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| Title | Pub. Date | Duration | |
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| 1334: Marketbuzz Podcast with Kanishka Sarkar: Market likely to start in green, Adani group stocks, BPCL in focus | 13 Sep 2024 | 00:04:05 | |
-Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of September 13 -This morning, GIFTNifty was higher, trading at a premium of more than 60 pts from Nifty Futures Thursday close, indicating a start in the green for the Indian market. -On Thursday, the Nifty, which struggled to cross 25,000 for the better part of the day, crossed 25,200, 25,300 and even made a new record high of 25,433, all within a span of 90 minutes. The weekly options expiry of the Nifty 50 contracts triggered a sharp short covering move, led by banking stocks. Another trigger may have been the nearly ₹3 lakh crore that were blocked for the Bajaj Housing Finance IPO. Freeing up of that capital could have also led to this upmove. -Adani Group will be in focus today as the group as unequivocally rejected and denied baseless allegations presented by Swiss publication GothamCity. They said the Adani Group has no involvement in any Swiss court proceedings, and none of their company accounts have been subject to sequestration by any authority. -Stocks to watch: BPCL, Tata Power, Tata Motors, BLS International, SBI Card, Patanjali Foods -In Asia, stocks fluctuated this morning, with the yen’s rise to around 141 per dollar pressuring those in Japan, an export-oriented economy. Benchmarks rose in Australia, South Korea, Hong Kong and China, following a fourth day of gains on Wall Street. -The range-bound trading in equities suggests caution ahead of next week’s Fed policy meeting, after data showed Thursday that US producer price index picked up slightly in August after the previous month’s numbers were revised lower. Meanwhile, categories that feed into the Fed’s preferred inflation gauge were muted. -Oil prices rose on Friday, extending a rally sparked by output disruptions in the U.S. Gulf of Mexico, where Hurricane Francine forced producers to evacuate platforms before it hit the coast of Louisiana. Brent crude futures rose by 34 cents, or 0.5%, to $72.31 per barrel this morning. Tune in to the Marketbuzz Podcast for more cues | |||
| 1333: Marketbuzz Podcast with Kanishka Sarkar: Market likely headed for gap-up start, Adani Ports, IndiGo in focus | 12 Sep 2024 | 00:04:56 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the top news from around the world ahead of the trading session of September 12 -Even as the Nifty witnessed selling pressure yesterday the moment it crossed 25,100 intraday, this morning the market is likely to start on a higher note following positive global cues. GIFT Nifty was higher this morning, trading at a premium of more than 100 pts from Nifty Futures Wednesday close, indicating a gap-up start for the Indian market. -Yesterday, the Nifty not only failed to defend the 25,000 mark, but at one point even broke below 24,900, before eventually closing above that mark after final adjustments. 24,800 on the downside and 25,100 on the upside has become the current range for the Nifty. Even Gautam Shah of Goldilocks Premium Advisory told CNBC-TV18 yesterday that 25,150 is now a very important near-term barrier for the Nifty, that it needs to cross for further upside. -Selling pressure came from all corners, be it Metals, Autos, PSU banks and even the entire CPSE basket, which continues to move lower from its August 1 peak. Even the midcap index, which was an outperformer till the start of the second half of the day, ended in the red. -Though the US markets closed higher overnight, US CPI for August came in at 2.5%, which was the lowest since February 2021, while core CPI can be hotter than expected. The major benchmarks rebounded from intraday lows as core CPI rose slightly more than expected and investors changed their bets for a quarter-percentage-point-cut by the Fed next week. -This morning, stocks in Asia rose as a tech-fueled rally on Wall Street spread across the region, supported by expected Federal Reserve rate cuts next week. Equities in Japan and South Korea advanced, with the Topix up the most in almost a month. A region-wide gauge of tech stocks rose more than 1%. The gain for share benchmarks in Tokyo partly reflected the yen’s reversal from its strongest level against the dollar since December. -Oil, meanwhile, held gains from Wednesday as Hurricane Francine ripped through key oil-producing zones in the US Gulf of Mexico, prompting traders to cover bearish bets. Spot gold was little changed. -India is poised to release its August consumer price index late Thursday. Economists polled by Reuters expect it to rise 3.5% year-on-year, compared to 3.54% in July. -Stocks to watch: Adani Ports, IndiGo, Route Mobile, BPCL, NBCC, HPCL, Olectra Greentech, Wipro Tune in to the Marketbuzz Podcast for more cues | |||
| 1332: Marketbuzz Podcast with Kanishka Sarkar: Market headed for muted start, US prez debate, crude price in focus | 11 Sep 2024 | 00:07:34 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top news from around the world ahead of the trading session of September 11 -GIFTNifty was lower this morning, trading at a discount of more than 10 pts from Nifty Futures Tuesday close, indicating a flat-to-negative start for the Indian market. -The next two sessions are crucial for the index. While today, i.e Wednesday will be the weekly expiry of Nifty Bank, the Nifty's weekly contracts expire on Thursday. Broader markets also staged a rebound after Monday's underperformance. -Now Nagaraj Shetti of HDFC Securities says Nifty faces a crucial resistance at 25,200 levels. A decisive move above this can open further upside towards new all-time highs with immediate support at 24,900. -Stocks to track: Reliance Industries, Dr. Reddy's Laboratories, Pidilite, Oil India, IREDA, Goa Carbon, Ramco Systems, Lemon Tree Hotels -Asian stocks slipped Wednesday on growth concerns ahead of a US inflation report and as markets prepared for the knock-on effects of a presidential debate. Back in the US, the S&P 500 rose 0.4% with a Bloomberg gauge of the “Magnificent Seven” megacaps jumping 1.5%. -Crude has tumbled by almost a fifth so far this quarter on concerns that slowing growth in the US and China, the leading consumers, will crimp demand at a time of robust and expanding supplies. -Sparring on politics and personality, Kamala Harris and Donald Trump showcased their starkly different visions for the country as they met for the first time for perhaps their only debate before November's presidential election, a high-pressure opportunity for the candidates after a tumultuous campaign summer. Tune in to the Marketbuzz Podcast for more cues | |||
| 1331: The Marketbuzz Podcast: Will Nifty follow a sell-on-rallies template? | 10 Sep 2024 | 00:04:50 | |
Marketbuzz Podcast: Indian markets may see a sluggish start according to the GIFT Nifty. Watch out for stocks like Bikaji Foods, Pharma stocks and Adani Enterprises.
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| 1330: The Marketbuzz Podcast: Will financials continue to drag Sensex, Nifty further down? | 09 Sep 2024 | 00:04:32 | |
Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like Mazagon Dock, HUL, and Gala Precision.
