MarketBuzz

Marketbuzz Podcast: Indian markets may open flat, according to the GIFT Nifty. Watch out for stocks like Zomato, Dixon Technologies, L&T Finance.

Marketbuzz Podcast: Indian markets may open in the green according to the GIFT Nifty. Watch out for stocks like Kotak Mahindra Bank, Wipro, RBL Bank and others.

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top news developments from around the world ahead of the trading session of January 17 -Today’s market moves will be determined by the Street’s reaction to Reliance and Infosys Q3 earnings. -In the previous session, Nifty’s winning streak extended into a third consecutive session, though uncertainty persists as the index continues to trade within a limited range. Despite some selling pressure at higher levels after the gap-up opening, the Nifty 50 managed to close above the critical 23,300 resistance level. -Today, market attention will shift to earnings reports from Tech Mahindra, Wipro, and SBI Life. Another key factor will be the market's reaction to Reliance Industries' results. The company delivered a strong quarter, with EBITDA rising 12% quarter-on-quarter versus estimates of 8%, driven by its O2C and Retail segments, while the Telecom and Oil & Gas businesses performed in line with expectations. Additionally, Infosys, Axis Bank, LTIMindtree, and Havells, which released their earnings after market hours on Thursday, will influence Friday’s trading sentiment. -According to Nagaraj Shetti of HDFC Securities, the short-term trend of Nifty is positive but the market is lacking its strength to witness sharp upside breakouts of the hurdle. -This morning the GIFT Nifty was lower, trading at a discount of more than 50 points from Nifty Futures Thursday close, indicating a start in the red for the Indian market. -Asian stocks dropped as traders prepared for a swath of Chinese data scheduled Friday including fourth-quarter growth. -Shares in Japan fell as the yen largely held onto gains from earlier in the week, while those in Australia fluctuated. The downward start in Asia comes as a global risk rally this week, fueled by traders re-adjusting Federal Reserve interest rate cut bets following Wednesday’s benign inflation data, loses steam. The focus will now shift to official Chinese data due Friday that is likely to show the world’s second-largest economy failed to break a deflationary cycle last year. -In the overnight session, benchmark indices on Wall Street took a pause after a three-day rally owing to pressure in shares of big tech. The Dow Jones and S&P 500 fell 0.2% each, but the Nasdaq underperformed, declining 0.9% due to pressure in shares of Apple, Tesla, Nvidia and Alphabet, all of which fell between 1% to 4%. Apple had its worst day since August last year. -In commodities, oil edged higher after a 1.7% drop on Thursday, retreating from a five-month high as the market adjusts to new sanctions on Russian crude and digested mixed signals from President-elect Donald Trump on his intent to uphold the measures. Crude is on track to gain for a fourth week in a row. Gold is set for a third straight week of advances. Tune in to the Marketbuzz Podcast for more

