MACRO DATA

The Japanese yen jumped on Thursday, in a move traders said was most likely the result of dollar selling after a weak reading of U.S. consumer inflation, rather than official intervention from Tokyo authorities.

The IT industry anticipates a slow start to the year with concerns over weak first-quarter performance. Mid-tier companies may see growth opportunities in 'pre-GenAI' spending. Margins are expected to be stable amid macro uncertainties. TCS and Cyie...

Benchmark indices closed with minor gains, marking a positive week. Analysts expect Q1FY25 earnings and inflation cues to guide markets. Gift Nifty signals a negative start. India VIX fell 1.24%. Mixed global trends; S&P 500 futures down. Rupee at 8...

The Chairman of Elyments Platforms highlights the slowdown in the US economy, noting softer labor markets and slowing wage growth. Despite market expectations of rate cuts in September and December, Fed officials remain cautious, waiting for more da...

​I think July is a tough call now, although the payroll numbers on Friday will give us another clue on that. But I think they will cut twice before the end of the year, probably in September and December.

On Thursday, the stock markets ended with slight gains after trading positively throughout the day, supported by robust Foreign Institutional Investor (FII) activity and favorable macroeconomic conditions.

Domestic markets continued to reach new record highs, building on gains made since the election results. "The market is also benefiting from positive trends in global markets, particularly in the US as it progresses steadily towards the presidential...

I think the political outcome was suggesting that there is kind of a weak sentiment at the lower end of the income pyramid. And whether we accept it or not but India has seen a K-shaped consumption recovery post the pandemic. So, most of the high fr...

Equity markets rallied over 3% after exit polls predicted NDA's third consecutive win, with experts expecting new highs and recommending focus on manufacturing, capex, infrastructure, and financials for long-term investment.

Chinese valuations are roughly half of India's, but Chinese earnings growth is also significantly lower. The China trade is more tactical and opportunistic.

Investors would react to not just the exit poll predictions but also India's Q4 GDP numbers which, at 7.8%, was much higher than the Street estimates. Global markets will likely react to the outcome of the PCE data in the US, the Fed's preferred gau...

Moody's Ratings projected India's growth at 6.8% in 2024, followed by 6.5% in 2025. The prediction was driven by economic expansion and post-election policy continuity. The real GDP grew by 7.7% in 2023, with strong government spending and manufactu...

The finance ministry's April report predicts strong economic activity in FY25, with rising industrial activity and fixed investments. Positive macro-economic indicators include a bright manufacturing outlook and improved services sector, supported b...

U.S. stocks fell despite Nvidia's strong revenue forecast boosting shares. Economic data on inflation concerns and potential delay in Fed rate cuts overshadowed the market performance.

"We expect this Positive momentum to continue on the back of an improving political environment, continued short covering by FIIs, and strong domestic macros. Sectors like Defence, Banking, and Railways are expected to remain in focus," said Siddhar...

International funds, including top performers like Mirae Asset NYSE FANG+ETF FoF, showed strong growth. However, concerns arise with Sebi's restrictions on overseas ETF investments and varying earnings growth in indices like Hang Seng and CSI 300.

The week may remain lacklustre on the data front as no major economic data releases are scheduled in both the US as well as the Indian market. Indian investors are likely to focus more on the ongoing earnings season as well as stock specific develop...

Prudential measures like risk weights and loan-to-value adjustments, along with interest rates, will be more effective in repayments of loans. This will also help in housing credit growth and controlling the asset quality of banks' home loan portfol...

The benchmark Nifty 50 has formed a Doji candle on the daily charts as it stayed below the psychologically crucial 22,500 mark, with call option writers significantly increasing their positions at the 22,500 strike. The near-term uptrend for the ind...