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| 1329: Marketbuzz Podcast with Kanishka Sarkar: Market likely headed for gap-up start, Reliance shares in focus | 05 Sep 2024 | 00:08:05 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all top developments from around the world ahead of the trading session of September 5 -Wednesday's session finally brought to an end the 14-day rally, as Dalal Street sold off in-line with the meltdown seen in global equity markets overnight.The Nifty recovered more than 100 points from the lows of the day as the index found support just below 25,100 and reversed from those levels. -For the remaining week, of course, a lot will depend on how Wall Street moves overnight ahead of the all important jobs data on Friday. Thursday is also the weekly expiry for the Nifty, its first for the September series and that will also have a part to play in the index moves. -This morning, the GIFT Nifty was trading with a premium of more than 100 points from Nifty Futures' Wednesday close, indicating a gap-up start for Indian market. -Stocks to watch: Reliance Industries, Sona BLW, GIC Re, Vedanta, Century Textiles, Suzlon, HDFC Bank, PNB Housing Finance -Asian stocks regained some ground this morning after a global selloff as traders awaited this week’s US payrolls data to gauge the extent of the Federal Reserve’s easing. The dollar steadied. Overnight in the US, the S&P 500 and the Nasdaq Composite fell for a second straight session in a lackluster start to September. -The MSCI Asia Pacific Index rose 0.5% after falling more than 2% on Wednesday, its biggest drop since the Aug. 5 rout. South Korea’s Kospi jumped more than 1%, led by a rebound in the shares of chipmakers. Japan’s benchmarks fluctuated following the yen’s strength. -With the Fed set to begin cutting rates in a few weeks, the main question now is how big the first reduction will be. Monthly US employment data due Friday will help determine the answer. The jobs report last month stoked growth fears and Chair Jerome Powell has made it clear the Fed is now more concerned about risks to the labor market than inflation. -In commodities, oil steadied near the lowest close since June 2023 as an industry report pointed to a big draw in US crude stockpiles. Meanwhile, gold traded at around $2,495 after finding support following the US job openings data. Tune in to the Marketbuzz Podcast for more cues | |||
| 1328: Marketbuzz Podcast with Kanishka Sarkar: Market likely to start lower amid US stocks selloff, banks in focus | 04 Sep 2024 | 00:06:53 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments to track ahead of the trading session of September 4 -The Nifty ended one point higher yesterday. A solitary point. That is after a 250-point rally on the Nifty Bank. On paper, it becomes the 14th straight day of gains for the index. But it pegs the question, has the Nifty finally reached breaking point on the upside, at least for the time being? -Morgan Stanley says two fundamental and two technical factors that can trigger a correction in the market. However, it reiterated that a correction does not mean the end of a bull market. The brokerage believes that India's current bull market is only past the halfway mark. -The Nifty Bank will also be in focus on Wednesday as it will be its weekly expiry. -Stocks to track: Defence stocks, GIC Re, AU Small Finance Bank, Infosys, Nazara Tech, Delta Corp -In terms of global cues, stocks in Asia sank after a plunge in Nvidia Corp. shares fueled the worst day for US equities since the Aug. 5 rout. -Oil extended losses from Tuesday’s decline of almost 5% as the possible easing of political unrest in Libya triggered worries about weak demand and oversupply. -The S&P 500 and the Nasdaq 100 saw their worst starts to a September since 2015 and 2002, respectively. With inflation expectations anchored, attention has shifted to the health of the economy as signs of weakness could speed up policy easing. While rate cuts tend to bode well for equities, that’s not usually the case when the Fed is rushing to prevent a recession. Tune in to the Marketbuzz Podcast for more news and cues | |||
| 1327: The Marketbuzz Podcast: Nifty eyes 14th day of gains, Vedanta dividend bounty continues | 03 Sep 2024 | 00:04:10 | |
Marketbuzz Podcast: Indian markets may see a positive start according to the GIFT Nifty. Watch out for stocks like Vedanta, Bajaj Finance and Medi Assist
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| 1326: The Marketbuzz Podcast: Can Nifty's rally extend to Day 13? PSUs in focus along with Gujarat Gas | 02 Sep 2024 | 00:04:32 | |
Marketbuzz Podcast: Indian markets may see a subdued start according to the GIFT Nifty. Watch out for stocks like SJVN, NBCC, Gujarat Gas and more.
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| 1325: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to start in green, SpiceJet, Infosys in focus | 30 Aug 2024 | 00:06:46 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 30 -The last time the Nifty gained 11 days in a row was nearly two decades ago, way back in September 2007. The 11th day of gains during its monthly expiry session was courtesy Reliance Industries as one-third of the Nifty's gains on Thursday came from RIL. An otherwise sluggish session on the Nifty was brought to life when Reliance Industries announced that it will consider a 1:1 bonus issue at its board meet on September 5. The resultant spike saw the Nifty make a new high of 25,192 before ending at a record closing high of 25,151. -A big factor for Friday's trading session though, will be the MSCI adjustments, which will take place in the final few minutes of the trading session. This means that HDFC Bank, which has been an underperformer, will see the first tranche of its weightage increase in the MSCI indices. Analysts are expecting the lender to receive flows ranging between $1.4 billion to $1.8 billion. -Both foreign and domestic investors were net buyers in the cash market on Thursday but the numbers will also be skewed due to the block deals seen in stocks like InterGlobe Aviation, PB Fintech and Welspun Living. -Stocks to watch: Infosys, Tata Motors, sugar stocks, RVNL, ITI, NBCC, SpiceJet, CDSL, LIC, Lemon Tree -Asian stocks advanced as upbeat US growth data suggested the Federal Reserve is engineering a so-called soft landing for the economy. Equities in Australia and South Korea rose while those in Japan inched up. The MSCI Asia Pacific Index headed for a fourth month of gains as traders awaited a key US inflation report due Friday. -A rally Friday will cap the best month for US and global stocks since June amid bets the Fed will ease policy as it tames inflation without the economy tumbling into recession. US output grew at a slightly stronger pace in the second quarter than initially reported, reflecting an upward revision to consumer spending that more than offset weaker activity in other categories. -In commodities, oil was steady after jumping Thursday on positive US economic data and worsening supply disruptions in Libya. Meanwhile, gold slipped. -GIFT Nifty was trading higher this morning at a premium of nearly 20 pts from Nifty Futures Thursday close, indicating a start in the green for the Indian market. Tune in to Marketbuzz Podcast for more cues | |||
| 1324: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to start in red, Reliance shares in focus | 29 Aug 2024 | 00:15:21 | |
Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 29 -After days of consolidating and resisting, the Nifty conquered its previous record high of 25,078 on August 28, a day ahead of its August F&O expiry and made a new high of 25,129. As has been the case with previous highs, there was some bit of profit booking at higher levels and that resulted in the Nifty seeing a 90-point drop from the highs of the day, ending even below its previous record high of 25,078. -This surge came despite the underperformance from banking stocks as the day belonged to IT stocks. Barring Tata Elxsi, which sold-off after a stellar two-day move, most largecap or midcap IT names saw healthy gains in Wednesday's trading session. -But the big question for Thursday's trading session is that will Reliance Industries, the index heavyweight, put its hand up and lead the Nifty to an 11th straight day of gains on its monthly expiry session? -Stocks to watch: Reliance Industries, InterGlobe Aviation, Vedanta, Sonata Software, PB Fintech, Lemon Tree Hotels, KEC International -The GIFT Nifty was lower this morning, trading at a discount of more than 40 pts from Nifty Futures Wednesday close, indicating a start in the red for the Indian market -Stocks in Asia slipped as Nvidia Corp earnings lacked the wow factor to impress investors, while Chinese results helped extend a selloff in the country’s tech companies. A gauge of Chinese tech stocks fell more than 2% in Hong Kong. Nvidia slumped more than 8% in post-market trading following a sales forecast that disappointed some on Wall Street. -Later Thursday, investors will shift focus to key US data including a growth reading, personal consumption and weekly jobless claims to help firm bets the Federal Reserve will quickly ease policy this year. Fed Bank of Atlanta President Raphael Bostic said it “may be time to cut” but he’s still looking for additional data to support lowering interest rates next month. -In commodities, oil steadied after a two-day drop, with stock market losses offsetting a drawdown in US stockpiles and supply disruptions in Libya. Gold traded just below its record high, on course for a monthly gain. Tune in to Marketbuzz Podcast for more news and cues | |||
| 1323: The Marketbuzz Podcast: Sensex, Nifty look for a breakout on Nifty Bank expiry day | 28 Aug 2024 | 00:04:10 | |
Marketbuzz Podcast: Indian markets may see a flat start according to the GIFT Nifty. Watch out for stocks like NBCC, Zomato and Reliance Industries.
