Ridham Desai’s Outlook On The Economy, Stock Market & China Factor | Samvat 2081
First few minutes on the reason for GDP slowdown and what can potentially happen in H2.
This Diwali to next, DLF is a safe bet for Neeraj Dewan, Siyaram Silk Mills a value buy (01-11-2024)
Neeraj Dewan recommends DLF for long-term investment with a target of Rs 975 for one year. BCL, with a target of Rs 80, is considered a high-risk stock with potential growth. Siyaram Silk Mills Limited, valued reasonably, is expected to perform well, with a target of Rs 525 for the next year.
US election, tech jitters rattle world stocks (01-11-2024)
Japan’s Nikkei average fell 2% on Friday, affected by Wall Street’s decline and a stronger yen. All three major US indexes also fell 3% on Thursday due to rising artificial intelligence costs. The Bank of Japan maintained low-interest rates, further strengthening the yen. European and Asian markets also saw mixed results, influenced by inflation and manufacturing data.
Burger King ~ Whopper of an Opportunity (01-11-2024)
Entire sector going through headwinds… relatively BK results are much better compared to Sapphire and Westlife.
October FY25 factsheet data (01-11-2024)
It is an attempt to present economic datapoints across the globe . Hope you like it. Source – Mint newspaper.
october factsheet FY25 .pdf (161.6 KB)
Jupiter Wagons Ltd (previously CEBBCO) (01-11-2024)
QIP raised 800 cr in July 2024 at 689/share.
And now the share price is at 515. Did QIP investors too got caught in FOMO or is the company really undervalued in the bull market we are still in?
Source:
October factsheet FY25 (01-11-2024)
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