ELECTION STOCKS
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 24%
If anyone had any doubt that both indices and broader markets are not in control of bulls, all those doubts were cleared on Friday. For the majority of the day, nifty was trading in red, thanks to the banking stocks and largely the HDFC Bank. But within minutes, Nifty changed its color to green and market breadth, which was already positive, gained momentum. So, while being bullish, stay alert and just make an attempt so that common mistakes of bullish markets are avoided. We look at stocks which have witnessed a continuous rise in their score in the last one month. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Here's a two-pronged approach to navigate an ever-rising stock market
Despite the Modi regime's progressive policies ensuring macro-stability, the 2019 super-rich surcharge raises doubts, especially in view of the poor election show of the BJP. Markets however defied election outcome pullback expectations, hitting new highs. In such a scenario, investors should monitor policy changes and consider phased investments.
European shares rise after Powell's dovish comments; focus on elections
European shares rose on Wednesday as investors welcomed dovish comments from Federal Reserve Chair Jerome Powell and looked ahead to the second round of the French vote and a national election in the UK.
US stocks back at records while European bourses retreat
Wall Street equity indices advanced to fresh records Tuesday as markets embraced commentary from Federal Reserve Chair Jerome Powell, while European bourses retreated on unease about upcoming French elections. But bourses in Paris and Frankfurt both retreated amid concerns about the potential economic fallout should the far right win power in France in weekend elections.
Asian stocks fluctuate as traders weigh Trump win
Asian stocks fluctuated amid US election uncertainty. Markets in Japan, Australia, and South Korea remained stable. Yields on 10-year Treasuries held steady. Wall Street edged higher with tech megacaps leading the rally. The Democratic National Committee considers early Biden nomination. Supreme Court ruling on Trump's immunity affects the election. Fiscal deficit policies are investors' focus.
Tech boom leads global markets through first half of 2024
The first half of 2024 was marked by soaring mega caps, political uncertainties, and remarkable movements in commodities and emerging markets. From Nvidia's market value surge to Japan's weakening yen and the rise of cryptocurrencies, the period reflected a mix of challenges and opportunities shaping the global economy.
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Sector-wise fundamental analysis of Indian stocks after elections
Investing in quality companies and adopting a long-term SIP approach can maximize benefits in India's growth journey towards a $10 trillion economy through essential infrastructure development.
Nervous investors tear up ESG playbooks in election supercycle
In 2024, global elections spark an anti-green trend affecting ESG investments. Marine Le Pen and Trump's influence reshape the environmental landscape. Utility stocks gain prominence amidst shifting policies and investor sentiments.
European shares start week on bright footing on autos, banks' boost
European shares rose on Monday, led by automobile and bank stocks, ahead of the first round of French parliamentary elections. Autos surged 1.6% after the EU and China agreed to discuss tariffs on Chinese EVs. Meanwhile, German business morale declined in June, reflecting concerns about the economy's momentum.
GAIL, PNB, IREDA among PSU stocks that mutual funds exited before election results
Mutual funds sold shares in several PSU stocks in May ahead of the June 4 outcome with GAIL (India), Punjab National Bank (PNB), Power Finance Corporation (PFC), NHPC and Indian Renewable Energy Development Agency (IREDA) witnessing complete exit by individual mutual funds.
7 small and midcap stock ideas with upside potential up to 20% post elections by Prabhudas Lilladher
While the NDA government is in place, the success of BJP and PM Modi in running a minority government will be at test, although continuity in key ministries seems to be positive. Domestic brokerage firm Prabhudas Lilladher expects NDA government to sustain focus on capex led growth around PLI, Roads, Ports, Aviation, Defence, Railways and Green energy given 20 bps lower fiscal deficit in FY24, normal monsoons and Rs 2.10 lakh crore dividend from RBI. Here is a list of small and midcap ideas from Prabhudas Lilladher post the election results:
Down but not out! 4 reasons why you shouldn't write off PSU stocks yet
Analysts are positive about PSU stocks post Lok Sabha elections, highlighting growth opportunities in Nifty PSU Bank stocks and government sectors. Valuation comfort, dividend yields, and growth potential make PSU stocks attractive for value investing.
India’s stock rebound from election upset is fastest in a decade
Indian stocks quickly recovered from election shock with NSE Nifty 50 sinking 6% post Modi's alliance win, only to bounce back in 3 sessions, fueled by record $4.2 billion inflows into equity mutual funds.