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| 1322: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 to start lower, IT stocks, Paytm in focus | 27 Aug 2024 | 00:05:25 | |
Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 27 -Jerome Powell's speech triggered a strong rally on Wall Street and that rubbed off on Dalal Street to a certain extent as well on Monday. The Nifty was back above the mark of 25,000, a level last seen at the start of this month. It turned out to be a day when the benchmark indices outperformed the broader markets. -Even as the Nifty gained nearly 200 points on Monday, there appeared to be some hesitation among the bulls to scale the record high of 25,078 and take the index beyond that. The Nifty made a high of 25,043 on Monday and closed just above the mark of 25,000, falling just 0.3 points short of registering a record closing high. -Almost all interest-rate sensitives put in a strong show on Monday, starting with IT, which rallied post the surge seen on the Nasdaq, while Real Estate and Metal stocks too saw a good day at the office. -For today, the GIFTNifty was lower this morning, trading at a discount of nearly 30 pts from Nifty Futures Monday close, indicating a start in the red for the Indian market. -Stocks to watch: IT stocks, GPT Infraprojects, KPI Green Energy, UltraTech Cement, Paytm, HCLTech, Lemon Tree Hotels -In terms of global cues, Asian shares moved in narrow ranges after tech giants dragged down Wall Street, as focus shifted from the Federal Reserve’s policy outlook to Nvidia Corp.’s earnings later this week. Japanese and South Korean stocks turned slightly higher after earlier losses, with mild gains in Australia.Hong Kong futures pointed to a weak opening, while contracts for US peers were steady after some of the world’s largest tech names pushed US stocks lower. -A gauge of the “Magnificent Seven” megacaps slid 1.2% on Monday. While more than half of the shares in the S&P 500 gained, the US equity benchmark edged lower — a consequence of weakness in the tech giants that dominate it. Tune in to Marketbuzz Podcast for more news and cues | |||
| 1321: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to start in green after Fed Chair’s Jackson Hole speech | 26 Aug 2024 | 00:05:27 | |
Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are all the latest developments from around the world ahead of the trading session of August 26 -The key crucial remark from the weekend is from US Fed Chair Jerome Powell's Jackson Hole speech. He said that the time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, evolving outlook and the balance of risks. This is exactly what the street wished to hear. -While the reaction in the Indian markets will be seen on Monday, Powell's speech was definitely cheered by Wall Street. The Dow Jones rallied over 450 points, as did the S&P 500. The Nasdaq composite surged over 1.5%. All three benchmark indices ended the week with gains. -Back home, this week will see the expiry of the August F&O series for the Nifty and Nifty Bank. The Nifty has been volatile this series but as of closing on Friday, the index is absolutely flat, just 10 points adrift of the July expiry close of 24,834. For the week gone by, both Nifty and the Nifty Bank ended with gains of a percent each. -The latest round of the Nifty 50 rejig was also announced on Friday. Trent, the Tata Group multibagger, which is up 20 times from its Covid-19 lows, will be the latest entrant to the index, along with state-run Bharat Electronics. Both these names will replace Divi's Laboratories and LTIMindtree, which will be moved back to the Nifty Next 50 or the Nifty Junior index. -In addition to the Nifty Rejig, announcements were also made for the latest addition to the FTSE All World Index. They include names like Bank of Maharashtra, Bharat Dynamics, Central Bank of India, Cochin Shipyard, Endurance Tech, Escorts Kubota, GE T&D India, Hitachi Energy India, HUDCO, IRB Infra, KEI Industries, Lloyds Metals, Motilal Oswal. Changes to be effective from September 23, 2024. -Stocks to watch: Ambuja Cements, Transport Corporation of India, Alembic pharma, Prime Fresh, Karur Vysya Bank, Lemon Tree, FDC, Religare Enterprises, JSW Energy, and Zydus Life. -On the global front, Asian stocks advanced this morning and the yen strengthened to a three-week high as investors took positions in anticipation of the Federal Reserve cutting US interest rates from next month. Shares in Australia and Hong Kong climbed on Monday, benefitting from Chair Jerome Powell’s Jackson Hole speech, when he said the “time has come” to pivot to monetary easing. -GIFTYNifty was higher this morning trading at a premium of nearly 60 pts from Nifty Futures Friday close, indicating a start in the green for the Indian market Tune in to the Marketbuzz Podcast for more news and cues | |||
| 1320: The Marketbuzz Podcast: Nifty may see choppy moves on weak global cues and focus on Jerome Powell | 23 Aug 2024 | 00:06:06 | |
Marketbuzz Podcast: Indian markets may see a flat start according to the GIFT Nifty. Watch out for stocks like Ambuja Cements, Nykaa and Power Mech Projects.
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| 1319: The Marketbuzz Podcast: Nifty looks for a decisive move back to 25,000; Block deals are back! | 22 Aug 2024 | 00:04:17 | |
Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Zomato, Paytm, Zen Technologies and Alkem Labs.
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| 1318: The Marketbuzz Podcast: Will the pressure on Defence stocks continue as Sensex, Nifty consolidate? | 21 Aug 2024 | 00:05:13 | |
Marketbuzz Podcast: Indian markets may see a subdued start according to the GIFT Nifty. Watch out for stocks like Genus Power, Mazagon Dock and Cyient DLM.
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| 1317: The Marketbuzz Podcast: Can Nifty sustain above 24,600? Companies on fund raising spree | 20 Aug 2024 | 00:04:10 | |
Marketbuzz Podcast: Indian markets may see a positive start according to the GIFT Nifty. Watch out for stocks like Zomato, Bajaj Auto, and Hindustan Zinc.
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| 1316: The Marketbuzz Podcast: Sensex, Nifty look to extend gains with Maruti, railway stocks in focus | 19 Aug 2024 | 00:04:38 | |
Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Maruti, Hindustan Zinc and BEML.
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| 1315: The Marketbuzz Podcast: Sensex, Nifty set to open gap-up, but will it sustain? | 16 Aug 2024 | 00:05:12 | |
Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Hindustan Zinc, Vedanta, SpiceJet and Ola Electric.
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| 1314: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 headed for gap-up start, Hero Moto, SJVN in focus | 14 Aug 2024 | 00:05:12 | |
Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are all the top developments from around the world ahead of the trading session of August 14 -On Tuesday, the street wanted the weightage of HDFC Bank to be increased in one go, but MSCI decided to increase it in two tranches. The first one now, and the second in November, subject to compliance with the foreign headroom limit. That did not please the market participants. HDFC Bank's shares were already down 11% from the July 3 peak and Tuesday saw another 3% drop. 50% of the Nifty's fall on Tuesday came from India's largest private lender. The Nifty yet again faced pressure above 24,350 and swiftly reversed from those levels, once HDFC Bank continued to decline. -Besides HDFC Bank, SBI, ITC and Bajaj Finance also contributed to the Nifty fall on Tuesday, albeit in a lesser quantum compared to the index heavyweight. -Wednesday will now be the weekly expiry for both Nifty and the Nifty Bank as Thursday will be a market holiday on account of Independence Day and the Parsi New Year. For the weekly expiry session, 24,100 becomes the key level on the downside for the Nifty. The fact that the Nifty has closed near the lowest point of the day will not please the bulls. -Wednesday's trading session will see the final bits of earnings reactions from stocks like Hero MotoCorp, Apollo Hospitals, Manappuram Finance, Muthoot Finance, SJVN, MTAR Technologies among others. -This morning, the GIFT Nifty was trading with a premium of 75 points from Nifty Futures' Tuesday close, indicating a gap-up start for the Indian market. -In terms of global cues, stocks in Asia followed a rally on Wall Street as bets mounted that the upcoming US consumer price report will give the Federal Reserve confidence to start cutting rates in September. -The MSCI Asia Pacific Index climbed for a fourth session, extending its recovery from a historic Aug. 5 selloff. Equity benchmarks were mostly higher, with those in Japan and Taiwan jumping more than 1%. The gains came after the US producer price index rose less than forecast, helping to fuel a 1.7% rally in the S&P 500. -Overnight, the S&P 500 saw its biggest four-day rally this year. The Nasdaq 100 climbed 2.5%. Starbucks Corp. surged 25% after ousting its chief and picking Chipotle Mexican Grill Inc.’s Brian Niccol as its next leader. Tune in to Marketbuzz Podcast for more news and cues | |||