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of January 16 -It’s an earnings heavy day today with Infosys, Reliance Industries, Axis Bank and LTI Mindtree set to report third quarter results. These earnings could provide directional cues for the market. -Today’s session will also include the weekly expiry of Nifty 50 options contracts. Additionally, stocks like L&T Technology Services (LTTS), HDFC Life, and Transrail Lighting are expected to react to their quarterly results announced after market hours on Wednesday. -After Nifty managed to hold above the 23,200 level despite the volatility in the market yesterday, Ajit Mishra of Religare Broking said that the market seems to be pausing as recovery attempts face resistance, though select heavyweight stocks are limiting the downside. -This morning, the GIFT Nifty was higher, trading at a premium of more than 100 pts from Nifty Futures Wednesday close, indicating a gap-up start for the Indian market. -On the global front, the US CPI data (released on Wednesday) and the US retail sales data due today are expected to act as significant triggers, alongside ongoing Q3 earnings announcements. -Shares in Asia followed Wall Street higher as easing US core inflation kept alive the prospect of Federal Reserve rate cuts this year. Benchmarks in Australia, Japan and South Korea all notched gains. The S&P 500 closed Wednesday 1.8% higher, the benchmark’s best day since the November election, which erased its 2025 decline. The tech-heavy Nasdaq 100 climbed 2.3%. -Oil extended a powerful early-year advance on mounting risks to global supplies, and as commercial crude inventories in the US posted their longest run of declines since 2021. Gold slipped after climbing in the previous two sessions. Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the top developments from around the world ahead of the trading session of January 15 -The Nifty 50 index opened with a gap-up on Tuesday and edged higher during the initial trades. However, pressure on select heavyweight stocks limited the recovery. Eventually, the index closed the day 90 points higher at 23,176. A rebound in global markets and easing domestic CPI inflation provided respite to broader indices. -Financial heavyweights, along with Adani Group stocks, lifted the Nifty, with Adani Group stocks seeing healthy gains of up to 18%. All Nifty Bank constituents closed in the green. Select PSU banks, including Central Bank of India, UCO Bank, and Indian Overseas Bank, surged following news that the government had approved a ₹10,000 crore fundraising plan for five state-run lenders through the Qualified Institutional Placement (QIP) route. -Nagaraj Shetti of HDFC Securities said that the near-term trend of Nifty remains weak and he expects this upside bounce could be a sell on rise opportunity around 23350 levels. Immediate support is at 23050 levels. -The Gift Nifty was trading near the flatline indicating a muted start for the Indian market. -Stocks to watch: Adani Green, IRFC, SAIL, Vedanta, Sula Vineyards -Earnings: HDFC Life Insurance, CEAT, Oracle Financial Services Software, L&T Technology Services, Bank Of Maharashtra -Asian stocks saw small gains while the dollar steadied as traders awaited US inflation data for clues on the path of Federal Reserve policy. The MSCI Asia Pacific Index was up 0.1%, with advances in South Korea and Japan offset by losses in some Chinese shares. US equity futures edged higher. The dollar gauge was little changed after dropping 0.4% in the previous session. -All eyes are on Wednesday’s consumer price index, which is likely to cause further ripples through global markets after traders pushed back bets on Fed easing following signs of a robust US economy. The muted sentiment is in contrast to optimism that swept across Asia in the previous session, buoyed by a report that Donald Trump’s incoming team is considering gradual tariff hikes. -In commodities, oil edged higher after dropping by the most in more than a month as the impact of US sanctions against Russian flows continued to reverberate. Tune in to Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of January 14  -Sensex on January 13 cracked over 1,000 points to dive below the 77,000 level, tracking heavy selling in global equities and a spike in international crude prices. The NSE Nifty dropped 345 points or 1.5% to close at 23,085. A strong US jobs data erasing early rate cut expectations, the rupee logging its steepest single-day fall in nearly two years and unabated foreign fund outflows also dampened investors' sentiment. -The real pain was felt in the broader markets on Friday and Monday was an extension of that. Both the Midcap and Smallcap indices fell 4% each on Monday with multiple stocks now having corrected between 20% to 40% from their peaks. In just the last six trading sessions, the Midcap index is down 9%, while the Smallcap index has gone one better, declining 11%. -Nagaraj Shetti of HDFC Securities believes that the underlying trend of the Nifty remains weak and the index is now headed lower towards its next support zone between 22,800 - 22,700 levels. Any pullback towards 23,350 could be a selling opportunity. -The GIFT Nifty was higher this morning, trading at a premium of more than 100 pints from Nifty Futures Monday close, indicating a gap-up start for the Indian market. -Stocks to watch: HCLTech, United Spirits, JSW Energy, Quess Corp, Angel One, Delta Corp, Anand Rathi Wealth -Global cues: The dollar fell against almost every major currency after Bloomberg News reported that Donald Trump’s incoming economic team is considering gradual hikes in tariffs. The Bloomberg Dollar Spot Index dropped as much as 0.4% in early Asia trading Tuesday, after a report showed Trump’s economic advisors are discussing a slow and steady approach to tariffs, rather than a large one-time increase. -Oil prices slipped at market open this morning but remained near four-month highs as Chinese and Indian buyers sought new suppliers in the wake of the Biden administration's toughest sanctions yet on Russian oil. Brent futures slipped 0.27% to $80.79 a barrel. -Asia-Pacific markets traded mixed this morning after a mixed session on Wall Street that saw the Dow soar and the Nasdaq slip as investors rotated out of tech stocks. -Overnight in the U.S., the Dow Jones Industrial Average climbed, outperforming the market, while the Nasdaq Composite slipped as traders continued to sell off major tech stocks that have powered the bull market. -Investors will continue monitoring India’s rupee after it weakened to a record low against the U.S. dollar. India on Monday reported inflation data for December, which declined for a second straight month year on year, coming in just below expectations at 5.22% and boosting the case for prospective interest rate cuts. Tune in to the Marketbuzz Podcast for more

