The dollar index rises, marking four consecutive weeks of gains, bolstered by strong U.S. economic data and restrained Fed interest rate expectations. Investors anticipate next week’s payrolls report, potentially impacted by recent strikes and hurricanes, as they assess the U.S. economic trajectory.
Oil settles up, weekly gain 4% as investors weigh Middle East risk and US election (26-10-2024)
Brent crude futures settled up $1.67, or 2.25 Percent , at $76.05 a barrel. U.S. West Texas Intermediate crude settled up $1.59, or 2.27 Percent , to $71.78.
Economic recession strategies: Protecting your portfolio during downturns (26-10-2024)
Economic recessions, while challenging for investors, also present opportunities. By employing strategies like diversification, asset allocation, investing in high-quality defensive stocks, and maintaining cash reserves, investors can protect and position their portfolios for long-term growth despite market volatility.
Avenue Supermart: a compounding machine? (26-10-2024)
Big Basket has both 2 hours to 1 day delivery and quick commerce, each segment has its own customers who are loyal to their quality products and never mind paying high price for the quality and convenience. It took more than 10 years for them to build this customer loyalty.
In case of Zomato, Swiggy and other startups funded by VC the strategy is to pump up the valuations and eventually take exit, they will do anything it takes to reach their target.
IDFC First Bank to report Q2 results today. Here’s what to expect (26-10-2024)
IDFC First Bank is expected to report robust growth in net interest income for Q2, despite predictions of a decline in profit due to higher credit costs. Analysts anticipate strong YoY growth in loans, advances, and deposits, with a notable increase in the CASA ratio.
ValuePickr Pune (26-10-2024)
Unable to update the sheet as it’s view only but interested in the next VP Meet. 
Avenue Supermart: a compounding machine? (26-10-2024)
Excellent post. Can you pls provide more details on the big basket quickcimmerce strategy and how diffrerent it is as compared to blinkit/instamart?
Also, I did see Zomato started posting profits. If margin so low, how are they turning profitable? What mist be actual intent for Zomato to acquire blinkit if they knew 30% margins they unable to survive how will they do in lower margin business?
Trying to play devil’s advocate to understand things better and see how real is quick commerce threat, if at all it is.
52 week highs and all time highs strategy (26-10-2024)
One of the most underrated companies which has been a big wealth creator over past few years has been TI India. Just saw the chart and its amazing to the see the importance of 10 month moving average acting as regular support since a long time. (doesn’t mean it will continue to act as support, but overall it is a very interesting chart and simple to follow based on stop loss rules made on one’s own comfort levels) disc: no positions, not a recommendation. Shared only because it looks very interesting based on simple parameter of following 10 Month EMA…
Wall Street Week Ahead: Stocks rally faces gauntlet of tech earnings, jobs data, election (26-10-2024)
U.S. stocks face volatility due to upcoming events including tech company earnings, a crucial employment report, and the nearing presidential election. Elevated stock valuations could lead to significant market reactions. Major tech firms like Alphabet, Microsoft, Meta, Apple, and Amazon will report results next week, potentially influencing the broader market indices.
Q2 results today: YES Bank, ICICI Bank among 63 companies to announce earnings on Saturday (26-10-2024)
The second quarter earnings season sees 63 companies disclosing their July-September 2024 results. Key players like YES Bank, ICICI Bank, and IDFC First Bank are among them. ICICI Bank is expected to show an 8-11% rise in net interest income, while YES Bank might report up to a 115% increase in net profit.