The Federal Reserve’s recent decision to lower interest rates significantly impacts Indian investors with US market exposure. Lower rates can present opportunities in US stocks, especially in dividend-paying equities. It is essential for investors to stay vigilant, bearing in mind currency fluctuations and inflation concerns while maintaining exposure to both US and Indian markets.
Posts tagged All News
FII sell-off and market correction: Temporary dip or new trend? (02-11-2024)
Nifty index fell by over 2,000 points from its peak within a month, impacted mainly by foreign portfolio investors’ net outflows. Meanwhile, domestic investors kept investing in the market. Historically, markets often regain a significant portion of these outflows quickly, suggesting potential recovery ahead.
Windlas Biotech – Pure play CDMO currently at ~1.1x sales (02-11-2024)
From people close to the company they are going to target 50 crore PAT by 2025.
Invested in this stock at 18-20,level – 100% allocation
Windlas Biotech – Pure play CDMO currently at ~1.1x sales (02-11-2024)
04a708e8-14e7-4e0f-a6de-b5b74e5818ea.pdf (688.7 KB)
Kalpesh and Chanakya both RARE entity . Promoter are experts in turning around bad business .
Windlas Biotech – Pure play CDMO currently at ~1.1x sales (02-11-2024)
Pls check on bse website allotment given to Chanakya which is owned by Utpal Seth ceo of RARE . Company fair rate comes to around 160 per share . Once the new entity is formed 72 will be hy raheja 12.5 rare 3% LIC and 4-5% by few HNI Rest by Public
IRB INVIT TRUST- new game in the town! (02-11-2024)
Per latest valuation report, the NAV is tad above 97 Rs at a WACC of around 10%. Keeping 20% aside for possible aggressive assumptions we still get NAV of somewhere between 75-80. So no reason to sell. If there are no more acquisitions, they will keep returning the money as “return of capital”. And final payment should happen once last asset is handed back.
Disclosure – Holding and hence biased. Entered at a lower price a couple of years back
Wall Street Week Ahead: US election, Fed meeting loom in big week for markets (02-11-2024)
Next week, the U.S. presidential election and the Federal Reserve’s monetary policy meeting bring potential market volatility. Polls show a tight race between Donald Trump and Kamala Harris, while the Fed may cut rates by 25 basis points amid strong economic data and mixed corporate earnings.
Hero Motocorp’s total sales climbs 18% YoY to 6,79,091 units (02-11-2024)
Hero Motocorp said that its total sales jumped 18.12% to 679,091 units in October 2024 as compared with 574,930 units in October 2023.
5 world market themes for the week ahead (02-11-2024)
U.S. voters head to the polls in a tight presidential race between Republican Donald Trump and Democrat Kamala Harris, with major implications for financial markets, global trade, and monetary policies. Central banks, including the Fed, Bank of England, and central banks in China and Brazil, prepare for potential impacts and policy adjustments.
Nvidia to take Intel’s spot on Dow Jones Industrial Average (02-11-2024)
Once the dominant force in chipmaking, Intel has in recent years ceded its manufacturing edge to rival TSMC and missed out on the generative artificial intelligence boom after missteps including passing on an investment in ChatGPT-owner OpenAI.