FUNDAMENTALS SPOT
Taiwan, India threaten China’s top spot in EM equity portfolios
The rise of Taiwan and India is allowing investors to better diversify by betting on artificial intelligence chipmakers and the infrastructure boom coming from Modi’s programs to modernize the country. As the US rate cycle peaks out, having attractive options in emerging markets is fundamental to any pivoting of capital flows.
Gold climbs Rs 370; silver jumps Rs 600 amid strong global cues
Analysts like Saumil Gandhi and Praveen Singh foresee continued market impact from factors like US PCE inflation data and hawkish statements. The gold market remains influenced by global economic trends and currency fluctuations, leading to a cautious outlook for traders and investors.
NASA shares rare lightning bolts spotted over the Himalayas. What causes these gigantic jets?
NASA recently showcased gigantic jets over the Himalayan Mountains,. These jets, a new discovery, bridge thunderstorms with the ionosphere, sending powerful electrical charges into space. Their impact on atmospheric electricity and technology, including satellites and communication systems, is under study for both scientific and practical applications.
Gold slips on higher treasury yields, US Fed speakers on tap
Gold prices slipped on Monday due to higher Treasury yields. Investors await US data and comments from Federal Reserve officials for monetary policy cues.
China's central bank to return to gold buying as prices ease
China, the leading buyer of gold among official sectors, is likely to resume its gold acquisitions once prices dip from the record highs seen in May. After 18 months of consecutive purchases, the People's Bank of China paused its buying in May, causing global gold prices to drop significantly.
India's robust LNG imports are Asia's standout, but higher prices may weigh: Russell
The surge in arrivals comes even as the spot price for delivery to North Asia has been rallying, rising from a near three-year low of $8.30 per million British thermal units (mmBtu) in the week to Feb. 23 to a five-month high of $12.30 last week.
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Gold records its worst weekly fall this year on hawkish Fed minutes
April's preliminary US economic data shows unexpected strength in durable goods orders, rising 0.70% against a predicted -0.80% decline. Even excluding transportation, the sector grew 0.4%, surpassing the 0.20% forecast. Consumer sentiment, measured by the University of Michigan, also improved to 69.10 from 67.70. However, inflation expectations for the next year and five to ten years fell slightly below predictions, at 3.30% and 3.00%, respectively.
Gold prices back in limelight after mild correction
Gold prices have surged both globally and domestically, nearing the significant psychological level of $2,500 per ounce on the London spot market, representing a year-to-date increase of almost 17%. This momentum is reflected in the Indian market as well, with MCX futures prices exceeding ₹74,000 per ten grams.
Sparking FIRE: How StockGro’s #BFF campaign demystifies the fundamentals of financial freedom and early retirement
Financial freedom is about pursuing passions without financial burdens, intersecting with the FIRE movement for early retirement like FIRERachita. StockGro's #BFF campaign drives financial awareness in India, empowering individuals to achieve financial independence through smart investing and a beginner-friendly platform.
Inflation concerns weigh on gold as yellow metal ends with second weekly declines
Spot gold closed $2 down at $2301 in a highly volatile market Friday. US nonfarm payroll and ISM services data fell short of forecast; however, inflationary pressure continues to build up.
Are we in for another round of selling in midcaps & smallcaps? Andrew Holland answers
Andrew Holland discusses small and midcaps' growth dynamics, emphasizing price consideration for potential high returns in three to four years. Market sentiment shifts from bubble fears to a bullish outlook, focusing on stable fundamentals and growth opportunities despite overheated valuations. Holland says: "As long as you know your companies and the themes that you are playing, there are good opportunities."
Gold's run on Street remains uninterrupted for 5th straight week
Spot gold closed with a gain of 0.59% at $2392 Friday as the metal rose on fresh concerns about the geopolitical situation following Israel's attack on Iran. Israel reportedly struck back Iran on Friday morning in a low-scale drone operation.
No justifications for gold's recent rally, investors riding on Fed rate cut hope
Gold closed at a record high of $2330 amidst escalating Middle East tensions, positive US economic data, and hints of potential rate cuts by the Fed Chair. Geopolitical tensions and economic indicators will continue to drive market sentiment. . Hotter than expected CPI inflation and contained geopolitical tensions will weigh on the metal. Resistance is at $2360/$2400 and support at $2300/$2250/$2200. A short term correction won't be surprising.
The importance of fundamental and technical research for Crypto
Crypto has been through exciting times lately and is a world where opportunities await. The space is evolving fast and maturing, and investor support remains high.
Gold ekes out gains in a tumultuous week
The metal fell to close around 0.80% lower on Friday as the US dollar rallied. The 10-year US yields at 4.21% were down over 2% on the week as the yields were 1.57% lower on Friday.
