dollar, and policy changes favoring Chinese and Japanese markets.
Big movers on D-Street: What should investors do with Maruti Suzuki, Adani Ports and Cipla?
Sensex and Nifty indices closed higher on Tuesday due to late buying in banking stocks and a positive global market trend. Maruti Suzuki fell 4.16%, Cipla dropped 1.6%, and Adani Ports surged nearly 2%. Experts advise investors to buy on dips for these stocks with specific target levels.
Big movers on D-Street: What should investors do with Coal India, YES Bank and ICICI Bank?
Equity indices decline for the fifth session due to selling pressure, foreign capital outflows, and muted earnings growth. Stocks in focus include Coal India (down 3.6%), YES Bank (down 2.6%), and ICICI Bank (up 0.6%). Analysts provide key support and resistance levels for these stocks.
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