Posts in category Economic Times
Industrials & Consumer Durables deliver biggest gains in Q4. Here’s how other sectors performed (19-05-2024)
Nifty500 has surged 37% and Sensex 20% in the past one year. Here's a look at the sectors with the biggest gains in the past quarter. Industrials sector was the biggest gainer, followed by consumer durables and metals and mining.
Runaway rallies or falls not on cards; if market surges, FIIs will buy and DIIs will sell: Sanjiv Bhasin (19-05-2024)
Sanjiv Bhasin, Director at IIFL Securities, discusses market predictions, FIIs impact, and how to election-proof the portfolio with HDFC Bank, Coforge, and Vodafone Idea. Bhasin says the Indian investor is mature now. The markets have become much more sanguine and there is no scope for runaway rallies or runaway falls.
Trading journal is the most underrated risk mitigation technique. Here’s a 5-step guide (19-05-2024)
The trading journal is an indispensable for enhancing trading skills. It helps to systematically record all trades that enables us to identify the strengths and weaknesses, analyze trades, and create a profitable strategy. Finance Minister Nirmala Sitharaman emphasized the benefits of using a trading journal to enhance trading skills and profitability, highlighting the importance of stability in the financial market to protect investors.
Trading journal is the most underrated risk mitigation technique. Here’s a 5-step guide (19-05-2024)
The trading journal is an indispensable for enhancing trading skills. It helps to systematically record all trades that enables us to identify the strengths and weaknesses, analyze trades, and create a profitable strategy. Finance Minister Nirmala Sitharaman emphasized the benefits of using a trading journal to enhance trading skills and profitability, highlighting the importance of stability in the financial market to protect investors.
Big Funds bet the ‘anything but bonds’ trade is poised to end (19-05-2024)
US bond investors increase positions in long-dated high-grade corporate bonds, expecting gains from future interest rate cuts. Market attention is on upcoming bond sales and key economic data releases globally. The “anything but bonds trade” may now have run its course and long-duration debt is set for a comeback in the second half.
Adani Enterprises, ONGC among 13 stocks on which Jefferies initiated coverage this year (19-05-2024)
Jefferies has started covering 13 Indian stocks in 2024 up to now. This has expanded its total coverage to 188 stocks, which account for a combined market capitalization of US$3.4 trillion, representing 70% of India's listed market. The majority of the 13 covered stocks have shown strong performance compared to the benchmark index.
Not election result, if Budget doesn’t throw negative surprises, market set for a decent move: Sandip Sabharwal (19-05-2024)
Sandip Sabharwal emphasizes the importance of taxation in the upcoming Budget and advises a tactical approach with cash reserves. Sabharwal says foreign investors will return to India once it gets established that US inflation is clearly on the way down and the US dollar starts to weaken, India including all emerging markets will get substantial foreign investor flows
Gold rallies on rate cut expectations amid US economy slowdown (19-05-2024)
Spot gold rose on Friday despite US inflation data, anticipating rate cuts amid a weakening US economy. US CPI and PPI Final demand were below forecasts. US Fed Chair Powell remains optimistic about inflation. US Philadelphia Fed business outlook was below expectations. Fed officials hold varying views on rate adjustments.
In case of clear majority for BJP, market may rally 8- 10%: Kunal Bothra (19-05-2024)
Kunal Bothra suggests an election-proof portfolio with L&T, BHEL, and Amara Raja Battery. He discusses FPI short positioning, VIX jump, and market scenarios based on majority outcomes. Bothra thinks markets are very pessimistic and in that context, if there is a clear majority, I would expect maybe 8% to 10% rally from current levels.
Will Nifty hit fresh record high before elections? That depends on these 5 factors (19-05-2024)
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 developments. Nifty and Sensex have reached all-time highs driven by US Fed data and expert insights. Key factors that will shape market outlook.