STOCK MARKET OUTLOOK
Buy the dip in Titagarh Rail as share price can touch Rs 2,000 in near term: Kunal Shah
"The Nifty index experienced a strong momentum rally over the past 3-4 days, followed by some profit booking at higher levels. The immediate resistance stands at 24,200, and a sustained move above this level will confirm the continuation of the ongoing uptrend."
Ahead of Market: 10 things that will decide D-Street action on Friday
The underlying trend of Nifty continues to be positive. A sustainable move above 24000-24100 levels could pull Nifty towards another Fibonacci extension resistance of around 24380-24400 levels in the near term.
Dhiraj Agarwal on the next big trigger for equity markets
At least for a couple of months, China pulled in a large amount of inflows by the global investors. I have not seen the most recent data, but Feb-March they pulled in about $40 million. Something like that happens, it obviously impacts the amount of flow, which could happen in India. So, on the FPI flow, it is just a toss-up. I mean, it is very difficult to predict, honestly.
Ahead of Market: 10 things that will decide D-Street action on Thursday
According to experts, financial and consumption stocks are currently gaining momentum due to enhanced balance sheets, robust GDP growth projections, and easing inflation. He noted that global market trends are reflecting similar patterns, with a general agreement on the likelihood of upcoming rate cuts.
Strong demand in cement for next 1-2 yrs; 5 stocks to bet on: Ronald Siyoni
Ronald Siyoni, says there is an intention within the sector to go ahead with the cement price hike. We have seen about 1.5% odd price hikes during June on an average on a pan-India basis, but still, pan-India prices remain lower sequentially for quarter one of FY25 by about 3% to 4%.
Ahead of Market: 10 things that will decide D-Street action on Wednesday
The Nifty index has broken through the 23,600 resistance level after consolidating for two weeks, setting a new record high. Analysts remain optimistic, with the next target set at 24,000.
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Ahead of Market: 10 things that will decide D-Street action on Tuesday
Rupak De, Senior Technical Analyst at LKP Securities, noted that the Nifty had slipped lower in early trades, but bulls were able to defend around the 55 EMA on the hourly chart. He indicated that the trend would remain positive for the short term as long as it remained above 23,300, where a buy-on-dips strategy might favor traders.
Sandip Sabharwal on 4 bank stocks that may outperform the market
There is not much change in what I thought could do well. So, I think as the only basket where people can reconsider potentially is on the consumption side where if there are normal monsoons and there are some tax sops, so that is where some sort of recovery could play out.
Ajay Bagga on where to look for next market trigger and pockets to avoid now
Ajay Bagga says railways and defence sectors have already run up much and multi-year order books have been factored in. Now it is the execution challenge. So, have the investors already eaten the pie for railways and defence? Not fully, but right now there might be one more move up like we saw in railway stocks today.
Ahead of Market: 10 things that will decide stock action on Monday
Indian benchmark equity indices ended lower on Friday, once again succumbing to profit booking after hitting all-time highs, although they locked in a third straight week of gains powered by a rally in financials and the return of foreign investors.
Sentiment is changing, FIIs could push market rally further, says Chandan Taparia of Motilal Oswal
FIIs covering short positions in the Indian market may drive a potential rally, supported by DIIs and SIP. Amidst profit booking in FMCG stocks, focusing on rural demand and monsoon impact could offer buying opportunities. Private banks and financial companies show promising trends, while Nifty Auto and telecom sectors present favorable trading prospects.
RVNL, Suzlon among top 3 stock ideas of the week from Rupak De
Nifty has been favouring non-directional trades for the last few days. But the FII long-short ratio suggests that the FII short percentage in index futures has come down from 87% at the start of the series to 43% in the previous session. This trend hints at a significant short unwinding, says Rupak De.
Nifty in a narrow range between 23,300-23,500. How to trade this week
"For Nifty Bank, one should wait for a breakout confirmation above the 50,200 mark. If the index breaks above 50,200, it will open the path to 51,000 on the upside, with strong support at 49,800."
What does the earnings growth outlook look like for next year? Sahil Kapoor answers
Very few countries have been able to do it and our data tells us that no more than two to three countries have been able to deliver 5% to 6% real returns even for investors who have been the most disciplined.
Should investors buy select IT and FMCG stocks? Anand Tandon answers
The crop output is likely to be better and perhaps with some support from the government we are likely to get better realisations as well. So, as a combination, I expect to see a significant increase in rural demand coming through and therefore, you are looking for direct farm plays as well as indirect ways of looking at where rural consumption can actually increase demand.