| 1313: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to open flat, Hero Moto, Hindalco results today | 13 Aug 2024 | 00:04:59 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 13 -On Monday, while the dip got bought into, similar to what the trend has been over the last few sessions, the Nifty could not sustain at higher levels as the recovery got sold into. The market remained fairly resilient to any potential concerns arising from the latest report from US-based short-seller Hindenburg Research. -Tuesday's session will see a lot of stock specific moves, particularly HDFC Bank, that may determine the trajectory of the Nifty during the session. India's largest lender will see an increase in weightage in the MSCI Global Standard Index but in two tranches. Nuvama Alternative is anticipating inflows worth $1.8 billion in the first adjustment that will take place on August 30. -Tuesday's session will see more PSU earnings reactions like Hindustan Copper, RCF, IRFC, HUDCO, along with other names like Vodafone Idea, Camlin Fine Sciences, Ami Organics, Campus Activewear, DOMS Industries, ITI etc. -Three Nifty stocks - Hero MotoCorp, Apollo Hospitals and Hindalco report results on Tuesday, along with broader market names like Emcure Pharma, Dish TV, Dilip Buildcon, IRCTC, Muthoot Finance, Piramal Enterprises, HEG, among others. -Other than that, shares of state-run Rail Vikas Nigam Ltd. will be included in the MSCI India Index, which is part of the MSCI Global Standard Index as part of its latest reshuffle. Six other stocks besides RVNL, namely Vodafone Idea, Dixon Technologies, Oil India, Prestige Estates, Oracle Financial and Zydus Lifesciences have also found a place in the MSCI India Index as part of the latest rejig. Bandhan Bank is the only Indian stock that will be excluded from the index. -Asian stocks rose this morning, fully recovering their losses from last week’s rout, bolstered by an advance in Japanese shares. Japan’s equities rose after a holiday, as a weaker yen supported exporters. MSCI’s Asia-Pacific gauge rose as much as 1% to erase losses from last week’s tumble. The S&P 500 closed little changed ahead of US inflation data later Tuesday and Wednesday. Treasuries held Monday’s gains. -Oil remained near the $80 level it hit on Monday, as the US sees an Iranian attack against Israel as increasingly likely. Israel’s sovereign debt was cut by one notch by Fitch Ratings, which kept a negative outlook on the credit as continued military conflict weighs on the country’s public finances. Tune in to the Marketbuzz Podcast for more cues | |||
| 1312: Marketbuzz Podcast with Kanishka Sarkar: Hindenburg report, Adani stocks in focus amid positive global cues | 12 Aug 2024 | 00:05:11 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all top developments from around the world ahead of the trading session of August 12 -A new report released over the weekend by Hindenburg Research will be in focus today. The US-based short-seller has alleged that market regulator Securities and Exchange Board of India's (SEBI) reluctance to act against the Adani Group might be linked to its chief Madhabi Puri Buch, having stakes in offshore funds associated with the conglomerate. In response, Buch has labelled the claims as "baseless" and characterised them as an attempt at "character assassination." -This yet again puts the Adani Group companies in the spotlight for Monday's trading session. Shares of most group companies have already recovered all the losses they made after the first Hindenburg report in January 2023. The Adani Group has also responded by saying that their overseas holding structure is fully transparent and that the Group has no commercial relationship with individuals or matters mentioned in the report. -The Nifty 50 heads into a truncated week after what has been an extremely volatile week gone by. With the turn of events over the weekend, the upcoming holiday-shortened week also promises to be nothing less. It was a relatively steady end to the week last Friday with the Nifty closing above the 24,350 mark. Although it could not prevent a second-straight weekly loss, it managed to claw back most of that on Friday with a 250-point surge. -Barring the Adani Group companies, REITs will also be in focus as Hindenburg's new report also claims that SEBI's regulations on REITs benefitted Blackstone, which is the sponsor of three out of the four Indian listed REITS. Blackstone is also where the SEBI Chairperson's husband Dhaval Buch was a senior advisor. The report alleged the SEBI chief promoted REITs as an investment product to benefit Blackstone. -PSU stocks will be in focus as well. Bharat Dynamics joined the list of PSU earnings disappointing the street after RVNL, IRCON and even BHEL. Cochin Shipyard has turned out to be the only outlier so far. -The handover from Wall Street has been largely positive with the benchmark indices ending Friday's session with moderate gains. This morning, shares in Asia opened higher as markets shifted focus to key US data prints this week for further insight into the health of the world’s biggest economy. -However, it is likely that the focus on Monday for the Indian markets will be the Hindenburg report which may cloud an on-the-mend sentiment for equities instead of global cues, which have been the focal point all through last week. Tune in to the Marketbuzz Podcast for more cues | |||
| 1311: The Marketbuzz Podcast: Sensex, Nifty set for gap-up start as global markets rebound | 09 Aug 2024 | 00:05:15 | |
Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like IRCON, Eicher Motors and the Ola Electric listing.
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| 1310: The Marketbuzz Podcast: Sensex, Nifty set to open gap down ahead of RBI policy, weekly expiry | 08 Aug 2024 | 00:05:03 | |
Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like Hindalco, GCPL and PSU stocks.
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| 1309: The Marketbuzz Podcast: Sensex, Nifty set for a gap-up start, but will that sustain? | 07 Aug 2024 | 00:05:06 | |
Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Suzlon, Tata Power, PI Industries.
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| 1308: Marketbuzz Podcast With Hormaz Fatakia: Sensex, Nifty set for a rebound after ₹15 lakh crore wipeout | 06 Aug 2024 | 00:04:49 | |
Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like PSUs, Bharti Airtel, ONGC.
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| 1307: Marketbuzz Podcast With Hormaz Fatakia: Sensex, Nifty to open gap-down as global market sell-off continues | 05 Aug 2024 | 00:03:52 | |
Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like SBI, Titan and Bharat Forge.
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| 1306: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to open in red, Titan, UPL results today | 02 Aug 2024 | 00:05:04 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are the top developments ahead of the trading session of August 2 -After three days of teasing the landmark, the Nifty finally scaled the mark of 25,000, thereby starting off August on a positive note. What generally follows an event like this is a sell-off from higher levels. Yesterday, there was some bit of resistance for the Nifty as well around the 25,100 mark owing to which it reversed from its latest record high of 25,078, but the fact that the index managed to hold on to 25,000 at close, will give the bulls a lot of comfort. -Stocks to watch: Tata Motors, Zomato and ITC, Godrej Agrovet, Kalyan Jewellers, Vaibhav Global, Infosys -Earnings: Dalmia Bharat, Delhivery, CAMS, Hindustan Zinc, UPL, PSP Projects, Titan, LIC Housing Finance -Nagaraj Shetti of HDFC Securities says even as the Nifty has crossed 25,000, the crucial hurdle between 25,000 - 25,100 remains intact. He anticipates further consolidation or a minor near-term dip. -In the US overnight, stocks sold off with the Dow Jones Industrial Average tumbling nearly 500 points, as investors’ fears over a recession surfaced. The Dow dropped 1.2%. The S&P 500 shed 1.3% while the Nasdaq Composite slipped more than 2%. -Some fresh data stoked fears over a possible recession and the notion that the Federal Reserve could be too late to start cutting interest rates. Initial jobless claims rose the most since August 2023. -This morning, Asian markets also fell after the Wall Street sell-off, with Japan’s Nikkei 225 leading losses. Japan’s benchmark indexes nosedived as much as 5% on Friday, with most Asia-Pacific markets lower after a sell-off on Wall Street overnight over recession worries. -Intel shares slid as much as 20% in extended trading overnight after the chipmaker said it would lay off over 15% of its employees as part of a $10 billion cost-reduction plan and reported lighter results than analysts had envisioned. -In commodities, oil headed for a fourth weekly drop as demand concerns in the world’s two biggest economies overshadowed heightened geopolitical risk. Brent crude traded near $80 a barrel after dropping by 1.6%. -Ola Electric’s over Rs 6000 cr IPO opens for subscription today. Its anchor book saw participation from marquee investors. -Gift Nifty was trading 0.18% lower than the Nifty futures’ Thursday close, implying a lower start for the Indian market. Tune in to the Marketbuzz Podcast for more cues | |||
| 1305: Marketbuzz Podcast with Kanishka Sarkar: Market to open in green after Fed rate cut hopes, Infosys in focus | 01 Aug 2024 | 00:05:36 | |
-Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are the top developments from around the world ahead of the trading session of August 1 -It’s yet another day of waiting for the Nifty to cross 25,000. Nifty and 25,000 are now separated by 49 points. It still seems a long way away considering the index came within 0.2 points of that on Monday, 30 points on Tuesday and 16 points on Wednesday but could not cross that landmark. 24,984 was the high made by the Nifty on Wednesday and that now becomes the first hurdle to cross on Thursday for the Nifty. -Global cues are important today as the US Federal Reserve has kept interest rates unchanged but Chair Jerome Powell said that a rate cut in September is "on the table" provided that data continues to be as encouraging as it currently is. -Wall Street cheered the Fed commentary with the S&P 500 marking its best day since February this year, while the Nasdaq ended with gains of over 2%. -This morning in Asia, equities and US futures were broadly higher on firming signs that the Federal Reserve will soon cut interest rates. Japanese stocks fell to reflect a stronger yen. Equities in Australia and South Korea rose alongside Hong Kong share futures. Contracts for the S&P 500 and the Nasdaq 100 both climbed to compound Wednesday’s advances ignited by a tech rally. -In terms of commodities, oil prices rose in early Asian trading, extending strong gains in the previous session after the killing of a Hamas leader in Iran raised the threat of a wider Middle East conflict and on signs of strong oil demand in the U.S. Global benchmark Brent crude futures rose 0.8%, to $81.51 per barrel this morning. -Back home, Nifty ended the month of July with gains of 3.9%, following up a 6.6% advance in June. August generally has been a positive month for the Nifty as it has delivered positive returns in three out of the last four years. Last year saw the index fall 2.5%, but gained 3.5% in 2022, 8.7% in 2021 and 2.8% in 2020. -The first day of the new month will also be the weekly options expiry of the Nifty 50 contracts. -Stock to track: Infosys, Coal India, Tata Steel, Bank of Baroda, Prestige Estates, Phoenix Mills, Relaxo Footwear -Earnings: Adani Enterprises, Adani Ports, Sun Pharma, ITC, Tata Motors, Dabur, Kalyan Jewellers, Thermax, Tube Investments, HPL Electric and Power, and Godrej Agrovet -The Gift Nifty was trading 0.02% ahead of the Nifty futures’ Wednesday close, implying a flat start for the market today. Tune in to the Marketbuzz Podcast for more cues | |||