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here is are top news from around the world ahead of the trading session of January 13 -This week, all eyes will be on corporate earnings, with HCL Tech, Reliance Industries, Infosys, Axis Bank, and Wipro scheduled to release their results. -Key macroeconomic indicators, including CPI and WPI inflation data, will be closely monitored. Market sentiment will also depend on ongoing foreign fund flows and cues from US markets. -US stocks sold off on Friday, with the S&P 500 erasing its 2025 gains, after an upbeat jobs report stoked fresh inflation fears, reinforcing bets that the Federal Reserve will be cautious in cutting interest rates this year. Wall Street's main indexes closed their second consecutive week in the red. -Stocks slipped in Asia following Friday’s strong US jobs data, while oil rose to the highest in more than four months as a fresh wave of US sanctions against Russia threatened to crimp supplies. Shares in Australia and South Korea both fell from the open, pressuring a gauge of the region’s shares that’s now declined for four consecutive sessions. US equity futures also edged lower after the S&P 500 slipped 1.5% Friday. Japanese markets are closed Monday, which means there’s no trading in cash Treasuries in Asian hours. -Global crude benchmark Brent advanced above $81 a barrel, after surging almost 4% in the previous session. The US imposed its most aggressive and ambitious sanctions yet on Russia’s oil industry on Friday, targeting two large exporters, insurance companies, and more than 150 tankers. -The GIFT Nifty was trading lower at a discount of more than 150 pts from Nifty Futures Friday close, indicating a gap-down start for the Indian market. -Stocks to watch: HCL Tech, Avenue Supermarts, Just Dial, Adani Wilmar, Waaree Energies, Indian Overseas Bank, Biocon, Sunteck Realty Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here is top news from around the world ahead of the trading session of January 10 -Thursday’s session clearly favored the bears, as the market witnessed a broad-based sell-off. Extending its corrective phase, the market remained under pressure and lost over half a percent, with the frontline indices falling nearly 1% each. Most sectors moved in tandem with the benchmark indices, with realty, energy, and IT emerging as the top losers. Broader indices also faced selling pressure, each slipping nearly 1%. The Nifty Midcap index recorded its fourth loss in the last five sessions. -This morning, GIFTNifty was lower, trading at a discount of more than 60 points from Nifty Futures Thursday close, indicating a start in the red for the Indian market -Whether the Nifty 50 ends the week with gains or losses depends on the way the Street will react to quarterly results from India's largest IT services company, TCS. The performance from TCS may have a rub-off effect on other IT companies too, five others of which are part of the Nifty 50. -Stocks to watch: TCS, Ireda, Tata Elxsi, Adani Total Gas, Mahanagar Gas, Mazagon Dock, Polyplex Corporation -Asian equities and US futures fell as caution took hold ahead of jobs data that will help shape the outlook for Federal Reserve interest rates. Shares in Japan and Australia slipped, white those in Hong Kong opened higher. Contracts for the S&P 500 dropped for a second day after US trading was closed on Thursday to observe a national day of mourning for former President Jimmy Carter. -Several Fed officials confirmed Thursday that the central bank will likely hold interest rates at current levels for an extended period, only cutting again when inflation meaningfully cools. -Oil rose for a second day as falling US inventories offset more signs of economic weakness in China, the biggest importer. Tune in to the podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here is top news from around the world ahead of the trading session of January 9 First a quick recap, the Nifty 50 yesterday witnessed smart upside recovery from lows after showing a deep cut in the early-mid part of the session and settled the day lower by 19 points at 23,689. The index opened on a positive note and slipped into sharp weakness soon after the opening. Weak global cues and stronger-than-expected US jobs data which dampened hopes of an early rate cut by the Federal Reserve, further pressured domestic equities. -Today, Nifty 50's options contracts will have their weekly expiry. The expiry session will also mark the beginning of the December quarter earnings season for the Nifty 50 companies, with TCS kickstarting the results season. -Indian stock markets have been downgraded to "neutral" by HSBC compared to its earlier stance of "overweight." While India provides a strong medium-term structural story, the slowdown in growth, amidst high valuations limits the upside and hence the downgrade. HSBC has also cut its 2025-end Sensex target to 85,990 from 90,520 earlier. The revised price target implies a potential upside of 10% from current levels. -The Gift Nifty was trading flat this morning, indicating a muted start for the Indian market. Analysts expect Indian markets to remain range-bound with stock and sector specific action on the back of upcoming Q3 results. -Stocks to track: TCS, Manappuram Finance, Lupin, MOIL, Man Industries, Tata Motors -Asian shares fell this morning after a range-bound session on Wall Street, as caution grew ahead of Thursday’s closure of US equity markets and an important jobs report later in the week. Stocks dropped in Japan, Australia and China, while US contracts also slipped. -A gloomy outlook for China’s economy is compounding the pressure on regional markets after data showed the nation’s consumer inflation weakened further toward zero in December. Investors are also awaiting Friday’s US employment report which may shed more light on the Federal Reserve’s policy outlook. -US stock markets will close Jan. 9, in observance of a national day of mourning for former President Jimmy Carter. -In commodities, oil prices fell this morning, extending losses from the previous day, pressured by large builds in U.S. fuel inventories last week, though concerns over tighter supplies from OPEC members and Russia capped the decline. Brent crude futures fell to $75.88 a barrel. -In other news back home, at least six people died, and 25 were rushed to the hospital following a stampede near Andhra Pradesh's Tirupati temple late on Wednesday evening. The chaos erupted at three places as hundreds of devotees rushed to secure tokens for the 10-day Vaikunta Dwara Darshanam starting January 10. Overwhelmed by the crowd, the ticketing centre became the site of the incident. Tune in to the Marketbuzz Podcast for more cues

