MARKET CYCLES
Can the bull run continue or should you be concerned? Ajay Khandelwal explains
Ajay Khandelwal says expecting between 5% and 7% earning growth in large-cap IT companies, but certain businesses in midcap IT will grow even more than 15% to 20%. At this point, we have allocation in our large and midcap and our multi-cap. But in terms of smallcap, we do not have IT allocation.
Brokerage View: Chemical stocks ripe for fresh up-cycle
“These stocks have either reversed from a long-term support or made a multiyear breakout retest which make them quite safe as compared to the stocks which are witnessing a breakout which can fail if the markets correct,” said InCred’s VP, Gaurav Bissa, in a client note.
Don't see end of bull market cycle in India for next few years: Ridham Desai
Sensex I think compounds at 12% to 15%, but it will not go linearly up and there will be ups and downs, so there will be periods when the Sensex returns a lot more and then there will be a few occasions when the Sensex is not doing so well.
Fed pivot or not, RBI likely to go its own way on rates, says I-SEC PD
“It is plausible to make the interpretation that RBI MPC may well pivot before Fed starts its own cutting cycle and that was the motivation for the statement... However, we believe the reason for this emphasis was the opposite based on other statements,” wrote economists from ICICI Securities Primary Dealership.
Leading Indian hedge fund Avendus Capital sees banking as a top bet
Avendus Capital CEO Holland uncertain about pre-budget rally, mentions potential capital gains tax change ahead of India's full budget presentation in July
Australia, NZ dlrs in demand as rate outlooks diverge
The Australian and New Zealand dollars rose as G7 central banks started easing cycles, contrasting with steady rates at home. The Reserve Bank of New Zealand (RBNZ) is expected to maintain rates at 5.5% until November, while the Reserve Bank of Australia (RBA) is unlikely to ease until April next year.
Tech stocks lift Nasdaq, S&P 500 as rate-cut expectations tick up
Nasdaq hits record intra-day high on tech rally, fueled by gains in Microsoft and Amazon. Investors remain cautious, weighing economic concerns against the possibility of earlier Fed rate cuts.
Be a contrarian in such times, if they have strong parent: 5 midcap stocks belonging to large industrial houses with upside potential of up to 49%
At a time when the market is digesting an election result which it did not expect. Questions are bound to come to about what should be done with mid-cap stocks. Is there a possibility that we might see more corrections ? The answer is yes. More than anything else, the reason for the correction would be the valuations and the fact that there was and still froth in some segments of the market. Should you buy mid-caps, the answer is yes. The question is what are you buying and for what time frame. And the bigger question is does the management have a proven track record that if tough times comes then it can steer the company through a tough time. If these tick marks are done, then ignore the political noise which all the political analysts are going to bring on table and surely there is no dearth of them. Focus on what is the business and who is running that business.
Past reforms will continue to drive economy over next 2 years: Neelkanth Mishra
In fact, with the RBI dividend being significantly better than what was budgeted, I would not be surprised if in the July budget, the government chooses to bring down its FY25 fiscal deficit target from 5.1% to 4.9% because that money is there.
Expect 13-15% earnings growth in FY-25 driven by topline growth, margin expansion: Venugopal Garre
Remember, we have not even yet seen a rate cycle decline as well, so those are the levers which come through late in the year from a support point of view for macro.
Election cycles and stock market performance: Don’t ignore the long-term
National elections can create market anxiety due to policy uncertainties, impacting market and economy. Understanding election results' relation to equities market performance is crucial for investors' long-term outlook.
Failed Wall Street trades rate roughly stable under faster settlement
The U.S. failed trades rate stood at 1.90% on Wednesday, stable from Friday, per DTCC. Market expected a rise to 4.1% post T+1 implementation, from 2.9%, as per ValueExchange.
Wall Street's faster trade settlement sees some temporary bumps
The transition to faster trade settlements in the U.S. faced bumps despite a mainly smooth switch to T+1 settlement cycle from T+2, mandated by the SEC. Market participants anticipated increased trade failures and hiccups in the securities market.
Wall Street returns to T+1 stock trading after a century
The switch to the system known as T+1 — abandoned in the earlier era as volumes became unwieldy — is ultimately intended to reduce risk in the financial system.
Top altcoins to buy before the market blooms
After the pre-halving rally, the crypto market has been going through a lukewarm period. For strategic investors, this presents excellent opportunities to buy at low costs.
Three crypto coins under $1 with exponential growth potential
The crypto market anticipates a bullish cycle with the potential approval of ETH ETFs. Top cryptocurrencies like BTC are poised to reach $90K, while ETH could hit $5000. Established coins like SOL, XRP, and ADA are expected to achieve new ATHs.
Mahesh Nandurkar on 5 best sectors to own from 3-year perspective
Mahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the potential for earnings growth and the impact of global economic factors on India's market prospects. Nadurkar says: "I would not necessarily link the FMCG stocks going up to the big improvement in the rural demand recovery as such."
US weekly jobless claims increase more than expected
Labor market shows signs of easing as new unemployment benefit claims by Americans exceed expectations, reaching 231,000. The rise, partly due to seasonal factors, reflects adjustments post-interest rate hikes, with expectations of Federal Reserve rate cuts.
Deepak Nitrite surges 4.8% after double upgrade from Morgan Stanley
The brokerage said Deepak Nitrite is in the midst of its largest investment cycle, transitioning into India's largest, integrated phenolics producer.
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