| 1304: Marketbuzz Podcast with Kanishka Sarkar: Nifty 50 eyes 25,000 yet again, Maruti Suzuki and Tata Steel in focus | 31 Jul 2024 | 00:07:34 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the developments from around the world ahead of the trading session on July 31 -And for the third day in a row, the question remains – will the Nifty 50 hit 25,000 today or not? Because Tuesday's trading session almost felt like a repeat telecast of Monday's episode. The Nifty opens higher, scales higher, makes a high, ignites hopes of scaling 25,000 yet again and then comes a sell-off in the final few minutes of the session, taking the Nifty back to the exact same levels at which it started the session at. -Today is also the last trading day of the month and as volatile a month as this has been, the index has so far gained 3.5% since the start of July. -Stocks to watch: Tata Consumer Products, Ajanta Pharma, Dixon Technologies, Indus Towers, Navin Fluorine, Torrent Power, Macrotech Developers -Earning: Four Nifty 50 constituents - Coal India, Mahindra & Mahindra, Maruti Suzuki and Tata Steel report results along with broader market names like Adani Power, Ambuja Cements, Aster DM Healthcare, Bank of Baroda, BHEL, Deepak Fertilisers, Birlasoft, Godrej Properties, Mankind Pharma, Prestige Estates and Zee Entertainment. -HDFC Securities’ Nagaraj Shetti belives the short-term Nifty trend is choppy but the near-term trend remains intact, and that the overall chart pattern is indicating some more consolidation or a minor dip in the next 1-2 sessions before a bounce from the lows. -In terms of global cues, Asian stocks clung to familiar ranges on Wednesday after contrasting results from tech bellwether Microsoft and chipmaker AMD suggested a divide in the AI landscape while the yen was firm ahead of the Bank of Japan's policy decision. -Central banks dominate investor attention on Wednesday, with the decision from the Federal Reserve also due later in the day with markets expecting the U.S. central bank to stand pat on rates but indicate rate cuts are on the way. The BOJ on the other hand is expected to detail plans to taper its huge bond buying on Wednesday and debate whether to raise interest rates. -In commodities, oil rose for the first time in four sessions after an industry report pointed to a fifth week of drawdowns in US stockpiles. Brent crude for October traded above $78 a barrel after tumbling by 4.1% over the prior three days. Tune in to the Marketbuzz Podcast for more cues | |||
| 1303: Marketbuzz Podcast with Kanishka Sarkar: Nifty aims for 25,000, banking stocks, HPCL, Dixon Tech in focus | 30 Jul 2024 | 00:05:37 | |
-Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of July 30 -The Nifty has come within touching distances of landmarks and reversed before scaling those in earlier instances too. But none could have been as close as a 0.2 point difference that separated the Nifty and 25,000 yesterday. The Nifty made another record high, but instead of scaling the 25,000 mark, the index reversed from levels of 24,999.8. -What led to this collapse on Monday? Almost every index heavyweights contributed to the correction from higher levels. ICICI Bank, which was once the top contributor to the Nifty upside, corrected nearly 2.5% from the highs of the day and end with gains of just 0.5%. Most of the other index heavyweights too, from HDFC Bank, Axis Bank to ITC and even TCS and Infosys corrected anywhere between 1% and 2% from their respective highs, dragging the Nifty lower in the process. -The banks will again be in focus on Tuesday because it will be the weekly expiry of the Financial Services index, which in turn will also put the spotlight on the Nifty Bank. -Stocks to track: ACC, HPCL, Colgate-Palmolive, Data Patterns, KEI Industries, Quess Corp, Kalpataru Projects, Pfizer, Indus Towers -Earnings: Tata Consumer Products, Ajanta Pharma, Dixon Technologies, Indus Towers, Macrotech, Sapphire foods, Titagarh Rail, Torrent Power, MOIL, Navin Fluorine -In terms of global cues, Asian stocks opened lower amid speculation investors are trimming some of their holdings before a rush of events in coming days. This includes major central bank decisions, key economic data and earnings from US megacap companies. -Equities slipped in Japan and Australia in early trading, while futures signaled a decline in Hong Kong. US stock futures edged lower in Asia hours following a rotation in the American shares that drove the Nasdaq 100 to the brink of a correction. The S&P 500 closed little changed and small caps slipped. -In terms of commodities, oil was steady near a seven-week low on a shaky demand outlook, especially in the biggest importer China. Brent crude traded below $80 a barrel after losing more than 3% over the previous two sessions, while West Texas Intermediate was around $76. Meanwhile, spot gold fell 0.1% to $2,381.52 an ounce. -In other global news, Kamala Harris is set to announce her pick for the vice president post in the coming days. Venezuela is seeing huge protests on President Maduro’s claim of election victory. McDonald’s has been hit by the first global sales drop since 2020. On the tech side, Apple has released its first preview of iPhone AI. -Back home, RBI in its report has said it sees rapid digitisation of the economy, thought with risks ahead. Also, a media report suggests the government may target a fiscal deficit range of 3.7-4.3% post FY26. -PM Narendra Modi will address the post-Budget session at CII today. -The Ministry of Home Affairs (MHA) has established a committee to investigate a recent incident at a coaching centre in which three UPSC aspirants died due to flooding in the basement in old Rajinder Nagar, New Delhi. Seven people have so far been arrested in connection with the incident. -In an update from the Paris Olympics, Manika Batra has become the 1st Indian table tennis player to reach Round of 16 in the Games. -Lastly, Gift Nifty was trading flat this morning which means the Indian markets are likely to open little changed this morning. Tune in to the Marketbuzz Podcast for more news and cues | |||
| 1302: Marketbuzz Podcast with Kanishka Sarkar: Nifty 50 eyes 25,000, banking stocks in focus | 29 Jul 2024 | 00:05:43 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of July 29 -The big question today is whether or not the Nifty will surpass 25,000 after almost every index heavyweight, be it Reliance Industries, Infosys, TCS, ITC put their hand up on Friday to take the Nifty to a new record high of 24,861. -While IT and Reliance have been contributors through and through, what further aided Friday's move was a recovery in banks. The Nifty Bank index recovered nearly 900 points from the lows of the day and barring HDFC Bank, most of the index constituents contributed to the rally on the upside. Infosys, trading at the highest level in two years, is also nearing a record high. -The banking sector will again be in focus today as a slew of earnings reactions will be seen during the trading session. -Stocks to watch: IndusInd Bank, Bandhan bank, Power Grid, KEC International, Kaynes Tech, ICICI Bank, PNB, IDFC First Bank, Anant Raj, MCX, Dr Reddy's Laboratories, Genus Power, UltraTech and India Cements -Earnings: ACC, BEL, Adani Total Gas, CSB Bank, Data Patterns, HPCL, Kansai Nerolac, Strides Pharma -Both foreign and domestic institutions were net buyers in the cash market on Friday. The numbers may also be skewed due to the block deal that took place in Sobha on Friday morning. -Kotak Securities’ Amol Athawale expects 25,000 to be a key hurdle for the bulls but crossing that can take the Nifty to 25,150 levels. 24,675 - 24,600 on the downside now becomes an important support, below which, the sentiment could change. -In terms of global cues, Asian shares snapped three days of losses to rise on Monday morning, before a week of key central bank decisions in Japan, the US and the UK, as well as some big tech earnings releases. -The Fed is likely to signal its plans to cut in September at the conclusion of its meeting on Wednesday, according to economists surveyed by Bloomberg News, a move they say will kick off reductions each quarter through 2025. -Oil rose ahead of a key OPEC+ meeting this week, with analysts divided over whether the group will proceed with plans to boost supplies next quarter. -OLA Electric Mobility is set to launch its Rs 5,500 cr IPO on August 2 -Manu Bhaker has won bronze in air-pistol, bagging India’s first medal at Paris Olympics -Gift Nifty was trading 0.3% higher from friday’s close this morning, indicating a start in the green for the Indian market Tune in to the Marketbuzz Podcast for more cues | |||
| 1301: Marketbuzz Podcast with Hormaz Fatakia: Nifty down for the week; Indus Towers, VST Industries in focus | 26 Jul 2024 | 00:06:04 | |
Marketbuzz Podcast: Indian markets may see a flat start according to the GIFT Nifty. Watch out for stocks like Tech Mahindra, VST Industries, Indus Towers.