Consumer sector in focus post-election results! D-Mart, Tata Consumer could give 12-18% in 1 year
We believe this rally in staple stocks is driven by not only its ‘defensive sector’ tag but also the underlying excitement, which was triggered by strong post-Q4 management commentary.
FIIs bought stocks from these 4 sectors ahead of election results
In May, FIIs were net sellers, yet invested over Rs 11,000 crore in 4 sectors: capital goods, consumer services, realty, and telecom, ahead of Lok Sabha election results. NSDL data reveals top buys in capital goods at Rs 6,024 crore, followed by consumer services, realty, and telecom. Financial services and IT bore the brunt of FII outflows.
Why investors are favouring FMCG stocks after elections
One key reason behind FMCG becoming a preferred choice in today’s time was this year’s general election. It was the most expensive affair with an estimated campaign cost incurred by political parties reaching a record Rs 1.35 lakh crore. A significant share of this pie moves into the pockets of rural India.
Modi premium for Indian stocks gets a hard look after elections
With the leader now navigating coalition politics after a weaker-than-expected mandate in this week’s national election, the so-called Modi premium is under scrutiny. Investors are looking for proof that Modi can continue his reforms with the same vigor, while balancing the demands of alliance partners and avoiding populist measures to regain public support.
Global funds cautious on stocks after election surprise
Global funds were net short on over 280,000 index-future contracts and were long on over 100,000 put options contracts, according to provisional exchange data compiled by Bloomberg, indicating expectations for equities to fall further.
Traders stunned by election surprises from Mexico to India
The world witnessed unexpected outcomes in the Mexican elections and Narendra Modi's victory, impacting markets globally. Claudia Sheinbaum's landslide win also played a significant role in reshaping market dynamics.
ITC among 18 large and midcap ideas from Motilal Oswal post election verdict
Motilal Oswal identifies sectors with overheated valuations likely to become attractive post-elections. Picks include large caps like ICICI Bank, ITC, and HCL Tech, and midcaps such as Indian Hotels and Godrej Properties. Outlook remains positive with strong macros and corporate earnings growth.
Taking stock: When Street swings to the count of votes
Nifty saw its biggest fall in 20 years after the BJP fell short of a majority. The markets, expecting a BJP win, now face correction due to high valuations.
Impact of election results on stock market: Are Modi stocks the best bet?
Stocks related to Prime Minister Modi's policies, known as 'Modi stocks', are gaining attention. These include PSU stocks and those of private companies in sectors like infrastructure, defense, and manufacturing.
Defence stocks fall up to 11% in early trade session amid tight election race
Defence stocks fell up to 11% on BSE as ruling NDA may get lower seats in Lok Sabha elections, impacting market sentiment.
If PM Narendra Modi wins election, buy these 7 industrial stocks: Jefferies
Jefferies has listed HAL, L&T and ABB India among top 7 stocks that can rally up to 33% if Narendra Modi-led NDA retains power in the general elections.
Election picks: 32 stock recommendations from Anand Rathi
With the resounding victory of the incumbent government, Anand Rathi believes that markets would cheer the expected results as policy continuity would prevail with an increased focus on improving execution speed and plug gaps to increase efficiency; in turn better and sustained high GDP growth. Brokerage firm Anand Rathi has shortlisted sectors and stocks amongst its existing coverage which could benefit in the medium to long term. Investors could add these ideas in a staggered manner. Here's the list:
Election stocks to buy: Pick from a buffet of 50+ counters from 5 brokerages
Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T, and ONGC for potential gains post-election.
Election results and stock markets: If history can predict the future
India awaits the Lok Sabha election results with anticipation, largely expecting a win for the Modi-led NDA alliance. Analysts foresee policy continuity and market stability if expectations materialize, but unexpected outcomes could trigger short-term market volatility. Regardless, experts suggest viewing any market dips as buying opportunities.
Investors pour into India ETFs ahead of election result
Investors poured money into Indian company stocks ETFs ahead of Modi's predicted third-term win based on exit polls. India saw the largest inflow with $307.5 million, led by iShares MSCI India ETF. Market experts like Ashish Chugh from Loomis Sayles anticipate pro-growth policies under Modi's leadership.
Election stocks to buy: Over 50 ideas for investors betting their house on Modi's victory
Driven by significant short-covering by Foreign Institutional Investors (FIIs), the Nifty surged approximately 3%, while the Sensex soared by a staggering 2,778 points on Monday morning, following the unexpected exit poll projections of a landslide victory for the NDA. The "Aayega To Modi" slogan became an investing strategy as traders enthusiastically bought Prime Minister Narendra Modi's favored Public Sector Undertakings (PSUs) in entirety.
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