Indian Markets
Anticipating Market Breakout: Potential Triggers Await in State Election Results
He speculates that confirmation of political stability post the 2024 General Elections through the state election outcomes could initiate a pre-election rally.
Markets Achieving New Highs Aligned with Robust FII Inflows
The Nifty index has demonstrated a relatively flat trend over the past six weeks due to robust Domestic Institutional Investor (DII) flows, counterbalancing FII movements. Historically, strong FII inflows have correlated with market highs, a trend that's absent at present.
Markets Trading Above Current Fair Value; Fund Managers Express Cautious Optimism
Paharia emphasized that globally, there's a slowdown in growth in developed markets due to elevated interest rates and persistent inflation, impacting export-oriented businesses.
Huge outperformance of mid & small-cap indices unlikely to continue, say analysts
Large-caps are fairly valued and, more important, safe now. Leading financials have the potential to outperform.
Buy on dips strategy has worked well for investors
Buy on dips strategy has worked well for investors with risk-appetite. The market construct now is favourable for the bulls despite the uncertainty surrounding the Israel-Hamas conflict, he said.
From Nov 1, bidders can purchase 200 MT wheat through open market
Also, the total quantity offered per e-auction across India has been increased to 3 lakh metric tonnes (LMT) from 2 LMT.
Indian direct-2-consumer market set to reach 3 bn shipments by 2027
This is a compound annual growth rate (CAGR) of around 40 per cent, which is more than three times that of the broader retail market and 1.6 times of the e-commerce market for the same period, according to a report by Redseer Strategy Consultants.
Emerging market stocks, currencies at multi-month lows
US bond yields reach 16-year highs, challenging equity valuations and souring appetite for risk assets as investors bet interest rates will remain persistently high, he said.
Volatility in Indian markets to remain elevated in short term on account of higher crude prices
Investors will closely monitor upcoming releases of domestic, US, and Chinese PMI data, among other indicators, as they are expected to shape future market trends, he said.
Advertisement