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05/09/2025

26/01/2025

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26/01/2025

January 27 (Monday)
Earnings: Coal India, Tata Steel, IOC, Bajaj Housing Finance, Federal Bank, ACC, Petronet LNG
China Manufacturing PMI: China's official NBS Manufacturing PMI, in a surprise, fell to 50.1 in December 2024 from November's 7-month high and market estimates of 50.3. This turned out to be the third straight month of expansion in factory activity, following a series of support measures from Beijing since late September. Output grew the least in four months (52.1 vs 52.4 in November) while new orders rose the most since April. The January data are in the pipeline.

On the PMI scale, the score of 50 separates expansion from contraction.
January 28 (Tuesday)
Earnings: Bajaj Auto, Hindustan Zinc, Hyundai Motor, Cipla, TVS Motor, BHEL
January 29 (Wednesday)
Earnings: Bajaj Finance, Maruti Suzuki, Tata Motors, Ambuja Cements, SRF, Indian Bank
The IPO Street: Eye care services provider Dr Agarwal's Health Care, the parent company of the listed entity Dr Agarwals Eye Hospital, will open its Rs 3,027-crore initial public offering for subscription on January 29. The price band for the offer set at Rs 382-402 per share. The anchor book of the IPO will be opened a day before the issue opening, i.e. January 28.
The Dr Agarwal's Health Care IPO, which is valued at Rs 12,698.4 crore, is a combination of fresh issuance of equity shares worth Rs 300 crore, and an offer-for-sale of 6.78 crore shares worth Rs 2,727.3 crore by the existing shareholders.
EIA Crude Oil Stocks Change: US crude stocks dropped while gasoline and distillate inventories went up in the week ending January 10, the Energy Information Administration (EIA) said. Crude inventories came down by 1.9 million barrels, more than market expectations for a 1.6 million-barrel draw. The slide is the 8th consecutive drop in crude oil stocks. The figure for the period through January 24 is slated for Wednesday.
January 30 (Thursday)
Earnings: L&T, Bajaj Finserv, APSEZ, BEL, Shree Cements, Dabur India, Jindal Steel and Power, Biocon
Fed Interest Rate Decision: Will it be a hold or a hike? The US Fed is all set to take a policy call on Thursday. According to the minutes from the December 2024 FOMC meeting, almost all Fed officials took note of the higher upside risks to the inflation outlook on the back of recent stronger-than-expected readings on inflation and the likely effects of potential changes in trade and immigration policy. Participants projected that inflation would continue its march towards 2 percent, but acknowledged that the process could take longer than previously expected.
US Initial Jobless Claims: Initial jobless claims in the US went up by 6,000 from the previous week to 223,000 during the period through January 18, slightly ahead of market expectations of 220,000, which marks the sharpest rise in six weeks. The outstanding claim count firmed up by 46,000 to 1,899,000 in the earlier period, pointing to a greater impact of restrictive interest rates by the Fed on the US labour market. The job numbers for the week to January 25 will be available on Thursday.
January 31 (Friday)
Earnings: Sun Pharma, Nestle India, ONGC, Cholamandalam Investment and Finance Company, Marico, IndusInd Bank, LIC Housing Finance, Bandhan Bank
The Economic Survey: The Economic Survey, a key government document, plays a key role in shaping the upcoming Union Budget by offering valuable insights into India's economic health in the year gone by and outlining key themes of the government's financial planning. The Ministry of Finance releases the much-anticipated Economic Survey just a day before the Budget day.
This time, it will be presented on Friday.
Fiscal Deficit: India's fiscal deficit, the difference between the government's total revenue and its total expenditure in a financial year, narrowed to Rs 8.5 trillion in April-November 2024-25, from Rs 9 trillion a year ago. The December reading is expected on Friday.

Infrastructure Output YoY: India's infrastructure output grew 4.3 percent year-on-year (YoY) in November 2024, up from a revised 3.7 percent in the previous month, marking the strongest growth rate in four months. The December print is due on Friday.
February 1 (Saturday)
The Union Budget: This week, all eyes are fixed on the Union Budget. Finance Minister Nirmala Sitharaman is set to table the Budget 2025-26 in Parliament on February 1. Salaried taxpayers eagerly await rebates and tax reductions under both tax regimes from the annual budget. Track here to follow all the action.

27/05/2024

Domestic brokerage Sharekhan has recommended buying eight stocks across different sectors from cement, and paint to Fast Moving Consumer Goods (FMCG). The revision comes at a time when all listed companies are coming up with their Q4 results. Here are 10 stocks Sharekhan is upbeat on: & #...

27/05/2024

Above normal rains will help the country, which depends heavily on the summer rains for its farm output, boost agriculture and overall economic growth.

