Why are the markets falling ahead of the Budget? Which stocks and sectors to track in the run up to Feb 1? Manish Sontalia from Motilal Oswal AMC answers all that and more live on Markets Weekly with Moneycontrol.
Indian stock markets are in the red. Sensex falls 500 points, Nifty around 17,800; financials, IT, metals top losers. Santosh Nair & Yatin Mota discuss the bear's grip on the market. MRF, IDBI Bank, Havells & Cummins stocks in focus.
Bears retain a grip on D-Street, but midcaps rebound. Major indices are trading in red as Nifty sinks below the 18,000 mark. Santosh Nair & Yatin Mota discuss the factors causing the markets to sink. Nuvoco Vistas Corp, Godrej Consumer Products, PVR and Bajaj Finance are the stocks in focus
Indian markets took a beating in trade on Wednesday (January 4). Nifty closed around 18,100 while Sensex fell 500 pts. Major indices including metal & realty down in trade. Santosh Nair & Yatin Mota decode the reasons behind the fall.
Indian equity markets continue to build on gains. Sensex is in the green and Nifty is above 18,200. Financials, IT & Pharma indices are on the rise. Santosh Nair & Yatin Mota decode factors behind the rally.
Central bankers are giving a reality check to global markets on inflation and rate hike trajectory and CJ feels that India's outperformance is now likely to be challenged. Santo, meanwhile, sees the skepticism as fodder for continued rise in Indian markets. Watch as the duo debate the direction of the market as we head towards the New Year plus their thoughts on UltraTech Cement, Godrej Consumer Products and EIH.
The US Fed has raised interest rates by another 50 basis points as it continues its fight against inflation but CJ believes the Fed Chief Jerome Powell's comment may have left hope for an end to the rate hiking cycle. Santo, on the other hand, disagrees. Watch as the duo debate whether the fastest US rate hike cycle in history is coming to an end or not. Plus the duo's thoughts on IRCTC, Poonawalla Fincorp and Bharat Forge.
Nifty 50 and Sensex were in good shape as investors prepare for the outcome of the US Federal Reserve's monetary policy outcome later in the evening. Watch as Santo & CJ discuss the expectations from the policy meet and how it will affect the market. Plus their thoughts on Godfrey Phillips, HPCL and Hindalco Industries.
Paytm has announced its much awaited share buyback plan but will it provide relief to the battered stock? Watch as we dissect the buyback plan and its implications for the stock going ahead. Plus thoughts on PSP Projects and Colgate India.
India's retail inflation has fallen to an 11-month low and CJ believes that this could be a sign for the Reserve Bank of India to finally pause its aggressive interest rate hiking cycle. Santo, though, remains sceptical of any such move. Watch as the duo lock horns over what the RBI may do next after yesterday's inflation print. Plus learn the duo's thoughts on Dalmia Bharat, Asian Paints and Balrampur Chini.
IT stocks are headed for their worst performance since 2008, when the global economy was gripped by financial crisis. CJ, however, believes that Wipro may be able to stay resilient to any upcoming selling in the sector. Santo, meanwhile, is seeing signs of caution in Borosil Renewables. Watch as the duo dissect today's market action and give their thoughts on the day's buzzing stocks.
Dalal Street will welcome its latest debutant today in Uniparts India and CJ believes that the stock could see a strong listing demand from investors. Watch as Santo & CJ assess the precision components company's chances going ahead plus their thoughts on Sundram Fasteners, PNB and Kalpataru Transmission.
Nifty and Sensex look set to end the week with losses after two straight week of gains. Are bears steadily making a comeback after being driven away in November? Watch as CJ explains what is driving the losses in the market and what's the outlook for next week. Plus his thoughts on YES Bank, IndusInd Bank and Syrma SGS.
After a 75% crash in its stock price, Paytm's board now wants to consider returning a part of its over $1 billion of cash to its investors. Watch as CJ discusses if Paytm's possible share buyback could lift the stock or will it further dent investor confidence. Plus CJ shares two technical picks as well as his thoughts on HCL Tech's revised guidance.
2022 has been a stellar year for Indian markets but as we sit at the peak, market is becoming increasingly directionless. Watch as CJ converses with Anand Shah of ICICI Prudential AMC to understand the current market structure, strategy to use in 2023 and what is up with PSU banks. Also, know why CJ is batting for Bank of India and Hindustan Copper.
Will Gujarat election results revive the rally on Dalal Street? Meanwhile, Dharmaj Crop Guard is set to make its debut on the stock exchanges but will it be a blockbuster or a whimper? Watch as CJ analyses the prospects of the company and what kind of listing the stock may see later today. Plus CJ's thoughts on IIFL Finance, ONGC and Maruti Suzuki India.
RBI's Monetary Policy Committee has delivered yet another rate hike but this time - a smaller quantum. Does it suggest that the end is near for rate hikes or are there more to go? Watch as CJ discusses the monetary policy outcome with UBS economist Tanvee Gupta Jain. Also, know CJ's thoughts on L&T and VIP Industries stocks.
The RBI's monetary policy committee is all set to announce its decision later today. Watch as CJ dissects what the rate-setting panel may do and what it is likely to indicate for the future. Plus CJ's thoughts on Delhivery, Aavas Financiers and Dabur India.
A Moneycontrol investigation found that many retail investors are readily handing over their money and Demat account details to individuals, who are not registered with SEBI but claim to manage investors' money . On the show today, CJ asks JN Gupta, MD of SES and Former ED Of SEBI about the issue, safeguards for retail investors and what can regulator do in such cases. Also, learn CJ's thoughts on Bank of India and Ethos Limited stocks.
Gujarat elections exit polls are out and we are days away from the actual counting, but what could this election mean for investors? Watch as CJ dissects the impact of exit polls and provides a word of caution for the equity bulls. Plus know his thoughts on HDFC Bank, Bharti Airtel and Trent.
India has been one of the best performing large markets this year. Confidence in the economy and the market is high but so are valuations. Watch as CJ discusses the fate of the Indian market with Pramod Gubbi, Founder at Marcellus Investment. Also, know CJ's thoughts on Voltas, ICICI Bank and Godrej Properties.
Corporations are looking to cut back on their spending on cloud services amid fears of general recession in the global economy. Watch as we discuss how shrinking cloud budgets may impact IT companies' earnings plus CJ's top brokerage bets and thoughts on Persistent Systems, Angel One and M&M Financial.
Auto sector has been among the best performers of 2022 so far but November sales data so far has got CJ worried that the best of the rally may be over. Santo dismisses those concerns pointing to improving economic prospects and stable pricing. Watch as the duo discuss the outlook for the auto stocks plus their thoughts on MCX, ONGC and Oberoi Realty.
Bandhan Bank and RBL Bank have been laggards in an otherwise well-performing sector. Santo believes that the time has come for investors to take a re-look at both the lenders but CJ remains skeptical. Watch as the duo debate the outlook for Bandhan Bank and RBL Bank and their thoughts on Hindalco and Bajaj Auto.
Nifty looks set to hit 19,000 this week but CJ believes the index can reach the 20K summit by the end of the year. Santo is skeptical even though he sees a case for optimism. Watch as the duo discuss the prospects of the market plus share their thoughts on Likhitha Infra, CCL Products and Eicher Motors