MarketBuzz

Welcome to CNBC-TV18’s Marketbuzz Podcast, here are all the important cues ahead of the trading session of June 3 -In what is likely to be one of the most interesting sessions of the year or even more, the Gifty Nifty suggests not just a record high for Nifty but a start with gains of more than a whopping 500 points. -Before the final D-Day tomorrow that is the result day of Lok sabha elections 2024, exit polls on Saturday forecast a historic third term for Prime Minister Narendra Modi. The exit poll results were also on similar lines of market anticipation. -Most exit polls released predict a historic third term for Prime Minister Narendra Modi. The Bharatiya Janata Party-led National Democratic Alliance (NDA) is projected to secure more than 350 seats, comfortably crossing the halfway mark in the Lok Sabha. Although it may fall short of the ambitious '400 paar' target -An exit poll conducted by News18 Poll Hub is expecting the National Democratic Alliance (NDA) to win between 355 - 370 seats for the Lok Sabha elections. The Bharatiya Janta Party (BJP) is expected to win between 305 - 315 seats, which is nearly at par or slightly higher than the 303 seats the party won in 2019. -The Nifty had a forgettable last week as investors chose to book profit from record levels and wait for the exit polls outcome by sitting on the sidelines. The index ended 2% lower in the week gone by. Investors lost over ₹8 lakh crore courtesy of the weakness seen last week. However, they might look to recover most of that sooner or later, after the exit poll outcome. -Expert commentary is key to watch today, Prashant Khemka of White Oak Capital believes that the Nifty will be hitting levels of 50,000 in the next five years, which is more than double of where it currently is. Raamdeo Agrawal, Chairman and Co-founder of Motilal Oswal Group, believes this could mark the beginning of a 'higher for longer' market rally, especially if the BJP achieves its '400-paar' target. -Among the sectors that brokerages have bet on that are likely to be the key beneficiaries on the continuation of the current government would be PSUs, railways, defence, and other manufacturing and capex oriented sectors. Raamdeo Agrawal of Motilal Oswal though, expects the banks to emerge as the outperformers. CLSA also prefers larger banks due to the valuation comfort. -Stocks to watch: Hero MotoCorp, Tata Motors, Maruti Suzuki India, TVS Motor, Mahindra & Mahindra, Ashok Leyland, Eicher Motors, Escorts Kubota, defence PSUs, railway stocks, Adani Ports, Canara Bank, Welspun Corp, Aurobindo Pharma, MOIL, Coal India, Ashoka Buildcon, REC, Inox Wind, Aarti Pharmalabs -On the global front, Asia-Pacific stock markets mostly rose Monday ahead of a private survey on China’s manufacturing sector. Wall Street futures were calm ahead of the first trading day in June, with the Dow Jones Industrial Average futures up 25 points, or less than 0.1%. S&P 500 futures were flat, and Nasdaq 100 futures were down 0.1%. -Oil extended losses this morning after OPEC+ set out a plan to restore some suspended production as early as October, despite concerns over the demand outlook and robust supply from outside of the group. Tune in to Marketbuzz Podcast for more cues 

Marketbuzz Podcast: Indian markets may see a positive start according to the GIFT Nifty. Watch out for stocks like Apollo Hospitals, Muthoot Finance, Bharat Dynamics.

Marketbuzz Podcast: Indian markets may see a gap down start according to the GIFT Nifty. Watch out for stocks like Tata Steel, Cummins India, Bata India.

Marketbuzz Podcast: Indian markets may see a gap down start according to the GIFT Nifty. Watch out for stocks like Aditya Birla Fashion, IRCTC, NBCC and more.

Marketbuzz Podcast: Indian markets may see a subdued start according to the GIFT Nifty. Watch out for stocks like LIC, Adani Energy Solutions, Timken India and more.

Marketbuzz Podcast: Indian markets may see a subdued start according to the GIFT Nifty. Watch out for stocks like Divi's Laboratories, NTPC, LIC and GMR Airports.

