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  • 1362: Marketbuzz Podcast with Kanishka Sarkar: Market likely to start in the red, ITC, Dixon Tech in focus

    1362: Marketbuzz Podcast with Kanishka Sarkar: Market likely to start in the red, ITC, Dixon Tech in focus
    2024/10/25
    Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of October 25

    -The Nifty has now declined for four days in a row and is set for another weekly loss. For the week, the Nifty is down 1.8% so far. For an index, that did not decline for three straight weeks in 2024 until the last week, is now poised for its fourth straight weekly drop.

    -The underperformance of the Nifty on Thursday was led by the two FMCG heavyweights - Hindustan Unilever and ITC.

    -Stocks to watch: ITC, Dixon Technologies, Godrej Consumer Products, IndusInd Bank, United Breweries, Petronet LNG, MGL, Castrol India, Radico Khaitan, JSW Energy, IEX, Oracle Financial

    -Earnings: JSW Steel, Shriram Finance, Interglobe Aviation, BEL, Bandhan Bank, Bank of Baroda, BPCL, DLF, GMR Power, Go Fashion, HPCL, IDBI Bank, Inox Wind, Inox Green Energy, JM Financial, Krsnaa Diagnostics, Phoenix Mills, Poonawalla Fincorp, Praj Industries, Mahindra Holidays, MOIL, Macrotech, UTI AMC

    -GIFTNifty was trading flat this morning vs Nifty Futures' Thursday's close, indicating a muted-to-negative start for the Indian market.

    -In terms of global cues, major Asian equity benchmarks splintered between gains and losses Friday after Wall Street rallied for the first time this week as Tesla Inc. shares jumped. Equities in Japan fell while share indexes in Australia and South Korea advanced. US futures were little changed after the S&P 500 rose 0.2% and the Nasdaq 100 climbed 0.8%. The moves partly reflected the 22% leap for Tesla shares on strong earnings and a forecast outlining as much as 30% growth in car sales next year.

    -Gains for US stocks and bonds on Thursday came as US economic data showed new home sales beating estimates, initial jobless claims dropping and business activity expanding at a solid pace.

    -In commodities, oil advanced after dropping Thursday as oversupply concerns overshadowed the risks from Israel’s potential retaliatory strike on Iran. Gold was steady Friday after edging higher in the prior day.

    Tune in to the Marketbuzz Podcast for more cues
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    5 分
  • 1361: Marketbuzz Podcast with Kanishka Sarkar: Flat start likely, Dixon Tech, Godrej Consumer results today

    1361: Marketbuzz Podcast with Kanishka Sarkar: Flat start likely, Dixon Tech, Godrej Consumer results today
    2024/10/24
    Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of today’s trading session

    -While Monday and Tuesday's fall came amidst multiple negative surprises, the fact that there were enough positive earnings surprises on Wednesday also could not improve sentiment in any form. IT was the only standout sector during the session, led by Persistent Systems and Coforge, shares of each ending 10% higher after a strong earnings performance and bullish management commentary on the road ahead.

    -In an interaction with CNBC-TV18, Laurence Balanco of CLSA projected the Nifty to fall another 1,000 points from current levels in the next 20 trading sessions.

    -Wednesday's high of 24,604, becomes the first level for the Nifty to cross during Thursday's trading session, which will also be the weekly options expiry day. The day's low of 24,378, which also happens to be the opening level and from where the index bounced, will be key to watch on the downside.

    -Stocks to track: HUL, AU Small Finance Bank, United Spirits, VIP Industries, Birla Corp, Pidilite, Piramal Pharma, Sona BLW

    -Earnings: ACC, Colgate-Palmolive, CSB Bank, Cyient, DCB Bank, Dixon Technologies, Godrej Consumer, IEX, IndusInd Bank, ITC, Laurus Labs, MGL, Nippon Life, Oracle Financial, Petronet LNG, PNB Housing, Westlife Foodworld

    -GIFT Nifty was trading flat this morning vs Nifty Futures Wednesday's close, indicating a muted-to-positive start for the Indian market.

