The Market Outlook


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Гео и язык канала
Весь мир, Английский
Категория
Telegram
Статистика
Фильтр публикаций


Here's how the global market cues are placed this morning

Here's how the global market cues are placed this morning

Here's a list of stocks that are in focus going into trade today


🇺🇸 Markets on Wednesday
#DowJones +1.65%
#NASDAQ +2.45%
S&P500 +1.83%
Russel 2000 +2%

Key Factors
1️⃣ CPI report showed core inflation unexpectedly slowed. December’s consumer price index showed that core inflation, which excludes food and energy, rose 3.2% vs expected 3.3%

Fed Action Expected: Markets now expect the Fed to deliver 40 bps worth of rate cuts by year-end vs 31 bps before the inflation data

2️⃣ U.S. banks reporting blowout results
JPMorgan Chase +2%
Goldman Sachs +6%
Wells Fargo +6%
Citigroup +6%

Growth stocks rally 🚀
Tesla +8%
Nvidia +3%

Other assets
🇺🇸 10-year Treasury yield slipped to 4.65%
🪙 Gold at 2693$/ounce
⛽️ Brent Crude at 81.5$/barrel, spike due to large draw in U.S. crude stockpiles & potential supply disruptions caused by new U.S. sanctions on Russia 💸 Bitcoin rallies to 1,00,000$
💲 Dollar Index cools to 109.1

What to track on Thursday?
Reporting Earnings 👉 Morgan Stanley & Bank of America
👉 Scott Bessent, President-elect Donald Trump’s pick for Treasury Secretary, will sit down before the U.S. Senate Committee on Finance, investors will parse for clues into tariffs and other policies from the incoming administration


Q3 revenue & EBIT were slightly better than expected, highest ever large deal bookings, as per mgmt, on back of a weak Q2: Citi on L&T Tech

2024 was a robust year for India’s internet stock performance delivering 50%+ sector returns, continue to expect strong performance in 2025 with quick commerce most preferred sub sector: Bernstein says

Sequential margin improvement was higher than expected in Q3, focus on new customer acquisition and deepening distribution should aid growth: HSBC on HDFC Life

CLSA adds Zomato to high conviction list, says, recent stock correction offers an opportunity to gather quick comm & food delivery mkt leader


📈Nifty advances for the second consecutive session led by Trent and NTPC

📊Get ready for today's trading session with the latest global and Indian markets news wrap!


Macquarie on LTTS: Maintains Underperform with a target price of ₹4,310, citing auto sector challenges despite strong tech growth.


Nuvama on LTTS: Maintains Hold with a target price of ₹4,852, cutting EPS estimates due to Intelliswift-led margin pressure.

| Morgan Stanley on MGL: Maintains Overweight with a target price of ₹1,606, expecting strong CNG demand and attractive risk-reward.

JP Morgan on Q-Commerce: Maintains Overweight on Swiggy (₹730) and Zomato (₹340), bullish on rapid dark store expansion.

Macquarie on Electric Utilities: Maintains Outperform on NTPC (₹475) and Power Grid (₹380), driven by strong renewable capacity addition.


CLSA on Zomato: Adding to High Conviction O-PF list (Overweight), target price at Rs 400 (From Rs 370)

Jefferies on HDFC Life: Maintains Buy with a target price of ₹750, citing a better product mix boosting margins despite weaker persistency.


Investec on HDFC Life: Maintains Buy with a target price of ₹850, highlighting a major margin surprise and sustainable improvements.

Macquarie on HDFC Life: Maintains Neutral with a target price of ₹570, noting muted VNB growth due to broad-based APE slowdown.

Nuvama on HDFC Life: Maintains Buy, raises target price to ₹850, driven by margin reversal and NPAR product repricing.


How US Futures are faring ahead of Indian market open. #NDTVProfitMarkets
Here are the global cues you should know. #NDTVProfitMarkets


#Nomura upgrades #HDFCLife to 'Buy' from Neutral after Q3 earnings.

For more, visit our Research Reports section: https://bit.ly/3HrgiMEHere are the F&O cues for the day.

Earnings Estimates | #RelianceIndustries, #Infosys among companies to announce Q3 results today

#Bernstein maintains 'outperform' rating on #HDFCLife following Q3 results.


#Q3WithETNOW | Reliance Industries Q3FY25 Preview: Here's an estimate👇


@ETNOWlive
#Q3WithETNOW | Axis Bank Q3FY25 Preview: Here's an estimate👇

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