POLITICAL STOCK SURGE
When the stock market is a one-way street
Post-pandemic central bank policies have spurred a robust, seemingly perpetual equity rally, challenging traditional cycles. Despite economic growth concerns, instability, and geopolitical risks, markets remain resilient due to low interest rates and high liquidity. Household investments and mutual funds, driven by past returns, fuel this illusion of growth, defying expectations of a market correction.
Pakistan stocks downgraded to frontier market by FTSE Russell
Pakistan's market status has been lowered from secondary emerging to frontier market by FTSE Russell, impacting equities with potential outflows. Despite this, the market remains optimistic due to IMF support. Debt concerns and political volatility have contributed to Pakistan's struggle to maintain its market size and liquidity.
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.
Yen hits 38-year low, Nikkei surges as Trump risk buoys US yields
In a sensational turn of events, the U.S. dollar skyrockets to a 38-year high against the yen amidst speculation of a Trump comeback. The Nikkei soars past 40,000, while oil prices surge at the beginning of the summer driving season. Sterling and the Chinese yuan weaken, with all eyes on the Federal Reserve and upcoming job data.
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.
Euro rises to two-week high after France's far-right wins first-round vote
Amid market volatility, potential alliances to block the far-right have emerged in France's election. The RN party eyes a possible absolute majority, adding to ongoing uncertainty and investor concerns.
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Wall Street ends lower as investors digest inflation data, presidential debate
Market dynamics were influenced by strategic acquisitions like Nokia's deal with Infinera, impacting trading volume. Sector performances varied, with energy and real estate sectors showing resilience, while utilities and communications services faced declines.
Sensex extends record rally to 3rd session, ends above 79K, Nifty tops 24,000
Heavyweights RIL, HDFC Bank, and ICICI Bank were among the biggest contributors to Nifty's rise. Sectorally, buying was noticed in banks, FMCG, metals, and pharma. For Nifty50, the latest 1,000-point gain from 23,000 to 24,000 has been the 2nd fastest ever. Nifty took 23 sessions to climb 1,000 points.
Deepak Shenoy hunting for winning stocks in 5 key megatrends
It is difficult to gauge changes in core fundamentals in just two weeks, but it appears that there is a level of political continuity that is acceptable to markets. It isn’t just retail investors; by June 24, foreign portfolio investors have added Rs 13,000 crore into equity markets as well. In the short term, the markets are slaves of liquidity, and the inflows seem to be strong.
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.
Women are taking stock: As more women enter the high-net-worth category, their investment choices are also changing
Deepika Gehani, the cofounder of Genesis Luxury, represents the trend of affluent Indian women shifting towards equity investments. Nupur Garg, founder of Winpe, shares a similar sentiment on increasing risk appetite with growing wealth. The survey by Waterfield Advisors highlights women's interest in equity investments, with a focus on financial literacy emphasized by Priti Rathi Gupta. Anuj Kapoor from JM Financial Services notes the active role of female UHNIs in wealth management, while Devna Shah and Suhasini Sampath provide insights on equity and real estate investments.
Rupee at the mercy of politics? What’s the fate of the rupee?
The recent volatility in Indian markets and the rupee reflects a shift in the political landscape, with Narendra Modi's BJP failing to secure a majority. Despite forming the coalition government, its fortunes — and that of the Nifty and the rupee — will remain dependent on the allies.
What explains heightened foreign investor activity on May 31?
The Congress party alleges insider trading by foreigners ahead of the BJP's predicted victory in the exit polls on May 31, resulting in a surge in stock market activity. FPIs made significant purchases linked to the MSCI's quarterly rebalancing, impacting global indices and passive funds.
Stocks to buy after Lok Sabha Elections Results 2024: 5 stocks with up to 23.2% upside potential
While the 4 June crash eroded investor wealth, it may have eased stretched valuations. Experts believe the BJP-NDA government’s economic agenda will largely remain unchanged, though some priorities will be adjusted. Even before the election-induced jolts, the markets had been witnessing volatility. To counter the near-term shocks, invest in companies that have shown stability in the past.