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| 1300: Marketbuzz Podcast With Hormaz Fatakia: Sensex, Nifty may open gap down; L&T, Axis Bank in focus | 25 Jul 2024 | 00:05:04 | |
Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like L&T, Axis Bank, IEX.
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| 1299: Marketbuzz Podcast With Hormaz Fatakia: Will Sensex, Nifty sustain the recovery? Vedanta, Bajaj Fin in focus | 24 Jul 2024 | 00:05:10 | |
Marketbuzz Podcast: Indian markets may see a negative start according to the GIFT Nifty. Watch out for stocks like HUL, Bajaj Finance, Vedanta and TCPL.
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| 1298: Marketbuzz Podcast with Hormaz Fatakia: Sensex, Nifty eye Union Budget; Suzlon, Coforge in focus | 23 Jul 2024 | 00:05:09 | |
Marketbuzz Podcast: Indian markets may see a flat start according to the GIFT Nifty. Watch out for stocks like Suzlon, Federal Bank, HUL.
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| 1297: Marketbuzz Podcast With Hormaz Fatakia: Sensex, Nifty may gap-down lower; HDFC Bank, RIL react to results | 22 Jul 2024 | 00:05:09 | |
Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like HDFC Bank, RIL, Suzlon, and Wipro.
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| 1296: Marketbuzz Podcast with Kanishka Sarkar: Nifty 50 eyes 25,000, Reliance and Infosys in focus | 19 Jul 2024 | 00:04:18 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the top developments ahead of the trading session of July 19 -Quarterly results continue to remain the focus of the market. On July 18, there was a big IT-led recovery and after market hours Infosys posted a super first quarter earnings. -Technology stocks led the charge on the upside on Thursday with heavyweights Infosys and TCS being substantial contributors. Both combined contributed to nearly 50 points on the Nifty's 190-point surge on Thursday. Vital contributions also came from ICICI Bank and Reliance Industries. -Today, it possibly would be Infosys, that will be the biggest trigger for pushing the Nifty towards 25,000. The IT giant convincingly surpassed analyst estimates for the June quarter, raised its revenue growth guidance for financial year 2025 and also won deals worth $4.1 billion during the June quarter. The company's US-listed shares (ADRs) ended 8.3% higher overnight. -Other than Infosys, the other stock in focus on Friday will be Reliance Industries, as it will report results after market hours. The index heavyweight will see the reaction to its earnings next Monday, a day before the announcement of the Union Budget. -Other broader market names like Persistent Systems, Tata Technologies, L&T Technology Services, South Indian Bank, Dalmia Bharat, JSW Infra will also react to their results today. -Earnings: JSW Steel, ICICI Lombard, JSW Energy, Indian Hotels, UltraTech, Wipro, Paytm, Nippon Life AMC, Patanjali Foods, PVR Inox, Route Mobile, Tejas Networks -GIFTNifty was trading higher, up more than 10 pts from Nifty Futures Thursday close, indicating a start in the green for the Indian market. -Early today, Asian equities tracked US stocks lower for a second day as signs of economic weakness overwhelmed the market’s optimism surrounding interest-rate cuts. Shares in Japan, South Korea and Australia dropped. -The S&P 500 fell 0.8% Thursday, extending a drop from the prior session and placing the benchmark on track for its largest weekly decline since April. The Nasdaq 100 fell 0.5%, while the Russell 2000 benchmark of US small companies fell 1.9%, continuing to pull back from a rally earlier in the week as investors rotated from large technology stocks. US equity futures edged higher early Friday. -Elsewhere, Joe Biden’s grasp on the Democratic presidential nomination appeared to be slipping Thursday, as he weighed increasingly public warnings from his party’s top lawmakers. -In commodities, oil edged lower in early Friday trading. Brent crude prices fell by half a percent to $84.50 a barrel. Spot gold too fell over half a percent to $2,430.57 an ounce. Tune in to the Marketbuzz Podcast for more cues | |||
| 1295: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 to open in green, Infosys results in focus | 18 Jul 2024 | 00:05:34 | |
-Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 18 -As the market resumes trading today after a mid-week holiday, June quarter results seem to have taken the centre stage. In the next 2 sessions, 35% of the Nifty companies will be in focus due to earnings. -On Wednesday, Asian Paints and LTI Mindtree reported their results whereas today IT major Infosys is due to announce its first quarter results after market hours. On Friday, Reliance, BPCL, JSW Steel, Ultratech as well as Wipro will report their earnings. And over the weekend, HDFC BANK and Kotak Mahindra bank will do so. -All eyes are now on the Union Budget which is three trading sessions away. Meanwhile, Chris Wood, Global Equity Strategist of Jefferies believes that we are nowhere near to ending the bull run market in India. -The GIFTNifty was trading with a premium of nearly 30 points from Nifty Futures' Tuesday close this morning, indicating a start in the green for the Indian Market. -Thursday is also the weekly options expiry of the Nifty 50 contracts. Earnings reaction will be seen in stocks like Asian Paints, Just Dial, LTIMindtree, Hathaway Cables, Elcon Engineering and others. -Stocks to track: Zensar Tech, L&T Finance, Zee Entertainment, IREDA, Nazara Technologies, Glenmark Pharma, Techno Electric & Engineering, Adani Green Energy, -In terms of global cues, Asian equities fell this morning, as a global selloff in technology stocks deepened on concerns over tighter US restrictions on chip sales to China. Shares in Japan and South Korea dropped, with the Topix falling as much as 1.5%, weighed down by a stronger yen and further fallout from heavy selling in chipmakers around the world. -Hong Kong and mainland Chinese stocks fluctuated in early trade, with the Hang Seng Tech Index down as much as 1.2%. US futures drifted higher after the S&P 500 fell 1.4% and the Nasdaq dropped 2.9%, its worst day since 2022, on Wednesday. - In other news from around the world, back home, Karnataka has put the controversial bill on job reservations in the private sector on hold. Globally, US President Joe Biden has tested positive for covid-19. Tune in to the Marketbuzz Podcast for more cues | |||
| 1294: Marketbuzz Podcast with Kanishka Sarkar: Nifty 50 eyes 24,600, Bajaj Auto, SpiceJet in focus | 16 Jul 2024 | 00:06:47 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 16 -Even as the Nifty traded in a 110-point range on July 15, it crossed the 24,600 mark, made a new high of 24,635, and closed above levels of 24,550. Interestingly, barring SBI and ITC, none of the major index heavyweights contributed to the Nifty's upmove yesterday. Most of them ended with a flat to negative bias. But contributions came from PSUs like ONGC and NTPC, along with Bajaj Auto, which reports results today. -Today might turn out to be a volatile day for the financials, as the Nifty Financial Services will have its weekly expiry. Additionally, with Wednesday being a market holiday, the Nifty Bank too, will have its weekly expiry on Tuesday. -GIFTNifty was trading with a premium of over 17 points from Nifty Futures' Monday close, which indicates a flat-to-positive start for the Indian market. -Earnings: Bajaj Auto, CRISIL, Dee Development Engineers, DB Corp, Himadri Speciality Chemicals, Jubilant Ingrevia, Just Dial, L&T Finance, Network18 and TV18. -Stocks to watch: Jio Financial Services, SpiceJet, Vedanta, Hindustan Unilever, Unichem Labs, Lupin, Zee Entertainment -Stocks in Asia were muted in early Tuesday trading, following gains on Wall Street fueled by optimism surrounding a second Donald Trump term as the former US president chose his running mate. Equity benchmarks rose in Japan and Korea, while those in Australia were steady. Futures for Hong Kong stocks pointed to a decline. -Caution in Asia comes amid signs of emerging market volatility in anticipation that Trump’s tariff threats will be implemented. -Overnight on Wall Street, the blue-chip Dow also reached a new intraday high, advancing half a percent to close at 40,211.72. Similarly, The S&P 500 added 0.28% to 5,631.22, while the Nasdaq Composite gained 0.4% to end at 18,472.57. Trump’s rising odds of victory boosted oil producers, gun makers and private prisons. His pro-cryptocurrency stance lifted the industry. Tesla Inc. rallied as Elon Musk endorsed Trump. Solar firms sank as Democrats are seen as more friendly toward the sector. -Meanwhile, Federal Reserve Chair Jerome Powell said in an interview that second-quarter economic data has provided policymakers greater confidence that inflation is heading down to the central bank’s 2% goal, possibly paving the way for near-term interest-rate cuts. He made clear he didn’t intend to send any specific message about the timing of rate reductions. -In commodities, oil prices edged lower on worries about a slowing Chinese economy crimping demand, though a growing consensus that the U.S. The Federal Reserve will begin cutting its key interest rate as soon as September limited declines. Brent futures fell to $84.76 a barrel. -Back home, Telecom Minister Jyotiraditya Scindia is likely to meet leaders from Telecom and Internet Service Providers. DOT has called for meeting of Stakeholder Advisory Committee for TSPs i.e. Telecom Service Providers. This committee includes, Sunil Bharti Mittal, Akash Ambani, Kumar Manglam Birla and N Chandrasekhar. The issues of Unsolicited Commercial Communication, network quality, and 6G are likely to be on the cards. Tune in to the Marketbuzz Podcast for more cues | |||