Marketbuzz Podcast: Indian markets may open in the red according to the GIFT Nifty. Watch out for stocks like Ola Electric, Bajaj Auto, Berger Paints and others.

Marketbuzz Podcast: Indian markets may open in the green according to the GIFT Nifty. Watch out for stocks like Zomato, ONGC, IGL, NMDC.

Marketbuzz Podcast: Indian markets may open in the red according to the GIFT Nifty. Watch out for stocks like Tata Motors, Avenue Supermarts, V2 Retail and others.

Marketbuzz Podcast: Indian markets may open in the red according to the GIFT Nifty. Watch out for stocks like Mazagon Dock, ITC, Easy Trip Planners.

Marketbuzz Podcast: Indian markets may open in the red according to the GIFT Nifty. Watch out for stocks like HDFC Bank, Siemens India, Ola Electric and more.

Marketbuzz Podcast: Indian markets may open in the green according to the GIFT Nifty. Watch out for stocks like NTPC Green Energy, Ola Electric, Gland Pharma and others.

Marketbuzz Podcast: Indian markets may open flat according to the GIFT Nifty. Watch out for stocks like Defence stocks, Tata Motors, Greaves Cotton and more.

Marketbuzz Podcast: Indian markets may open gap-up according to the GIFT Nifty. Watch out for stocks like Bajaj Auto, Steel Stocks, Vedanta and Zomato