12/05/2024

Monday (May 13)
Earnings: DLF, Inox India, Jindal Steel, UPL, Zomato
IPO: Indian Emulsifier, Veritaas Advertising Limited, Mandeep Auto Industries IPO Opens
India Inflation Rate: Annual retail inflation in India fell to 4.85% in March from 5.09% in February and compared to forecasts of 4.91%. The data for April will be announced.
Tuesday (May 14)
Earnings: Apollo Tyre, Bharti Airtel, Colgate Palmolive, Ideaforge, Oberoi Realty, Patanjali, Zydus Wellness
India Wholesale Price Index Inflation: India's wholesale prices advanced by 0.53% year-on-year in March accelerating from February's 0.20% and compared to market estimates of 0.51%. The numbers for April will be declared.
India WPI Manufacturing YoY: India's wholesale manufacturing prices shrank 0.85% year-on-year in March following a 1.27% fall in February. April numbers will be declared on this day.
Wednesday (May 15)
Earnings: CMS Info, Jyothi Lab, Kisan, RVNL
US Inflation Rate: Annual inflation rate in the US accelerated for a second straight month to 3.5% in March compared to 3.2% in February and forecasts of 3.4%. The numbers for April is awaited.
Euro Area Industrial Production: Industrial production in the Euro Area declined by 6.4% year-on-year in February extending the 6.6% contraction observed in January. The numbers for March will be declared.
India Money Supply M3: India's M3 money slipped to 10.9% from a year earlier to Rs 253.7 trillion in the fortnight ended April 19th following an 11.4% growth seen in the previous two-week period. The numbers for the fortnight ending May 3 will be announced.
Thursday (May 16)
Earnings: Biocon, M&M
US Initial Jobless Claims: The number of people claiming unemployment benefits in the US rose sharply by 22,000 to 231,000 on the period ending May 4th from previous week's 209,000. The data for week ending May 11 is awaited.
US Industrial Production: Industrial Production in the United States flattened year-on-year in March following a downwardly revised 0.3% fall in February. The data for April will be declared.
US Manufacturing Production: The United States' manufacturing production increased 0.8% year-on-year in March 2024 following a 0.5% drop in February. The numbers for the month April will be declared.
Friday (May 17)
Earnings: Godrej, JSW Steel, Medanta
China Industrial Production: China's industrial production grew by 4.5% year-on-year in March below the 7% growth in January-February combined and below market forecasts of 5.4%. The data for April will be announced.
Euro Area Inflation Rate: The annual inflation rate in the Euro Area remained at 2.4 percent in April in line with market expectations, preliminary estimates showed. The final data will be declared on this date.

18/04/2024

For 18 .04 .2024

Based on the OI percentage, a total of 44 stocks were on the short-covering list which included Exide Industries, Coromandel International, Mahanagar Gas, Birlasoft, and Dr Lal PathLabs.

15/04/2024

For 15.04.2024

A short build-up was seen in 96 stocks, including Page Industries, Sun Pharmaceutical Industries, GNFC (Gujarat Narmada Valley Fertilizers & Chemicals), Bandhan Bank, and Maruti Suzuki India.

13/04/2024

Monday (April 15)

India WPI Inflation: India's wholesale prices climbed by 0.20% year-on-year in February 2024, easing from a 0.27% rise in the previous month. The data for the month of March is awaited.
India WPI Manufacturing YoY: India's wholesale manufacturing prices declined 1.27% year-on-year in February 2024, slipping further from a 1.13% decrease in the previous month. The numbers for the month of March will be declared on this day.
Euro Area Industrial Production: Industrial production in the Euro Area plunged by 6.7% year-on-year in January 2024, marking a stark reversal from the downwardly revised 0.2% growth recorded in December, 2023. The numbers for February is awaited.

India Balance of Trade: India's merchandise trade deficit widened to $18.7 billion in February 2024 from a $16.6 billion gap a year earlier. Exports soared 11.9% year-on-year to $41.4 billion boosted by sales of drugs and pharmaceuticals, engineering and electrical goods.

US Retail Sales: Retail sales in the US were up 0.6% month-over-month in February 2024, following an upwardly revised 1.1% fall in January and below market forecasts of a 0.8% gain. The numbers for the month of March will be announced.

Tuesday (April 16)
Earnings: Crisil
China GDP Growth Rate: The Chinese economy expanded 5.2% yoy in Q4 of 2023, faster than a 4.9% growth in Q3. The data for Q1FY25 is awaited.
China Industrial Production: China's industrial production expanded by 7.0% year-on-year in January-February 2024 combined, faster than a 6.8% growth in December 2023 and beating market forecasts of 5%. The figures for the month of march is expected.
US Manufacturing Production: US manufacturing production decreased 0.65 percent in February of 2024 over the same month in the previous year, following a 1.1 percent drop in January. The data for March is awaited.
Wednesday (April 17)
Earnings: Hathway, ICICI Lombard Insurance, Tata Communication
UK Inflation Rate: The United Kingdom's inflation rate dropped to 3.4% year-on-year in February 2024, down from 4% recorded in both January '24 and December '23 and falling below the market expectation of 3.5%. The inflation rate for March is to announced.

Euro Area Inflation Rate: The consumer price inflation rate in the Euro Area declined to 2.4% year-on-year in March 2024, falling short of market expectations of 2.6%, a preliminary estimate showed. The final reading for the month of March will be declared.
Thursday (April 18)

Earnings: Bajaj Auto, HDFC Life Insurance
US Initial Jobless Claims: The number of people claiming unemployment benefits in the US fell by 11,000 to 211,000 in the week ending April 6th, and below market expectations of 215,000. The data for the week ending April 13 is awaited.
Friday (April 19)
Earnings: Jio Financial Services, Wipro
India Elections: The first phase of the General Elections in India begins.

India Bank Loan Growth: The value of loans in India increased 20.2% year-on-year in the fortnight to March 22. The data for the fortnight ending on April 5 is awaited.
India Foreign Exchange Reserves: Foreign Exchange Reserves in India increased to $645.580 billion in March 29 from $642.630 billion in the previous week. Numbers for the week ending April 5 is to be declared.

India MPC Meeting Minutes: The Reserve Bank of India held its benchmark policy repo at 6.5% for the seventh consecutive meeting in April 2024, as widely expected amid persistent price pressures.