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are the important cues ahead of the trading session of May 24 -With nearly a fortnight left for the results of Lok Sabha polls, benchmark stock indices Sensex and Nifty zoomed more than 1.6% to close at lifetime high levels, making investors richer by Rs 4.28 lakh crore. -Regaining the 75,000 level, the BSE Sensex ended at an all-time peak of 75,418.04, up by almost 1200 points. The NSE Nifty inched closer to the 23,000 mark during the day. It ended 370 points higher. -The market may have made new records but the VIX has not cooled off in equal proportion. Although the index ended 0.4% lower on Thursday, it remains above the mark of 21 and analysts suggest that it will continue to remain at elevated levels till the results for the Lok Sabha Elections are declared on June 4. -Stocks in focus: Bikaji, JK Lakshmi Cement, Zaggle Prepaid, ITC, Page Industries -Results: Hindalco, Bosch, Torrent Pharma, United Spirits, Ashok Leyland, Glenmark Pharma, Manappuram, Karnataka Bank, Bharat Dynamics -Overnight in the US, the Dow Jones Industrial Average marked its worst session of the year as it slid 1.53%, with aircraft manufacturer Boeing falling 7.6% — the biggest laggard in the index. -The S&P 500 dropped 0.74%, and the Nasdaq Composite  tumbled 0.39%. Earlier in the session, both the broad-market index and the tech-heavy benchmark had hit record highs. -Asian stocks this morning tracked Wall Street lower following activity data that signaled the Federal Reserve may keep rates on hold for most of this year. -In commodities, oil steadied on Friday after slipping in its previous session as traders weighed signs of a weakening physical market ahead of the start of the US summer driving season. Elsewhere, gold held Thursday’s loss following the US economic data. -GIFTNifty was in green, trading marginally higher from Nifty Futures Thursday close, indicating a muted but most likely a start in the green for the domestic market. Tune in to Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important cues ahead of the trading session of May 23   -Nvidia results are out and no estimates are enough. The AI-giant surged past all of them during its quarterly results. Shares surged past the $1,000 mark for the first time in extended trading. A 10-for-1 stock split, meaning division of one share into 10 has also been announced. NVIDIA will also pay a quarterly dividend of 10 cents, a 150% boost. For the quarter, NVIDIA reported revenue of $26.04 billion and Its Earnings per Share of $6.12 also surpassed the $5.59 estimate. -Overnight in the US, the Dow Jones Industrial Average saw its worst day in May and declined 0.51%, while the S&P 500 lost 0.27% and the Nasdaq Composite dropped 0.18%. Minutes from the policy meeting of the Federal Open Market Committee have indicated apprehension from policymakers about when it would be time to ease. -This morning, Asia-Pacific markets were mixed after minutes of the last U.S. Federal Reserve meeting revealed Fed officials’ concerns over sticky inflation, with members seemingly getting cold feet on possible interest rate cuts. -Oil prices eased for a fourth straight day today on worries that U.S. borrowing costs could be hiked again if inflation surged, a move that could hurt oil demand. Brent crude futures fell 27 cents, or 0.3%, to $81.63 a barrel -In the previous session, the Nifty gained for the fifth day in a row on Wednesday. It is now at the make or break level of 22,600, sustaining above which will open the doors for the index to make newer highs. -Thursday will be the weekly options expiry of the Nifty 50 contracts, which will be the penultimate weekly expiry for the May F&O series. The move seen by the Nifty in the last five sessions has ensured that the index has turned positive for the series, only by just, but has turned positive nonetheless. -The market does remain in a wait and watch mode for the Lok Sabha election results. Even as the Nifty continues to edge higher, there is no significant move on either side on the index. -Stocks to watch: Gland Pharma, Jubilant Foodworks, Grasim, Garden Reach Shipbuilders, Power Grid, Metro Brands, and Minda Corp. -Results: ITC, Barbqeue Nation, Cello World, Finolex Cables, Fortis Healthcare, Honasa Consumer, Schneider Electric, Orchid Pharma, Tega Industries, Steel Strips Wheels, TD Power -GIFT Nifty traded with a discount of more than 10 points from Nifty Futures' Wednesday close, indicating a flat-to-negative start for the Indian market. Tune in to Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important cues ahead of the trading session of May 22 - Traders in India's stock