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of December 20 -The key question today is can bulls turn the tide now that the Nifty is facing its worst week in three months. On Thursday, the Nifty violated almost every near-term support from 24,100, 24,000, and at one point, even 23,900, although it managed to reclaim the latter towards the close of the session. -Going ahead, market participants are keeping an eye on the Bank of England policy meeting and Q3 US GDP numbers due later on Thursday. -This morning, the GIFT Nifty was trading with a discount of nearly 90 points from Nifty Futures' Thursday close, indicating a gap-down start for Indian market. -Om Mehra of SAMCO Securities says that after the steep correction, there might be mean reversion, and the Nifty may see a relief rally in the coming session and that the next support level remains at 23,600. Shrikant Chouhan of Kotak Securities believes the short-term market sentiment remains on the weak side; however, due to temporary oversold conditions, a quick pullback rally from the current levels could be seen. -Stocks to watch: IT stocks, Hyundai Motor India, IndiGo, AU Small Finance Bank, KPI Green, GE Vernova, BASF -Asian stocks declined as investors awaited the release of the Federal Reserve’s preferred inflation gauge for fresh clues about its policy outlook. A key index of regional shares shed 0.2%, with losses in Australia and South Korea. Japan was an outlier after the yen weakened earlier. Hong Kong and mainland Chinese equities fluctuated in opening trade. US futures fell after both the S&P 500 and the Nasdaq 100 dropped. -The focus is now on US personal consumption expenditures for November due later Friday, the last major piece of data for the year, after the Fed’s latest hawkish policy pivot. Data released Thursday, including faster-than-expected expansion for gross domestic product and stronger consumer spending, weakened the case for imminent rate cuts. -Elsewhere, the Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown. Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are the top developments from around the world ahead of the trading session of December 19 -The Fed has lowered rates 25 basis points as expected, but also issued a forecast that it will now cut rates only twice in 2025 compared to four given in its previous forecast. -Fed Chair Jerome Powell said the central bank would be more cautious as it considers further adjustments to the policy rate, noting the Fed is committed to reaching its 2% inflation target. -US markets sank overnight after the US Federal Reserve signalled fewer than expected rate cuts for 2025. The Dow Jones fell 1,100 points or 2.6% to mark its worst day since August and extend its slide for the 10th day running. This is the longest losing streak for the index since 1974. This was also only the second instance in 2024 that the 30-stock index fell 1,000 points or more in a session. -While the S&P 500 shed 3% to fall below 6,000, the Nasdaq shed 3.6% to close well below the 20,000 mark. This was the worst Fed policy day for the S&P 500 since 2001. On one hand, the Fed did cut interest rates by 25 basis points on expected lines, but said that it will now cut rates only twice in 2025 compared to four given in its previous forecast. -Following the forecast, Asian stocks slid this morning, echoing a slump in US equities. Equity benchmarks in Japan, Australia and South Korea declined, helping drag a gauge of regional equities more than 1% lower. US stock futures edged higher after the S&P 500 suffered its biggest loss since 2001 for a Fed decision day. -The Gift Nifty fell 300 points after the Wall Street sell-off, indicating more pain for Sensex and Nifty. The current trend indicates that Nifty is set to open below the level of 24,000. -Even as the market struggled through the day yesterday, the session belonged to the three new listings on Dalal Street - Vishal Mega Mart, MobiKwik and Sai Life Sciences, all of which had a stellar debut on the bourses. The shares ended with gains between 40% to 90% from their issue price and now have a combined market capitalisation of ₹70,000 crore. -Stocks to watch: Asian Paints, DOMS Industries, Yatharth Hospitals, Zaggle Prepaid Ocean Services, Borosil Renewables, IOL Chemicals, NITCO, Indowind Energy, JSW Infra Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are the top developments from around the world ahead of the trading session on December 18 -The Nifty also closed below the 50-Day Moving Average (DMA), which is around the mark of 24,400 after a fall of over 300 points. 49 out of the 50 Nifty stocks ended with losses on Tuesday with Cipla being the only outlier that barely managed to stay afloat above the flat line. 41% of the 330-point fall that the Nifty saw on Tuesday came from its top five laggards - HDFC Bank, Bharti Airtel, TCS, ICICI Bank, and L&T. Even Reliance Industries played its part in taking the Nifty lower. -It remains to be seen whether any relief is forthcoming from the institutional end on Wednesday as a lot of the IPO funds locked up would be refunded by Tuesday evening. While no such relief was seen on Tuesday when the process began, the bulls would rest their hopes on Wednesday. -Wednesday's session will see three listings, that of MobiKwik, Vishal Mega Mart and Sai Life Sciences. While MobiKwik and Vishal Mega Mart saw healthy subscription figures, Sai Life saw a subdued response but may still list at a premium to its IPO price. -Stocks to track: Aurobindo Pharma, JSW Energy, Ambuja Cements, Exide Industries, insurance stocks, Aditya Birla, Edelweiss Financial -Global markets are on the edge ahead of key central bank decisions, including the US Federal Reserve, the impact of which will be seen during Thursday's trading session. The Bank of Japan will also be announcing its monetary policy decision on Thursday. Asian shares turned higher this morning, shrugging off Wall Street’s modest declines as traders braced for the Federal Reserve’s final policy decision of the year. Tune in to the Marketbuzz Podcast for more cues