    –In terms of global cues, equities in Asia fell while the yen stabilized along with Treasuries after a selloff on Wednesday as traders scaled back bets on US interest-rate cuts. Japanese, South Korean and Australian shares as well as stock futures for Hong Kong all dropped Thursday following a 0.9% decline for the S&P 500 on Wednesday. The yen edged higher after touching the weakest level against the greenback since July.

    -Back in the US, big tech climbed in late hours as Tesla kicked off the “Magnificent Seven” earnings season with better-than-estimated results. The carmaker jumped 8% after reporting adjusted earnings above the average analyst estimate. The firm also said it expects to achieve slight growth in vehicle deliveries for the full year.

    -In commodities, oil rose after retreating on Wednesday, as traders assessed tensions in the Middle East and the outlook for market balances heading into 2025. Gold edged higher following its biggest daily drop in 11 weeks.

    Tune in to the Marketbuzz Podcast for more cues
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    5 分
  • 1360: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to make muted start, Zomato, HUL in focus

    1360: Marketbuzz Podcast with Kanishka Sarkar: Sensex, Nifty 50 likely to make muted start, Zomato, HUL in focus
    2024/10/23
    Welcome to CNBC-TV18’s Marketbuzz Podcast, here are top news from around the world ahead of the trading session of October 23

    -While Monday's session brought volatility along with it, Tuesday was a one-way drop for the Nifty and the market overall as every crucial level was violated and every small bounce intraday was sold into. A close below the important level of 24,500 will also not please the bulls. ICICI Bank was the only index constituent that ended with some sort of gains.

    -The two-day fall has led to a cumulative erosion of ₹13.7 lakh crore worth of investor wealth. The Smallcap index, which had been rather resilient amidst the Midcap fall, declined 4% in a single session on Tuesday. Barring Dr. Lal Pathlabs, every single stock on the Smallcap index ended lower.

    -Today is the day of the Nifty Bank weekly expiry.

    -Stocks to watch: Bajaj Finance, Amber Enterprises, Can Fin Homes, ICICI Prudential, M&M Finance, Max Financial Services, Persistent Systems, Coforge, Zomato

    Earning: Hindustan Unilever, Bajaj Finserv, Birlasoft, Craftsman Automation, Godrej Properties, IIFL Finance, Karnataka Bank, Dr. Lal Pathlabs, MAS Financial, Metro Brands, Nuvoco Vistas, Sona BLW, TVS Motor, VIP Industries, Syngene, SBI Life Insurance, United Spirits, Piramal Pharma, Sagar Cements

    -GIFTNifty traded flat vs Nifty Futures' Tuesday's close, indicating a muted-to-positive start for the Indian market today.

    -In terms of global cues, Asian shares struggled for direction in early trade this morning, reflecting subdued risk appetite as traders mulled the prospect of less aggressive Federal Reserve interest rate cuts. Stocks moved between losses and gains in Japan and South Korea, with those in Australia modestly higher. Futures pointed to gains in Hong Kong. US contracts were flat after the S&P 500 closed little changed. Treasury 10-year yields hovered near 4.2% after topping that level for the first time since July.

    -Overnight in the U.S., the S&P 500 and the Dow Jones Industrial Average ended Tuesday marginally lower, both posting a second straight day of losses. The S&P 500 ended the session lower by 0.05%, and it was the broad market index’s first back-to-back loss since early September. The 30-stock Dow slid 0.02%, but the Nasdaq Composite rose 0.18%.

    -In commodities, oil fell as a US industry group signaled a rise in nationwide crude inventories, and the Biden administration renewed efforts to secure a cease-fire in the Middle East. Gold was little changed after climbing to a fresh record.

    Tune in to the Marketbuzz Podcast for more news and cues
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    6 分
  • 1359: Marketbuzz Podcast with Kanishka Sarkar: Muted start likely, Hyundai IPO listing today

    1359: Marketbuzz Podcast with Kanishka Sarkar: Muted start likely, Hyundai IPO listing today
    2024/10/22
    Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of October 22

    -A rebound from lows for the Nifty 50 was short-lived on Monday as despite the best efforts from HDFC Bank and Reliance Industries, the index ended in the red, without any follow-up buying. For the 93 points contributed by the Nifty heavyweights to the upside, there was a team of Kotak Mahindra Bank, Infosys, IndusInd Bank, ICICI Bank and Tata Consumer Products to offset those gains.