| 1293: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 headed for gap-up opening, big earnings this week | 15 Jul 2024 | 00:03:30 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast, here are all the important updates ahead of the trading session of July 15 -Multiple big earnings due this week. Bajaj auto on July 16, Infosys on July 18, and Reliance Industries on Friday, July 19. Also, this is a truncated week as the market will remain closed on Wednesday for Muharram. -The week gone by nearly turned out to be a dull one until the IT stocks woke up from their long slumber post TCS' results and took the Nifty higher, thereby ensuring that the index gained for the sixth week in a row. The Nifty IT index had its best single day gain since October 2020 last Friday. -Nagaraj Shetti of HDFC SecuritiesThe Nifty appears to have completed its one day dip and has started to move higher while pointing to a similar move on June 24, post which the index had continued to move higher. He now expects the Nifty to test levels of 24,950, having crossed the immediate hurdle of 24,400. Downside support is at 24,350. -This morning, the GIFT Nifty higher was trading at a premium of 90 points from Nifty Futures Friday close, indicating a start in the green for the Indian market. Multiple stocks in focus today. -Stocks to watch: IREDA, HCLTech, Avenue Supermarts, HDFC AMC, HDFC Life, Jio Financial Services -In terms of global outlook, Asian stocks were mixed as the US dollar rose after the attempted assassination of Donald Trump reinforced bets that his chances of winning the presidential election have increased. -Australian and South Korean shares rose while Hong Kong futures indicated an early loss when markets open. Australian bond yields edged lower. Chinese shares opened lower ahead of key data release and a major political event in the country. Japan’s markets are closed for a public holiday. . -Bitcoin topped $60,000 in the wake of the attack. -On friday, in the US, Dow Jones hit a fresh all-time high above 40,000. Dow Jones has risen 6% in 2024 whereas S&P 500 is up 18% in 2024 to a new record high. -In commodities, oil prices fell for a second day on Monday as the dollar gained ground amid political uncertainty in the U.S. following an attack on U.S. presidential candidate Donald Trump while investors eyed the progress of talks for a Gaza ceasefire. Brent crude futures fell 55 cents, or 0.7%, to $84.48 a barrel after settling down 37 cents on Friday. Tune in to the Marketbuzz Podcast for more cues | |||
| 1292: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 headed for gap-up opening, TCS, HCLTech in focus | 12 Jul 2024 | 00:04:13 | |
-Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 12 -Tech stocks will be in focus today. A good set of earnings from TCS is likely to aid sentiment today. Not only did TCS Q1 revenues and margins beat estimates, the company says FY25 will be better than FY24. Brokerages are also positive on the TCS stock. UBS has raised target price to Rs 4,600. -Another IT stocks to watch today is HCL tech which is due to report its earnings after market hours today, whereas Infosys will report on July 18. Among other big names, Reliance Industries earnings report is due on next Friday i.e. July 19. -The Nifty 50 holds firm at 24,300. While it finds support between 24,150 - 24,200 levels, it continues to face hurdles at the 24,400 mark. That has been the pattern all through this week and the weekly options expiry session yesterday was no different. -On the global front, hopes are rising that the US Federal Reserve will eventually bite the bullet and start cutting interest rates by September. But, back home, RBI governor Shaktikanta Das, in an exclusive interaction with CNBC-TV18, said that it is too soon to think of interest rate cuts. -Besides TCS, stocks like Anand Rathi Wealth and GTPL Hathaway will also react to their quarterly results reported after market hours on Thursday. -Foreign investors were net sellers in the cash market on Thursday, while domestic investors were net buyers. For the week, the Nifty is absolutely flat. -The GIFTNifty was trading with a premium of nearly 65 points from Nifty Futures' Thursday close, indicating a gap-up start for the Indian market. -Asian technology stocks fell Friday, echoing declines on Wall Street as slowing US inflation sparked a rotation out of Big Tech. The yen was volatile. A gauge of Asian tech stocks fell as much as 3.1%, reflecting declines of more than 1% in Japan and South Korea. Equities in Hong Kong and Australia gained, while Chinese shares fluctuate. -The Nasdaq 100 dropped 2.2% Thursday, weighed down by some of the year’s big winners, including Nvidia Corp. and Microsoft Corp. -The moves followed data showing US core consumer prices rose at the slowest pace since 2021, bolstering the case for Federal Reserve rate cuts. Optimism over lower rates sparked a sector rotation from Big Tech into the likes of real estate and materials companies. Tune in to Marketbuzz Podcast for more cues | |||
| 1291: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to open in green, TCS, SBI, Nykaa in focus | 11 Jul 2024 | 00:05:28 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 11 -The Nifty 50 failed to see follow-through yesterday & broke a prior low. However, It's Too early to judge if we are in for a bit of a pullback. The Nifty witnessed its biggest single day fall in over a month, which is the Lok Sabha election result day of June 4. -Despite the drop, the market continued with its "buy-the-dip" trend. At one point, the Nifty even slipped below the mark of 24,150 but saw a recovery of nearly 200 points from those levels to close above the 24,300 mark. -Most index heavyweights, be it Reliance Industries, HDFC Bank or TCS were on the same losing end in Wednesday's trade, although the recovery in the index also came as the first two recovered from their respective session's low. -Today, TCS will remain in focus as it kickstarts the earnings season for the Nifty 50 companies, the reaction of which of course, will be seen on Friday. -Today is also the weekly options expiry of the Nifty 50 contracts and it remains to be seen whether the recovery made late on Wednesday is sustained or some expiry related volatility will lead to a retest of Wednesday's low, which also happens to be the lowest since July 1. -Both foreign and domestic investors continued to be net buyers in the cash market on Wednesday but that number could also be skewed due to the block deals seen in Delhivery and Mankind Pharma. -Experts like Nagaraj Shetti of HDFC Securities believe that the near-term uptrend of the Nifty remains intact but the market seems to have started to show signs of profit booking between 24,400 - 24,500 levels. -The GIFTNifty was trading with a premium of more than 40 points from Nifty Futures' Wednesday close, indicating a start in the green for Indian market. -Stocks to track: Glenmark Life, Kesoram Industries, Tata Elxsi, Sula Vineyards, Power Grid, SBI, Nykaa, Sona BLW Precision -Asian equities advanced after a rally in the world’s largest tech stocks lifted global shares to new highs ahead of US inflation data due later Thursday. Equities in Japan, Australia and China rose, echoing the bullish pulse on Wall Street on Wednesday. -The S&P 500 and Nasdaq 100 each gained more than 1%, and a gauge of global equities also rose, all to records, spurred by the likes of Nvidia Corp. and Apple Inc. The S&P 500 has advanced in each of the past seven sessions, its longest winning streak since November. Tune in to the Marketbuzz Podcast for more cues | |||
