Investors will keep a track on global trends and trading activity of foreign investors with no major domestic trigger in sight this week, analysts said, and added that markets may face volatility amid the monthly derivatives expiry.
Stock markets had a record-breaking rally last week, largely driven by the US Federal Reserve’s rate cut.
Historically, rate cuts in the US have had a positive impact on emerging markets, with India being a favoured bet among global investors, Santosh Meena, Head of Research, Swastika Investmart Ltd, said.
The highlight of the week was the aggressive buying by Foreign Institutional Investors (FIIs), who poured in over Rs 14,000 crore on Friday alone, he added.
“There are no major triggers expected this week, but upcoming macroeconomic data from the US will be crucial to monitor. FII flows will remain a key factor for the Indian equity market, alongside domestic institutional inflows, which will also play an important role.
“While markets currently seem
Global trends, foreign investors key drivers for markets this week: Experts (22-09-2024)
Mudit’s Portfolio (Stage Analysis + Price Momentum) (22-09-2024)
What is ranking list? How do you arrive at that?
I been following this thread from last 3-4 months, thanks for all the knowledge Mudit.
KEI Industries Ltd – A consistent performer over the last decade (22-09-2024)
The company as committed has completed its brownfield expansion by incurring ₹125 crore funded through internal accruals at its Pathredi plant, which will enable it to generate additional ₹800-900 crore of annual revenue.
This Plant expansion will increase the capacity of LT power cables, and hopefully will enable KEI to grow by 16% to 17% in this financial year itself.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/1c27f47c-ad4e-4890-8cad-8e9b04519319.pdf (22-09-2024)
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Stock Alpha: ChatGPT for Equity Research (22-09-2024)
Appreciate the effort in saving time in some areas of analysis, but on a personal note, I can say that, in the context of this forum, I am not too sure if members would use services like these beyond a point. Frauds have been called out by members digging into things both quantifiable and non-quantifiable, some which even fund houses couldn’t identify.
Welcome the initiative though.
How to build a resilient portfolio to achieve sustainable growth (22-09-2024)
Given the turbulence periodically cropping up in global and domestic markets, it becomes critical for retail investors to start constructing a resilient portfolio. Thorough research and a strategic approach to diversification are essential for navigating such volatility and achieving sustainable growth in their portfolios.
Fed is about to get validation for its jumbo rate cut (22-09-2024)
The Federal Reserve’s preferred price metric and consumer demand data support the recent interest-rate cut and Chair Jerome Powell’s view of a strong economy. The personal consumption expenditures price index rose slightly in August, reflecting a slowdown in inflation. Investors will monitor upcoming Fed official remarks and various economic data releases.
Yatharth Hospital & Trauma Care Services Limited (22-09-2024)
In the below tracker, I have started tracking important company goals for Yatharth. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables.xlsx (154.4 KB)
Stock Alpha: ChatGPT for Equity Research (22-09-2024)
Hi. I signed up. Can you add Alletec?