Nifty 50 could scale new peak this week, believes Rajesh Palviya
There was uncertainty when the counting was happening. So, most of the bags moved to the defensive sector and in the defensive sector FMCG, pharma, these two pockets were majorly focused by the market participants.
3 stocks Viral Shah is bullish on from NBFC sector
I think a lot of analysts and investors have kind of built this in in their numbers and the impact is going to be actually gradual. Given that these are two-three years fixed rate loans, so the impact is always on an incremental basis. So, it will take two to three years for it to play out fully in terms of the financials. And the quantum of it also would vary. If it is a 50 or 100 base points kind of a rate cut, in the kind of the construct of the ROAs that MFIs make, it should be easily digestible.
Valuations in PSU capital goods, infra & defence remain expensive: Pratik Gupta
The macro environment is extremely stable, whether it is the fiscal deficit, the current account deficit, inflation, forex reserves, so that is really one of the big attractions for both global as well as domestic investors.
F&O Talk | India VIX may surge to 29 level ahead of election outcome: Sudeep Shah of SBI Securities
Nifty and Bank Nifty anticipate volatility amid election outcomes, with Nifty forming a bearish trend. Sudeep Shah of SBI Securities advises cautious trading, emphasizing risk management and hedging strategies. Certain sectors like Automobiles and Pharma may shine, while IT stocks might underperform.
Q2, Q3 and Q4 will be better for MAN Industries: Ramesh Chandra Mansukhani
Ramesh Chandra Mansukhani, Chairman of MAN Industries, outlines ambitious growth plans for FY25 and FY26, including expansion in Saudi Arabia and the development of high-margin hydrogen pipes. The company's focus on exports and value-added products is set to propel its revenue and profit growth. He says, India will be a very promising market in coming days.
OTM indicates 19% chance of Nifty closing above 24K by June 6, says Sudeep Shah of SBI Securities
With the ongoing buzz around the Lok Sabha election results, markets are still witnessing strong volatility. India vix stood above 21 as of May 24.
2 sectoral bets from Ganeshram Jayaraman for next 2 years
This has led to a very positive capex cycle, likely to start private sector capex cycle. This very good profit growth also led to strong government capex because tax collections were buoyant. So, it was a very strong demand, supply, earnings and valuations cycle.
Fund Manager Talk | Chances of downside surprise in Nifty higher after elections: Viraj Gandhi, SAMCO Mutual Fund
CEO Viraj Gandhi of SAMCO Mutual Fund provides insights on market impact, sector preferences, and future trends including the renewable energy sector's growth in FY25.
F&O Talk: Sudeep Shah of SBI Securities shares notes from his Nifty, Nifty Bank playbook
Currently, the index is trading above its short and long-term moving averages. The daily RSI has given a breakout of a falling wedge pattern and is about to cross the 60 mark, indicating strengthening momentum. Additionally, all the other indicators and oscillators indicate strength, and hence, we expect the current positive momentum to continue.
What to do with Tata Motors, Mamearth and 4 other stocks? Religare Broking's Ravi Singh decodes
Dr Ravi Singh predicts Nifty testing highs at 22,800 levels amidst positive sentiment. Investors advised on stop losses in volatile markets and quality stock selection in the banking sector. Traders recommended actions on top gaining stocks like Hindustan Zinc and Tata Motors.
Fund Manager Talk: Why Mahesh Patil isn’t the one to time election outcome
The March quarter has seen a slowdown in the topline growth across sectors as the nominal growth has moderated on the high base of last year and cooling off of inflation.
ETMarkets Fund Manager Talk: Valuation of PSU stocks isn't as attractive, says Franklin Templeton’s Akhil Kalluri
Akhil Kalluri, VP at Franklin Templeton, discusses PSU stocks, retail liquidity impact, and broader market valuation risks. He also comments on tech stocks, consumption names, and industrial sectors' performance in the March quarter. Kalluri points out that the aggregate topline & EBITDA growth for Nifty 50 names in 4QFY24 so far are relatively muted, in high single digits.
Stay light & keep some cash handy; buy only after the event is over: Anand Tandon
Anand Tandon provides insights on market dynamics, banking sector performance, consumer trends, and investment strategies amidst evolving economic landscapes and global uncertainties, suggesting cautious optimism and strategic planning for future opportunities.
Paytm shares remain sell-on-rise after 2-day rally: Rupak De
"This high India VIX indicates widespread market fear among traders who have been awaiting the general election results scheduled to be announced on June 4. Historical data of India VIX suggests that the rise may not be over at the current level, implying further corrections might occur in the market. However, a one-sided fall from the current level is less expected."
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