| 1290: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to open in green, Emcure Pharma listing today | 10 Jul 2024 | 00:05:36 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 10 -The bulls continue to charge ahead. Yesterday, the Nifty closed above 24,400 for the first time and so far the index has gone up 1200 points in a month. -Both FIIs and DIIs bouhth in the cash market yesterday. -Auto majors Maruti and Mahindra & Mahindra, along with ICICI Bank and ITC led the index to newer peaks. ITC gained for the fifth day in a row, and is attempting a retest of its previous highs after a few months of sideways price action. The Nifty Auto index was also the top sectoral performer of the day, ending at record levels. -The broader markets also moved in tandem with the benchmark indices but there were pockets that outperformed. Barring auto, PSU banks made a comeback after a few days of underperformance, while Pharma resumed its uptrend from the week gone by. IT and Metals had a dull day. -Summarising the current market mood, veteran investor Vijay Kedia had a warning. He believes that the right adjective to describe the current market scenario is a "stampede" and not "euphoria" as it has gone beyond the latter. He added that market regulator SEBI will take some steps to stop this "frenzy." -Emcure Pharma is set for listing today. -The market is sitting in anticipation of further cues from the IT earnings that begin this Thursday or July 11. -The focus remains on the globe as to how the US markets, having made new record highs almost every single day, react to Fed Chair Jerome Powell's testimony. -Asian markets were mixed this morning. Shares in Australia and Japan fell Wednesday while Chinese futures pointed to gains ahead of key economic data after fresh highs of US equities. Hong Kong futures contracts rose earlier, following a Tuesday rally for mainland stocks and a gauge of US-listed Chinese shares. -Overnight in the US, S&P 500 advanced for a sixth consecutive session, its longest winning streak since January, as traders held to bets the Federal Reserve will cut rates this year. The Nasdaq 100 also set a fresh record. -Fed chief Jerome Powell was careful not to offer a timeline for rate cuts in comments to lawmakers on Tuesday. However, he emphasized mounting signs of a cooling job market after government data showed a third straight month of rising unemployment. -GIFTNifty was trading with a premium of more than 5 points from Nifty Futures' Tuesday close, indicating a flat start but in the green for the Indian market this morning. -Stocks to track: KDDL, Delhivery, Mankind Pharma, Infosys, Delta Corp, Rail Vikas Nigam, Adani Ports, Bank of Baroda, KIMS, Havells India, JSW Steel Tune in to Marketbuzz Podcast for more news and cues | |||
| 1289: Marketbuzz Podcast with Kanishka Sarkar: Nifty 50 likely headed for muted start, Reliance, IT stocks in focus | 09 Jul 2024 | 00:05:27 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here all the important updates ahead of the trading session of July 9 -Nifty 50 has been holding steady around 24300 amid large buying from domestic institutions. Every instance that the index has seen a dip due to one stock or sector, another stock or sector has ensured it pulls it back higher. -There has been no decisive move on either side as traders are content playing the range as of now. But the question is, for how long is this likely to continue? The index is awaiting a trigger on either side for a decisive move beyond this range. -For today, GIFT Nifty was trading with a premium of 5 points from Nifty Futures' Monday close this morning, indicating a flat start for the Indian market. -Stocks to track: Rail PSUs, Fertiliser, FMCG stocks, DOMS Industries, HUDCO, Reliance Industries, Godrej Consumer, IT stocks, financial stocks, Pitti Engineering, Jupiter Wagons, Mahanagar Gas, CONCOR, Senco Gold, -Stocks in Asia edged higher ahead of Jerome Powell’s testimony to Congress and the start of the US earnings season. Equity benchmarks rose in Japan, Australia, and South Korea , while futures pointed to losses in Hong Kong after an index of Chinese shares in the US dropped on Monday. US futures gained in early Asian trading after the S&P 500 closed a fraction higher to set its 35th record this year. The dollar and treasuries were little changed. -Traders will be focused on Powell’s testimony beginning Tuesday for guidance on the Federal Reserve’s outlook. He faces pressure from lawmakers growing impatient for interest-rate cuts and others who are unhappy with the Fed’s latest plan to boost capital requirements for Wall Street lenders. -In commodities, oil was little changed this morning after a two-day decline as Hurricane Beryl looked less likely to pose major disruptions to crude infrastructure in Texas. Gold trimmed some of Monday’s 1.4% loss in early trading. -In other news back home, incessant showers have been lashing Mumbai and adjoining areas, disrupting suburban train services and flight operations as normal life was thrown out of gear in the metropolis. For today, IMD has issued a red alert for the city where a holiday has also been declared for schools. -CNN-New18 reports that top government sources say Russia has decided to discharge and facilitate return of all Indians working in the Russian Army after PM Modi took up the matter with President Putin Stay tuned to CNBC-TV18 for more news and cues | |||
| 1288: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to open flat, Titan, Dabur in focus | 08 Jul 2024 | 00:04:23 | |
Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 8 -All of last week on the Nifty was dominated by two stocks and one theme. The two stocks being Reliance Industries and HDFC Bank, while IT was the theme that continued to hog the limelight. If one took the market higher, the other ensured that the gains were kept in check and vice versa. -Now today, multiple stocks will react to their quarterly business updates that were reported on Friday and over the weekend such as Titan, IndusInd Bank, Marico, Dabur and others. -Earnings season also begins in the upcoming week with TCS reporting results on July 11, followed by HCLTech on July 12. -Asia-Pacific markets opened mixed this morning as investors awaited key economic data from the US and China later this week, while election results in France overnight signaled a hung parliament. -Investors await the U.S. consumer price index reading, due Thursday stateside, to assess the Federal Reserve’s interest rate path, while China’s inflation figures on Wednesday will signal the state of the country’s economic recovery. -On Friday in the US, the S&P 500 and the Nasdaq Composite rose to new highs, with both indexes posting a record close as the latest jobs report reignited hopes for rate cuts from the Federal Reserve. The broad market index advanced half a percent, while the tech-heavy Nasdaq gained almost a percent whereas the Dow Jones Industrial Average added 0.17%. - Workers' union at Samsung Electronics in South Korea is set to stage a three-day strike from Monday and has warned it could take further action against the country's most powerful conglomerate at a later date. -Prime Minister Narendra Modi is set to meet President Vladimir Putin in Moscow today, marking his first visit to the Kremlin since the invasion of Ukraine. Their meeting is significant as it’s the Indian premier’s first bilateral trip overseas since he was reelected for a rare third term in June. -Heavy rainfall has lashed Mumbai, the financial capital and its surrounding areas overnight, and continued early in the morning. Many parts across the city are waterlogged, while the western express highway witnessed traffic congestion even before 7 am, including the roads leading to terminals 1 and 2 of the Mumbai airport. Local trains, the lifelines of Mumbai, were running late due to waterlogging and CSMT, Kurla-Vikhroli and Bhandup were among the most-affected stations. A holiday has been declared for the first session for all the schools in Mumbai. Decision on the second session will be taken soon. Tune in to the Marketbuzz Podcast for more cues | |||
| 1287: Marketbuzz Podcast with Hormaz Fatakia: HDFC Bank may determine Nifty moves; Angel One in focus | 05 Jul 2024 | 00:04:54 | |
Marketbuzz Podcast: Indian markets may see a slightly negative start according to the GIFT Nifty. Watch out for stocks like HDFC Bank, RBL Bank, Raymond.
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| 1286: Marketbuzz Podcast With Hormaz Fatakia: Sensex, Nifty set for another record; Bajaj Finance in focus | 04 Jul 2024 | 00:05:45 | |
Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Bajaj Finance, Vedanta, ITD Cementation.
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| 1285: Marketbuzz Podcast with Hormaz Fatakia: HDFC Bank to determine Nifty moves today | 03 Jul 2024 | 00:06:37 | |
Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like HDFC Bank, Avenue Supermarts, Sun Pharma.
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