markets saw a rangebound session" for the Nifty. The index found support at the lower end of the trading range at 22,400 and resistance at the upper end of the range at 22,600, eventually eking out modest gains to sustain above the 22,500 mark. -This morning, GIFT Nifty was trading with a premium of more than 15 points from Nifty Futures' Tuesday close, indicating a flat-to-positive start for the Indian market. -For the mid-week trading session on Wednesday, stocks like BHEL, Metropolis, JK Tyre, VA Tech Wabag, Gulf Oil Lubricants will react to their results that were reported after market hours on Tuesday. -Wednesday's session will also see Nifty names like Sun Pharma and Grasim report results along with broader market names like Nykaa, Petronet LNG, Jubilant Foodworks, Metro Brands, Gland Pharma, Ramco Cements, Garden Reach Shipbuilders, among other prominent names. -Globally, Nvidia is the talk of the town at AI events leading into this week’s earnings.T his week, Microsoft, which provides servers to OpenAI, will announce new AI advancements and features that were developed on the company’s massive clusters of Nvidia GPUs. The company is hosting its Build conference in Redmond, Washington. -Overnight in the US, all three indexes closed in positive territory, with the S&P 500 and the Nasdaq Composite closing at new records as investors looked toward AI darling Nvidia’s earnings report. The Nasdaq Composite rose 0.22% to 16,832.62. The S&P 500 added 0.25% to 5,321.41. The Dow Jones Industrial Average closed 0.17% higher at 39,872.99. -Asian stocks struggled for solid footing amid a lack of local drivers after the S&P 500 crept to another record ahead of results from giant chipmaker Nvidia Corp. Shares in Japan fell as the country reported a trade deficit, while those in Australia climbed. Equity benchmarks in Hong Kong and mainland China slipped at the open. MSCI Inc.’s Asia Pacific index is down for a second day after a seven-session win streak. -Stocks to watch: BHEL, Metropolis, JK Tyre, VA Tech Wabag, Gulf Oil Lubricants -Results: Sun Pharma, Grasim report, Nykaa, Petronet LNG, Jubilant Foodworks, Metro Brands, Gland Pharma, Ramco Cements, Garden Reach Shipbuilders Tune in to Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important cues ahead of the trading session of May 21 -It’s a truncated week as the markets were closed on Monday due to voting in Mumbai in the fifth phase of Lok sabha elections 2024. -In the special trading session on Saturday,  the Nifty clawed back above the mark of 22,500, which is one of the two levels the charts were pointing towards once the index sustained above 22,300. All of the losses from the week earlier were recovered as it went up 2% in the extended week gone by, bringing the Nifty back to where it was at the start of the month. -The Nifty Bank has now sustained above the level of 48,000 for two days in a row and chartists have been wanting the index to sustain above that level for a potential move towards 48,500 on the upside. The index has gained in five out of the last six trading sessions and managed to recover half of the 3.1% fall it had in the week prior to last. -The other positive aspect for the domestic market is that foreign institutions turned net buyers in the cash market during Friday's trading session. This happened for the first time in the month of May. -Results today: BHEL, NMDC, PI Industries, IRCON, JK Tyre, GSFC, Metropolis, Laxmi Organic, VA Tech Wabag, Gulf Oil -Stocks to watch out for are SAIL, Ujjivan Small Finance Bank, Anupam Rasayan, India Cements, Whirlpool of India, City Union Bank, Lupin, Biocon, Oil India, Patanjali Foods -Overnight in the US, the Dow Jones Industrial Average lagged the broader market, in contrast to the Nasdaq, as JPMorgan Chase led losses. -All eyes will now be on Nvidia that reports earnings on wednesday. Nvidia shares gained more than 2% overnight on multiple bullish analyst calls that highlighted the company’s preeminent market position. -Asia-Pacific markets started mixed this morning. Investors in Asia will be watching for any spillover effect on companies up and down Nvidia’s value chain, such as Taiwan’s TSMC and Foxconn, as well as South Korea’s Samsung Electronics and SK Hynix. -Oil prices fell in early Asian trade this morning, with investors anticipating higher-for-longer U.S. inflation and interest rates will depress consumer and industrial demand. Brent crude futures declined to $83.34 a barrel. -GIFT Nifty traded with a premium of more than 60 points this morning from Nifty Futures' Friday close, indicating a start in the green for the Indian market Tune in to the Marketbuzz Podcast for more cues

