So, next 80 days we should focus only on the micros and look at companies on a bottom-up basis and then see if there are any good investment ideas or maybe do some rebalancing or reshuffling based on what comes out from the management and what the actual numbers are out for the Q4 FY25.
See where Illinois hospitals rank when it comes to how much they invest in their communities versus how much they save through tax exemptions, according to the Lown Institute.
Li Chenggang, 58, who previously served as Assistant Commerce Minister during the first Donald Trump administration, has taken over from Wang, 59, as China's international trade negotiator, according to a statement from the Ministry of Human Resources and Social Security.
The shift, driven by reduced domestic gas availability and changing supply dynamics, is likely to impact profitability for these companies, as they will now depend more on higher-cost gas for their PNG (domestic) and CNG (transport) segments. Each firm has filed separate disclosures with the stock exchange outlining the extent of the impact.
Amidst global market volatility, BlackRock's Ben Powell highlights India's fixed-income market as promising due to easing inflation and the RBI's accommodative stance. He suggests Indian government bonds offer attractive yields compared to global counterparts. Powell also emphasizes gold's importance as a portfolio diversifier amidst geopolitical tensions and trade policy uncertainty.
New Zealand's Finance Minister Nicola Willis announced a significant cut to the central bank's operating budget, reducing it by roughly 25% to NZ$150 million annually for the next five years. This decision comes as the government aims to improve cost efficiency and return to a surplus, despite the Reserve Bank's increased responsibilities and staff growth in recent years.
Market expert Sunil Subramaniam advises a staggered investment approach over six months due to prevailing uncertainty, highlighting potential volatility and positive moves post-BTA signing. He emphasizes diversifying across sectors, anticipating benefits from positive domestic factors like tax giveaways, supportive RBI policies, and favorable monsoon forecasts. Subramaniam suggests focusing on consumer discretionary over FMCG for volume growth.
In the Nifty200 pack, nine stocks' close prices crossed above their 200 DMA (Daily Moving Averages) on April 15, according to stockedge.com's technical scan data. The 200-day DMA is used as a key indicator by traders for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily time frame, it is generally considered to be an overall uptrend. Take a look:
Despite sustained selling in Indian equities since October, foreign portfolio investors (FPIs) have continued to selectively accumulate stocks with strong fundamentals. In the JanuaryMarch quarter, nearly 30 stockslargely among the mid-cap and large-cap segmentswitnessed an increase in FPI holdings for the fourth straight quarter.This marks a clear shift in FPI behavior, from broad-based buying to selective stock picking, even as total net outflows from FPIs stood at Rs 1.25 lakh crore for FY25. The data, compiled by ET Bureau, underlines the conviction of foreign investors in the specific plays despite a bearish broader market stance:
