Reliance rally propels Sensex to 4-month peak even as geopolitical risks loom | Stock Market News

Reliance rally propels Sensex to 4-month peak even as geopolitical risks loom | Stock Market News

Source: Live Mint India’s stock market indices surged on Monday, snapping a two-day losing streak, as investors piled into index-heavyweight Reliance Industries Ltd following stellar quarterly earnings, sending the stock to a six-month peak. Markets are poised to consolidate their gains in the coming sessions, subject to geopolitical conditions not worsening, said analysts, whose view of…

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EM earnings brace for tariff wrath

EM earnings brace for tariff wrath

Source: Live Mint US President Donald Trump’s decision to levy reciprocal tariffs on trading partners has opened a can of worms for emerging market (EM) equities. A 10% baseline tariff is levied on all countries effective 5 April, while countries with whom the US has large trade deficits are subject to higher reciprocal tariff rates…

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India’s earnings growth mojo over emerging market peers is waning

India’s earnings growth mojo over emerging market peers is waning

Source: Live Mint For India Inc., the first half of FY25 (H1FY25) presented significant challenges, as earnings growth momentum faced a combination of unfavourable factors. Government spending, particularly capital expenditure, moderated due to the general elections. Urban consumption weakened amid elevated inflation and tight monetary policy, while muted incomes eroded purchasing power and also led…

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Another 5-10% correction likely before market stabilises, says Abhijit Bhave of Equirus Wealth | Stock Market News

Another 5-10% correction likely before market stabilises, says Abhijit Bhave of Equirus Wealth | Stock Market News

Source: Live Mint Expert View: Abhijit Bhave, Managing Director and CEO, Equirus Wealth believes a 5-10% correction from current levels might be a fair expectation for stabilisation in the market. A strong earnings report card in the December quarter is what might bring some sense of relief in the market, he noted. Bhave also believes…

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Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25 | Stock Market News

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25 | Stock Market News

Source: Live Mint The Indian market is currently undergoing a corrective phase, impacted by the rise in the dollar index following Donald Trump’s victory in the 2024 US Presidential elections, along with continuous outflows from foreign investors and the Middle East crisis. While the last session was a positive one for the Indian markets after…

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Q2 Results: 44% of companies miss net profit estimates, 27% see weak revenue growth amid demand slowdown: JM Financial | Stock Market News

Q2 Results: 44% of companies miss net profit estimates, 27% see weak revenue growth amid demand slowdown: JM Financial | Stock Market News

Source: Live Mint The Q2 results season so far has sparked concerns in the Indian stock market as numerous companies reported weaker-than-expected earnings and cautious outlooks. Analysis from JM Financial on 157 companies, out of its coverage universe of 275, indicates mixed results across sectors. Nearly half of the companies missed earnings expectations, suggesting a…

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Q2 Earnings Preview: 3 Nifty 50 companies likely to see over 25% decline in net profit | Stock Market News

Q2 Earnings Preview: 3 Nifty 50 companies likely to see over 25% decline in net profit | Stock Market News

Source: Live Mint Q2 Earnings Preview: Motilal Oswal Financial Services (MOSL) noted that the past two financial years saw a dynamic interplay between revenue and earnings growth, largely influenced by global macroeconomic factors. In FY23, the MOFSL Universe faced a significant margin squeeze due to rising commodity prices, driven by the Russia-Ukraine war. Despite a…

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Stock market strategy: Volatility to continue amid muted Q2 results, says Seshadri Sen; suggests buying on weakness | Stock Market News

Stock market strategy: Volatility to continue amid muted Q2 results, says Seshadri Sen; suggests buying on weakness | Stock Market News

Source: Live Mint The corporate earnings for the second quarter of FY25 are expected to be muted with high sector divergence, and the stock market volatility will continue in the near future, analysts said. While Materials, Energy, and Financials are likely to drag the aggregate net profit growth of Nifty to 5%, other sectors are…

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