Marketbuzz Podcast: Indian markets may see a slightly positive start according to the GIFT Nifty. Watch out for stocks like Vodafone Idea, Vedanta and Bandhan Bank.

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Dixon Tech, Vodafone Idea and HPL Electric.

Marketbuzz Podcast: Indian markets may open higher on Wednesday according to the GIFT Nifty. Watch out for stocks like Paytm, NHPC, Indus Towers, Bharti Airtel.

Marketbuzz Podcast: The GIFT Nifty is indicating a positive start for the Indian markets. Watch out for stocks like Vedanta, JSPL, DLF and Shriram Finance.

Marketbuzz Podcast: The GIFT Nifty is indicating a slightly negative start for the Indian markets. Watch out for stocks like Tata Motors, Eicher Motors, Piramal Pharma.

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of May 10 -GIFT Nifty was trading at a premium of nearly 100 points from Nifty Futures Thursday close, indicating a gap-up start for the Indian market. -The Nifty has declined to levels last seen on March 20. It had given a brief close below 22,000 on April 18 as well, but staged a rebound soon after. On Thursday, the dip was swift and expiry-related pressures ensured that dip did not find buyers at lower levels. The fact that the index closed just 25 points away from the day's low, does not inspire much confidence either. -Over 50% of Thursday's drop on the Nifty came from just four index constituents - HDFC Bank, L&T, Reliance Industries and ITC. -Overnight in the US, all three major indexes climbed as fresh weekly jobless claims data came in at the highest level since August, raising expectations that central bankers might cut interest rates at some point this year. The 30-stock Dow jumped 0.85% to notch its longest win streak since a nine-day run in December. The S&P 500 added 0.51%, while the Nasdaq Composite gained 0.27%. -Asia-Pacific stocks tracked Wall Street gains today as renewed rate cut hopes by the US Federal Reserve bolstered market sentiment. -Oil prices rose this morning continuing an upward trend on the signs of an improving economy in China and as negotiations to halt hostilities in the stand-off between Israel and Hamas yielded no results. Brent futures rose to $84.24 a barrel. -Results todays: Tata Motors, Eicher Motors, Cipla, Polycab, Bank of Baroda, Bank of India, Kalyan Jewellers -Stocks to track: BPCL, Mahanagar Gas, Relaxo Footwear, Gopal Snacks, Quess Corp, Rain Industries Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of May 9 -GIFTNifty was flat this morning, swinging between a discount and rise of nearly 10 points from Nifty Futures Wednesday close, indicating a flat start for the Indian market. -On Wednesday, the Nifty 50 ended at the exact same level it closed the previous day. While the index did slip below the 22,200 mark at one point, autos and metal stocks contributed to recovery from the lows. -The India VIX showed no signs of cooling off. The index continues to remain above the mark of 17 and gained for the ninth day in a row. Wednesday's no move day means that the Nifty remains 500 points below its recent record high of 22,794. -Today will be the weekly options expiry for the Nifty 50 contracts. -Stocks in focus: L&T, Tata Power, TVS Motor, Godrej Agrovet, Sula Vineyards. -Earnings: State Bank of India, Asian Paints, BPCL, HPCL, MGL, PNB, Quess Corp, Rain Industries, Relaxo Footwear -TCS has released its annual report for FY24 in which TCS Chairman Chandrasekaran highlights the mega trends that are shaping priorities of businesses i.e AI, New energy, Supply chain and Talent. He also thinks the macro environment is relatively better now.   -Asia-Pacific markets were mixed ahead of China’s April trade data, as well as pay statistics from Japan. -Overnight in the US, the Dow Jones Industrial Average extended its winning streak to six days, as investors shook off some weakness in tech. The Dow added 0.44% and notched its longest stretch of positive days in 2024. The S&P 500 inched lower and closed near the flatline, while the Nasdaq Composite pulled back by 0.18%. -Oil prices rose in early trade today as shrinking U.S. crude inventories signalled tighter supply, and amid rising hopes that the Federal Reserve would cut interest rates by the end of the year. Brent crude futures rose to $83.81 a barrel. Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of May 8 -The domestic market has lost ₹10 lakh crore in market capitalisation during a three-day drop. The Nifty has shed 350 points in the last three sessions. IT and FMCG came to the Nifty's rescue on Tuesday when every other sectoral index sold off. -Wednesday will also be the weekly expiry for the Nifty Bank, with some big Nifty names reporting results. L&T and Hero MotoCorp among Nifty 50 companies will report their results today. Firms like Tata Power, TVS Motor, Sterlite Tech, Sula Vineyards, Westlife Foodworld, Godrej Agrovet within the broader market universe will also report their numbers. -Stocks like Dr. Reddy's, IGL, Navin Fluorine, Pidilite, Voltas, JSW Energy and others will react to their earnings. -Asia-Pacific markets were mixed on Wednesday, mirroring moves in Wall Street’s Tuesday session. -Overnight in the U.S., the Dow Jones Industrial Average notched a fifth straight day of gains and rose marginally, while the S&P 500 inched up 0.13%. In contrast, the Nasdaq Composite slipped 0.1%. -Macroeconomic uncertainties and mounting geopolitical tensions have given gold — the classic “safe haven” asset — a boost. -Gold prices topped $2,400 an ounce in April as tensions in the Middle East escalated. Spot gold is currently trading around 12% higher over the year to date. -Oil prices fell this morning after market sources cited by Reuters said that data from the American Petroleum Institute showed an increase in U.S. crude and fuel stockpiles, an indicator of weak demand. -Brent crude oil futures were near $83 a barrel. -GIFTNifty traded at a premium of nearly 20 pts from Nifty Futures Tuesday close indicating a start in the green for the Indian market. -NSE has said that it will conduct a special live trading session on Saturday, May 18 to test preparedness for handling unexpected disasters. Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the the important updates ahead of the trading session of May 7 -Asian markets are rising on the back of a subdued dollar, lower US bond yields and looser financial conditions that the more benign outlook for US interest rates lately has delivered. Tuesday looks like being another positive day for risk assets. -Buying momentum should be strong after another day of solid gains on Wall Street, and the bullishness across local markets is palpable.  -China opened strongly after last week's holiday, volatility in Japan's currency markets has subsided, and Hong Kong stocks are on their best run in six years.  -The main event is the Reserve Bank of Australia's policy decision. Or, more accurately, the guidance offered by Governor Michele Bullock in her press conference after the bank keeps its cash rate on hold again at 4.35%. -Overnight in the US, an announcement from Hamas on Monday that it had accepted an Egyptian-Qatari cease-fire proposal to end the war with Israel also gave stocks a boost, with the Dow Jones Industrial Average notching a fourth consecutive winning session, up half a percent. The S&P 500 advanced a percent while the Nasdaq Composite gained more than a percent  -Oil prices ticked up early today after Israel struck Rafah in Gaza while negotiations for a ceasefire with Hamas continued without resolution. Brent crude futures were up half a percent at $83.79 per barrel. -Eleven Indian states and territories including Prime Minister Narendra Modi's home state of Gujarat began voting this morning in the third phase of Lok Sabha elections. Today’s polling covers 94 seats in 11 states and territories, with Gujarat and Maharashtra in the west and Karnataka in the south. The markets will closely watch the turnout after it fell short in first two phases. -The Nifty is struggling to sustain at intraday highs. This is a trend witnessed through most of the last 10 trading sessions, particularly in four out of the last five. Even after opening with steady gains and building on them during Monday's session, the index began to turn downwards within 15 minutes of trade starting. Eventually, the Nifty ended 150 points off the day's high. -The GIFT Nifty was higher, trading at a premium of more than 40 pts from Nifty Futures Monday close, indicating a start in the green for the Indian market on May 7. -Stocks to track: Godrej Consumer Products, Hindalco, Lupin, HPCL Board, Gujarat Gas, DCM Shriram, Tamilnad Mercantile Bank Tune in to the Marketbuzz Podcast for more cues