Investment returns during coalition govt: Modi 3.0 might be good for stock market, mutual fund investors, show trends during previous govts
How will be Modi 3.0 for investments? The stock market experienced a sharp decline following the Lok Sabha elections 2024, causing concern among young investors. They are worried about their investments as a coalition National Democratic Alliance (NDA) government prepares to take oath on June 9, 2024. Will the volatility in the stock market continue? How will NDA-3.0 be for your hard-earned money? Is there a bad government for your investments? Should the incoming government worry debt investors? Should you invest in equities, mutual funds or debt instruments? Questions such as these are worrying investors. So here are some answers that should give an idea of what is in store for you in the next five years.
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.
Bullish Wins & Bearish Losses: Here are the key contests and results of 2024 Lok Sabha polls
An election with surprising results as exit polls were inaccurate. Politicians, including established leaders, had unexpected victories and defeats.
Political, market volatility spice markets up
Investor sentiment is fragile in Asian markets amid concerns over U.S. and global economic growth. Indian assets have been volatile due to the country's general election result.
GIFT Nifty down 60 points; here's the trading setup for today's session
"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 Siddhartha Khemka, Head - Retail Research, Motilal Oswal.
Big IPOs seen making a comeback as stock boom continues
A flurry of small deals has made India one of Asia’s busiest IPO markets this year. Bigger share sales brighten the nation’s chances of attracting global funds as investors rotate money amid a patchy recovery in China.
Iran President Raisi dead: How it may impact the region including Israel, oil prices, gold, and stock markets
The death of Iranian President Raisi in a helicopter crash is poised to have significant repercussions, given Iran's longstanding conflicts and alliances in the Middle East. The incident comes amidst escalating tensions between Iran and Israel, raising concerns about regional stability and Iran's nuclear ambitions.
Caught in electoral choppy waters
Markets turbulent pre-election with Sensex, Nifty affected. Economic factors, global conditions, MF investments crucial. Investment horizon, fiscal policy, CAD, inflation target key. Emphasis on rural consumption, private investment, manufacturing exports.
Fear gauge surges to 14-month high as poll heat grips D-Street
With forecasts about the performance of the BJP-led NDA, the Dalal Street favourite, fluctuating wildly recently, analysts said the undertone has turned nervous, reflecting in the surge in VIX.
Sensex surges 941 points: Here are 5 factors which unleashed the bulls
Domestic indices rose on Monday amid buying action in banks and easing crude oil prices and geopolitical tensions. Global markets also lent support to sentiments back home.
Political ad blitz on Google; new use cases for digital currency
Data from Google Ads Transparency Centre shows that parties are shelling out nearly Rs 117 crore on the search giant alone. This is against the Rs 10 crore spent on political ads in the runup to the 2019 general elections.
Trump's media company valued at nearly $10 bln as shares surge over 50% in Nasdaq debut
Trump Media & Technology Group shares surged 50% on Nasdaq debut post-merger, reaching $-10 billion market cap. Majority stake valued at $5.72 billion. Trading briefly paused for volatility.
Adani Group stocks extend rally for 3rd session, surge up to 15%
Following the assembly elections results in Chhattisgarh, Madhya Pradesh, and Rajasthan, the Adani group flagship Adani Enterprises hit a 10% upper circuit, while Adani Energy Solutions rose 14%. Adani Power and Adani Green Energy surged over 12%. Adani Total Gas, Adani Ports, and Adani Wilmar advanced 5-8%.
Siemens Energy shares head for 2nd best day ever on hopes for guarantee deal
The stock price surge caps a recovery week for the maker of gas and wind turbines, shares of which fell to a record low on Oct. 26, when it disclosed talks with the government, banks and top shareholder Siemens over guarantees.
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