Global Macro Strategist Arnab Das analyzes the potential market impacts of the upcoming US election. Das suggests that a Trump presidency would bring disruption through protectionist policies, while a Harris administration would likely follow similar policies but with a more multilateral approach. The impact on China relations and the ‘China plus one’ strategy are also discussed.
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Dr Reddy’s earnings future uncertain beyond FY27, say analysts; stock up 3% (06-11-2024)
Indian pharmaceutical major, Dr Reddy’s Laboratories share surged 3.1 per cent at Rs 1,312 a piece on the BSE in Wednesday’s intraday deals
Whether Trump or Harris wins, US market may still climb till year-end: Richard Harris (06-11-2024)
The inauguration is going to become an important point because then people will be able to focus on the kind of policies that both candidates have been talking about.
I K F Finance standalone net profit rises 113.09% in the September 2024 quarter (06-11-2024)
Sales rise 63.54% to Rs 161.63 crore
Doubts over state police investigation: Karnataka BJP demands CBI probe into MUDA scam (06-11-2024)
The Karnataka BJP has raised concerns over the state police’s investigation into the MUDA scam case, demanding a CBI probe. They allege a massive Rs 5000 crore scam and doubt the impartiality of the state police. The BJP spokesperson expressed hope for a favorable High Court decision on their plea for a CBI inquiry.
ACME Solar Holdings IPO opens today at ₹275-289 band (06-11-2024)
The public issue has reserved at least 75 per cent for QIBs, up to 15 per cent non-institutional investors and 10 per cent retail investors
Titan slips 4%, nears 52-week low on margin disappointments in Q2 (06-11-2024)
The consolidated profit before tax was lower by 24 per cent YoY at Rs 948 crore mainly due to impact of custom duty reduction
GAIL rallies as PAT rises 10% YoY to Rs 2,690 cr in Q2 FY25 (06-11-2024)
GAIL (India) jumped 6.77% to Rs 209.70 after the company’s consolidated net profit increased 10.13% to Rs 2,689.67 crore on 2.7% rise in revenue from operations (excluding excise duty) to Rs 33,888.90 in Q2 FY25 over Q2 FY24.
Stock market update: Fertilisers stocks up as market rises (06-11-2024)
The 30-share BSE Sensex was up 623.26 points at 80099.89
Manappuram Finance (06-11-2024)
Manappuram Finance on its own is a fundamentally resilient business with a 10-year median return on equity of 18 per cent and return on assets of 4 per cent. The ban on Asirvad, while certainly negative for some quarters, has no bearing on Manappuram’s long-term growth prospects. The other fast-growing loan verticals should help the lender maintain a healthy financial track record.