stock market

Inflation Recession

Inflation zooms-Recession looms

Markets are trading with a negative bias as index is around 16000 NIFTY levels. Higher interest rates & inflation globally have led to fears of recession. Fed is again meeting on 25-26th July for another round of rate hike while RBI will meet in August. Given the high inflation print another 75-100 bps hike is …

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inflation spooks markets

Runaway inflation spooks markets

Markets are trading with a negative bias as index hit fresh 52-week lows ~15,300 NIFTY levels. Higher interest rates & inflation globally have led to fears of stagflation. RBI increased repo rate by 50 bps on 6th June while FED increased rates by 75 bps on 15th June, the highest hike since 1994, to control …

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Global Inflation

Global inflation spooks markets

Markets corrected marginally over the last month partly due to rise in global inflation & talks of interest rate hikes. Markets have corrected ~10% from all time highs. We expect 2022 to bring significant relief & hope for everyone due to economic revival, though inflation remains the primary concern. December quarter earnings have been mostly …

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Invest before the bull recovers

Invest before the bull recovers

There has been a sharp correction in stock markets over the last 2 months as the NIFTY has corrected over 10% from highs of 18604 hit on 18th October 2021. SENSEX hit a high of 62245 similarly. They are currently around 16800 & 56000 respectively. The rapidly spreading Omicron variant continues to spook investors as …

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Omicron variant

New Omicron variant unsettles markets

Markets have corrected ~8-9% from all-time highs due to fears of the new Omicron variant. Liquidity remains strong on the domestic front though we are witnessing strong foreign outflows. The markets look over heated at the moment and a marginal correction cannot be ruled out. How new cases relating to the new variant plays out …

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beyond covid

Looking beyond COVID

Markets were range bound over the last month as NIFTY & SENSEX consolidated around 18,000 & 60,000 respectively. COVID numbers have also been declining gradually as vaccinations pick up. Liquidity remains strong on the domestic front though we are witnessing some foreign outflows. The markets look over heated at the moment. We have just concluded …

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markets festive mood

Markets in festive mood

Markets remained buoyant as NIFTY & SENSEX hit new highs with NIFTY above 18,500 & SENSEX above 61,000 for the first time ever. Liquidity remains strong both on the domestic front as well as foreign flows. The markets look over heated at the moment. We are in the midst of Q2 corporate earnings season & …

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Maruti

Maruti revving up

Maruti Suzuki India Limited (MSIL), formerly known as¬†Maruti Udyog Limited, is the largest passenger vehicle¬†manufacturer in India with products ranging from basic hatchbacks to premium MUVs. As of September 2021 MSIL has a market share of 49% in the Indian passenger car market. Industry experts indicate lead times for automotive chips have increased notably from …

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Coal India

Coal India Ltd – Yielding dividends

Coal India Limited (CIL) is one of the largest coal producers globally producing 596 MT in FY21. CIL has 345 mines (as on 1st April 2021) of which 151 are underground, 172 open cast and 22 mixed mines. CIL has extensive mining capabilities. It has advanced technology in open cast mining. India continues to depend …

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stock markets high

Markets move from high to higher

Markets remained buoyant as NIFTY & SENSEX hit new highs with NIFTY above 17,400 & SENSEX above 58,000 for the first time ever. The markets have hardly been impacted by the 2nd wave of COVID. The markets look over heated at the moment & we feel corporate earnings need to catch up over the next …

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