    -Today, shares of Bajaj Housing Finance, 360 One WAM, City Union Bank, HFCL, Jana Small Finance Bank, Mahindra Logistics, Union Bank of India are some of the broader market names that will react to results.

    -Earnings: Bajaj Finance, Adani Energy Solutions, Adani Green, Amber Enterprises, Can Fin Homes, Chennai Petro, ICICI Prudential, Indus Towers, IIFL Securities, M&M financial, ICICI Securities, Persistent Systems, Coforge, Shoppers Stop, SRF, Varun Beverages, Zensar Technologies, Olectra Greentech, Zomato

    -GIFT Nifty was trading flat this morning vs Nifty Futures' Monday's close, indicating a muted-to-positive start for Indian market

    -Other stocks to track: Tata Motors, RVNL

    -Hyundai Motor India IPO lists today. Its grey market premium has declined to 2%, with shares now trading at a premium of Rs 48 as against the issue price of Rs 1,960. The IPO of Hyundai Motor India, the Indian arm of South Korean automaker Hyundai, got subscribed 2.37 times on the third day of the bidding last week, helped by institutional buyers. This is the largest IPO in the country, surpassing LIC's initial share sale of Rs 21,000 crore.

    -Asian equities declined for a second day as Wall Street stocks took a breather after notching their longest weekly rally this year. Bonds tumbled on cooling expectations of Federal Reserve rate cuts. Shares in Australia, Japan, and South Korea all fell, while futures for benchmarks in Hong Kong pointed to losses. That’s after equities in the US dropped from nearl\y overbought levels, following a relentless advance to all-time highs.

    -Overnight in the US, the S&P 500 fell 0.2% with all of its major groups but technology pushing lower. The Dow Jones Industrial Average slid 0.8%. Nvidia Corp. hit a record high, with the Nasdaq 100 up 0.2%

    -Oil prices fell this morning, paring the previous day's nearly 2% rise as the top U.S. diplomat renewed efforts to push for a ceasefire in the Middle East, and as slow demand in China, the world's top oil importer, continued to weigh on the market. Brent crude futures for December delivery were down 26 cents, or 0.3%, at $74.03 a barrel.

    Tune in to Marketbuzz Podcast for more cues
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    7 分
  • 1358: Marketbuzz Podcast with Kanishka Sarkar: Muted opening likely, HDFC Bank, Tech Mahindra to react to Q2 results

    1358: Marketbuzz Podcast with Kanishka Sarkar: Muted opening likely, HDFC Bank, Tech Mahindra to react to Q2 results
    2024/10/21
    Welcome CNBC-TV18’s Marketbuzz Podcast. Here are top news from around the world ahead of the trading session of October 21

    -The market recorded its third consecutive weekly loss, marking the longest losing streak of 2024, despite a surge on Friday that helped reduce the decline. A recovery in banking majors during the final session helped pare some losses, with both the Nifty and Sensex closing above 24,860 and 81,220, respectively.

    -Sector performance was mixed, with banking, financials, and realty posting decent gains, while auto, metals, and FMCG sectors were the top losers. The broader indices reflected a similar trend, as the midcap index lost nearly a percent while smallcap closed slightly positive.

    -Today, in the absence of any major triggers, market participants will focus on upcoming earnings for direction. Shares of HDFC Bank, Kotak Mahindra Bank, and Tech Mahindra, which reported earnings over the weekend, will be in focus on Monday.

    -Earnings: UltraTech Cement, Hindustan Unilever, Bajaj Finance, Bajaj Finserv, HUL, SBI Life, ITC, Bharat Electronics, BPCL, HPCL, Coal India, JSW Steel, Shriram Finance, ICICI Bank.

    -Stocks to watch: Alembic Pharma, HDFC Bank, MCX, Star Cement

    -On the global front, Asia’s benchmark stock index rose this morning, while gold touched a record high as tensions in the Middle East stoked demand for the asset as a haven. Australian stocks climbed, while Japanese equities swung between gains and losses. US futures rose after the S&P 500 notched up a sixth straight weekly increase, its longest winning streak this year following a slew of corporate results and signs the world’s largest economy remains robust.