Oil drifts lower as China reforms underwhelm despite OPEC+ support
Oil slipped for a second day on Tuesday as concern over China's plan for growth and uncertainty over the pace of U.S. interest rate cuts offset the prospect of a tighter market due to continued OPEC+ supply restraint.
Accenture spots about 10% revenue upswing via GenAI
In an exclusive interview with ET, Senthil Ramani, global lead – data and AI at Accenture, said the company's clients across key sectors, including banking and insurance, consumer goods, retail and software and platforms, are betting on potential increase in revenues through integration with generative AI.
Fundamental Radar: Risk-reward attractive in Dalmia Bharat on three tailwinds, says Arun Agarwal
Realisations were higher sequentially as the cement maker front loaded price hikes. The company’s operating profit per tonne rose more than 19% sequentially to Rs 1,140, aided by the price hikes.
ETMarkets AIF Talk: Young fund manager unveils secrets to spotting multibaggers in SME & microcap markets
Kresha Gupta, fund manager of Chanakya Opportunities Fund, discusses the exceptional performance of the fund in SME IPOs since its inception. The fund follows a strategic investment approach, allocating to unlisted and listed SME exchange companies, and small cap SME companies based on a rigorous stock selection process. The fund has a lock-in period and actively manages risk.
Fundamental Radar: Why Thangamayil Jewellery can command premium multiple vs peers?
A shift from the unorganised and small stores to organised and large format stores, reinforced by stringent government regulations, has led to significant market share gains for players like Thangamayil Jewellery.
'Temples are not tourist spots': HC asks authorities to restrict entry of 'Non-Hindus' into temples
The Madras High Court has directed Tamil Nadu's Hindu religious department to restrict non-Hindu entry beyond temple flagpoles statewide. Justice Srimathy's ruling responds to a petition seeking exclusive Hindu access to the Palani temple. Non-Hindus must provide written undertakings of faith to enter, enhancing communal harmony.
DBT helped spot fake accounts, save ₹2.5 lakh crore, says Finance Minsiter Sitharaman
Finance Minister Nirmala Sitharaman highlighted the government's success in saving ₹2.5 lakh crore through Direct Benefit Transfer (DBT) by eliminating fraudulent beneficiaries. DBT has improved transparency and efficiency by utilizing technology. Sitharaman emphasized the need for India to become self-reliant and a developed nation by 2047. She regretted the lack of urgency in previous governments in providing basic necessities to the population. The government's approach is to empower and skill people, ensuring access to healthcare and other essential services for all.
Value Research to introduce fundamentals-driven stock rating system for investors; know more
What investors need is not emotionally charged reactions, but a fact-driven framework, one that provides a quick quality check for every stock, as a starting point. Such a system could filter a large number of stocks through an objective, rulebased model to spot quality, and just as importantly, the lack of it.
Gold holds above $2,000 on Fed rate cut hopes; focus on US inflation
Gold prices held steady above the key $2,000 level on Wednesday, supported by prospects of interest rate cuts from the Federal Reserve next year, with investors awaiting for U.S. inflation numbers later this week.
Fundamental Radar | Transmission ops to make for over 50% of GAIL’s EBITDA in FY25: Sneha Poddar
Besides, lower spot LNG prices will also spur demand, and this should have a positive impact on GAIL India’s transmission businesses, according to Sneha Poddar, associate vice president - research, Motilal Oswal Financial Services.
Gold prices rally on Fed peak rate speculation. What’s next?
Gains in gold have come on the notion that the Federal Reserve is done with hiking interest rates as the recently released CPI inflation data lagged the forecast, while jobless claims jumped to the highest level in the last two years.
ETMarkets Fund Manager Talk-Using “BMV” metric, this Rs 3,600 cr fund manager tries to add alpha in portfolio
Asked about how the fund aims to generate alpha returns for its investors, Jitendra Sriram, a senior fund manager at the asset management firm, shared the “BMV” metric adopted by the company in its hybrid fund to achieve the same.
ETMarkets Smart Talk- We have a Nifty50 target of 20,200 by December 2023: Neeraj Chadawar
The Indian market performance has shown resilience in the last couple of months. It has outperformed the major global market by healthy margins, thanks to the country's robust and superior outlook vis-à-vis other emerging economies.
Invest in ‘bright spot’ India: Prime Minister Narendra Modi to global investors
Modi said the optimism for India is driven by its strong democracy, young demography and political stability. Due to these, India is taking decisions that boost the ease of living and ease of doing business, he said. "The IMF sees India as a bright spot in the global economy while the World Bank says India is in a better position to deal with global headwinds than many other countries," Modi said.
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