Hello and welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all important cues to track ahead of the trading session on May 6 -The US April jobs report has come in softer-than-expected. Job growth eased to 175,000 compared to 269,000 average gain over the prior three months. The unemployment rate rose from 3.8% in March to 3.9% in April. -On Friday in the US, stocks jumped sharply after a softer-than-expected April jobs report. The S&P 500 surged 1.26% to notch its best day since February, while the Nasdaq Composite rallied 1.99%. The Dow Jones Industrial Average gained 1.18%. -Fed policy expectations saw a sharp dovish repricing last week. Interest rate markets now imply about 45% probability of a 25 bps rate cut by July. -Asia-Pacific markets this morning tracked Wall Street gains. Investors, meanwhile, awaited the Reserve Bank of Australia’s rate decision on Tuesday and China’s April trade data on Thursday. -The Gift Nifty suggests the Indian market is likely headed for a gap up start. Gift Nifty was trading at a premium of more than 100 pts from Nifty Futures’ Friday close. -On Friday, foreign institutions were heavy sellers during Friday's trading session in the cash market, while domestic institutions were net buyers. -Nifty 50 recovered 120 points from intraday but closed below the 22,500 mark.Crossing that level will be the key for the index first up, as it has been a key support in recent times. -Earnings season continues with some big Nifty names reporting results after market hours on Friday and over the weekend. Prominent among them is Kotak Mahindra Bank. Other stocks that reported results over the weekend include Titan, Britannia, Avenue Supermarts, and Inox Wind. -Earnings today: Godrej Consumer, Marico, Gujarat Gas, CG Power, Happiest Minds, Lupin and others. -Stocks to track: Paytm, Zen Technologies, Tata Technologies, Kansai Nerolac Paints, IDBI Bank, Aurobindo Pharma, Adani Ports Group, Ujjivan Small Finance Bank, Paytm Tune in to the Marketbuzz Podcast for more cues