    -On Friday, US stocks closed their latest winning week with more records. The S&P 500 rose 0.4% to squeak past the all-time high it had set early this week. The Dow Jones Industrial Average added 0.1%, to its own record set the day before, and the Nasdaq composite gained 0.6%. Netflix helped drive the market with a leap of 11.1% after the streaming giant reported stronger profit for the latest quarter than analysts expected. That was despite a slowdown in subscriber growth.

    -In US earnings this week, Tesla Inc. faces questions on its production targets and regulatory challenges after the unveiling of its much-hyped Cybercab failed to enthuse investors and quell concerns over its recent vehicle sales.

    -Now, despite the ongoing positivity in the US markets, the Indian markets have been largely unresponsive, a divergence likely to persist due to continued foreign fund outflows. Ajit Mishra of Religare Broking says that any change in the fund flow pattern would also be on the participants' radar.

    -This morning, the GIFT Nifty was trading flat versus Nifty Futures' Friday's close, indicating a muted-to-negative start for the Indian market.

    Tune in to Marketbuzz Podcast for more cues
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    6 分
  • 1357: Marketbuzz Podcast with Hormaz Fatakia: Nifty at precarious levels amidst earnings heavy session

    1357: Marketbuzz Podcast with Hormaz Fatakia: Nifty at precarious levels amidst earnings heavy session
    2024/10/18
    Marketbuzz Podcast with Hormaz Fatakia: Nifty at precarious levels amidst earnings heavy session

    Welcome to CNBC-TV18’s Marketbuzz Podcast, here are top developments ahead of the trading session of October 18

    -Until the start of this week, there was a struggle for the Nifty to cross the upper end of this 500-point range of 24,700 - 25,250 that it found itself in. As the week draws to a close on Friday, the Nifty bulls are now struggling to defend the lower end of this range, having closed at the lows it had made on September 9.

    -The Nifty fell for the third day in a row during its weekly options expiry on Thursday and has now declined in four out of the last five trading sessions. With Thursday's drop, the October 7 low of 24,694 now comes into the picture again and defending that will be the first task for the bulls when the markets open on Friday.

    - The IT run-up will be tested on Friday after Infosys' results, which did not have any positive surprises either. Besides Infosys, shares of Wipro, LTIMindtree, Polycab, Tata Chemicals and others will also be reacting to their quarterly results that were reported after market hours on Thursday.

    -Foreign institutions were heavy sellers in the cash market on Thursday and their selling intensity also picked up after tapering off for a few sessions.

    -Asian equities rose, aided by sharp gains in the shares of AI chipmaker Taiwan Semiconductor Manufacturing Co. Treasuries steadied after heavy selling on Thursday, when new signs of vigor in the US economy led traders to trim expectations for rate cuts.Shares in Japan climbed, helped along by a weaker yen. Those in China fluctuated while stocks in Australia fell. TSMC jumped as much as 6.3% in opening trade, following a sharp rally Thursday for its US-listed shares driven by strong earnings and an upward revision of its 2024 revenue target.

    -Stocks to watch: Infosys, Wipro, Axis Bank, LTIMindtree, Polycab, Tata Chemicals, Zomato, Indraprastha Gas

    -GIFT Nifty was trading at discount of nearly 100 pts from Nifty Futures Thursday close, indicating a gap-down start for the Indian market.

    Tune in to Marketbuzz Podcast for more cues
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    5 分
  • 1356: Marketbuzz Podcast with Hormaz Fatakia: Four Nifty stocks report results on its weekly expiry day

    1356: Marketbuzz Podcast with Hormaz Fatakia: Four Nifty stocks report results on its weekly expiry day
    2024/10/17
    Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Reliance Industries, Bajaj Auto, Infosys and Wipro.
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    6 分
  • 1355: The Marketbuzz Podcast: Nifty Bank set for a breakout but global handover weak

    1355: The Marketbuzz Podcast: Nifty Bank set for a breakout but global handover weak
    2024/10/16
    Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like Adani Enterprises, Vedanta, and BSE.
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    6 分