MarketBuzz

Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 29 -After days of consolidating and resisting, the Nifty conquered its previous record high of 25,078 on August 28, a day ahead of its August F&O expiry and made a new high of 25,129. As has been the case with previous highs, there was some bit of profit booking at higher levels and that resulted in the Nifty seeing a 90-point drop from the highs of the day, ending even below its previous record high of 25,078. -This surge came despite the underperformance from banking stocks as the day belonged to IT stocks. Barring Tata Elxsi, which sold-off after a stellar two-day move, most largecap or midcap IT names saw healthy gains in Wednesday's trading session. -But the big question for Thursday's trading session is that will Reliance Industries, the index heavyweight, put its hand up and lead the Nifty to an 11th straight day of gains on its monthly expiry session? -Stocks to watch: Reliance Industries, InterGlobe Aviation, Vedanta, Sonata Software, PB Fintech, Lemon Tree Hotels, KEC International -The GIFT Nifty was lower this morning, trading at a discount of more than 40 pts from Nifty Futures Wednesday close, indicating a start in the red for the Indian market -Stocks in Asia slipped as Nvidia Corp earnings lacked the wow factor to impress investors, while Chinese results helped extend a selloff in the country’s tech companies. A gauge of Chinese tech stocks fell more than 2% in Hong Kong. Nvidia slumped more than 8% in post-market trading following a sales forecast that disappointed some on Wall Street. -Later Thursday, investors will shift focus to key US data including a growth reading, personal consumption and weekly jobless claims to help firm bets the Federal Reserve will quickly ease policy this year. Fed Bank of Atlanta President Raphael Bostic said it “may be time to cut” but he’s still looking for additional data to support lowering interest rates next month. -In commodities, oil steadied after a two-day drop, with stock market losses offsetting a drawdown in US stockpiles and supply disruptions in Libya. Gold traded just below its record high, on course for a monthly gain. Tune in to Marketbuzz Podcast for more news and cues

Marketbuzz Podcast: Indian markets may see a flat start according to the GIFT Nifty. Watch out for stocks like NBCC, Zomato and Reliance Industries.

Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 27 -Jerome Powell's speech triggered a strong rally on Wall Street and that rubbed off on Dalal Street to a certain extent as well on Monday. The Nifty was back above the mark of 25,000, a level last seen at the start of this month. It turned out to be a day when the benchmark indices outperformed the broader markets. -Even as the Nifty gained nearly 200 points on Monday, there appeared to be some hesitation among the bulls to scale the record high of 25,078 and take the index beyond that. The Nifty made a high of 25,043 on Monday and closed just above the mark of 25,000, falling just 0.3 points short of registering a record closing high. -Almost all interest-rate sensitives put in a strong show on Monday, starting with IT, which rallied post the surge seen on the Nasdaq, while Real Estate and Metal stocks too saw a good day at the office. -For today, the GIFTNifty was lower this morning, trading at a discount of nearly 30 pts from Nifty Futures Monday close, indicating a start in the red for the Indian market. -Stocks to watch: IT stocks, GPT Infraprojects, KPI Green Energy, UltraTech Cement, Paytm, HCLTech, Lemon Tree Hotels -In terms of global cues, Asian shares moved in narrow ranges after tech giants dragged down Wall Street, as focus shifted from the Federal Reserve’s policy outlook to Nvidia Corp.’s earnings later this week. Japanese and South Korean stocks turned slightly higher after earlier losses, with mild gains in Australia.Hong Kong futures pointed to a weak opening, while contracts for US peers were steady after some of the world’s largest tech names pushed US stocks lower. -A gauge of the “Magnificent Seven” megacaps slid 1.2% on Monday. While more than half of the shares in the S&P 500 gained, the US equity benchmark edged lower — a consequence of weakness in the tech giants that dominate it. Tune in to Marketbuzz Podcast for more news and cues

Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are all the latest developments from around the world ahead of the trading session of August 26 -The key crucial remark from the weekend is from US Fed Chair Jerome Powell's Jackson Hole speech. He said that the time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, evolving outlook and the balance of risks. This is exactly what the street wished to hear. -While the reaction in the Indian markets will be seen on Monday, Powell's speech was definitely cheered by Wall Street. The Dow Jones rallied over 450 points, as did the S&P 500. The Nasdaq composite surged over 1.5%. All three benchmark indices ended the week with gains. -Back home, this week will see the expiry of the August F&O series for the Nifty and Nifty Bank. The Nifty has been volatile this series but as of closing on Friday, the index is absolutely flat, just 10 points adrift of the July expiry close of 24,834. For the week gone by, both Nifty and the Nifty Bank ended with gains of a percent each. -The latest round of the Nifty 50 rejig was also announced on Friday. Trent, the Tata Group multibagger, which is up 20 times from its Covid-19 lows, will be the latest entrant to the index, along with state-run Bharat Electronics. Both these names will replace Divi's Laboratories and LTIMindtree, which will be moved back to the Nifty Next 50 or the Nifty Junior index. -In addition to the Nifty Rejig, announcements were also made for the latest addition to the FTSE All World Index. They include names like Bank of Maharashtra, Bharat Dynamics, Central Bank of India, Cochin Shipyard, Endurance Tech, Escorts Kubota, GE T&D India, Hitachi Energy India, HUDCO, IRB Infra, KEI Industries, Lloyds Metals, Motilal Oswal. Changes to be effective from September 23, 2024. -Stocks to watch: Ambuja Cements, Transport Corporation of India, Alembic pharma, Prime Fresh, Karur Vysya Bank, Lemon Tree, FDC, Religare Enterprises, JSW Energy, and Zydus Life. -On the global front, Asian stocks advanced this morning and the yen strengthened to a three-week high as investors took positions in anticipation of the Federal Reserve cutting US interest rates from next month. Shares in Australia and Hong Kong climbed on Monday, benefitting from Chair Jerome Powell’s Jackson Hole speech, when he said the “time has come” to pivot to monetary easing. -GIFTYNifty was higher this morning trading at a premium of nearly 60 pts from Nifty Futures Friday close, indicating a start in the green for the Indian market Tune in to the Marketbuzz Podcast for more news and cues

Marketbuzz Podcast: Indian markets may see a flat start according to the GIFT Nifty. Watch out for stocks like Ambuja Cements, Nykaa and Power Mech Projects.

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Zomato, Paytm, Zen Technologies and Alkem Labs.

Marketbuzz Podcast: Indian markets may see a subdued start according to the GIFT Nifty. Watch out for stocks like Genus Power, Mazagon Dock and Cyient DLM.

Marketbuzz Podcast: Indian markets may see a positive start according to the GIFT Nifty. Watch out for stocks like Zomato, Bajaj Auto, and Hindustan Zinc.

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Maruti, Hindustan Zinc and BEML.

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Hindustan Zinc, Vedanta, SpiceJet and Ola Electric.

Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are all the top developments from around the world ahead of the trading session of August 14 -On Tuesday, the street wanted the weightage of HDFC Bank to be increased in one go, but MSCI decided to increase it in two tranches. The first one now, and the second in November, subject to compliance with the foreign headroom limit. That did not please the market participants. HDFC Bank's shares were already down 11% from the July 3 peak and Tuesday saw another 3% drop. 50% of the Nifty's fall on Tuesday came from India's largest private lender. The Nifty yet again faced pressure above 24,350 and swiftly reversed from those levels, once HDFC Bank continued to decline. -Besides HDFC Bank, SBI, ITC and Bajaj Finance also contributed to the Nifty fall on Tuesday, albeit in a lesser quantum compared to the index heavyweight. -Wednesday will now be the weekly expiry for both Nifty and the Nifty Bank as Thursday will be a market holiday on account of Independence Day and the Parsi New Year. For the weekly expiry session, 24,100 becomes the key level on the downside for the Nifty. The fact that the Nifty has closed near the lowest point of the day will not please the bulls. -Wednesday's trading session will see the final bits of earnings reactions from stocks like Hero MotoCorp, Apollo Hospitals, Manappuram Finance, Muthoot Finance, SJVN, MTAR Technologies among others. -This morning, the GIFT Nifty was trading with a premium of 75 points from Nifty Futures' Tuesday close, indicating a gap-up start for the Indian market. -In terms of global cues, stocks in Asia followed a rally on Wall Street as bets mounted that the upcoming US consumer price report will give the Federal Reserve confidence to start cutting rates in September. -The MSCI Asia Pacific Index climbed for a fourth session, extending its recovery from a historic Aug. 5 selloff. Equity benchmarks were mostly higher, with those in Japan and Taiwan jumping more than 1%. The gains came after the US producer price index rose less than forecast, helping to fuel a 1.7% rally in the S&P 500. -Overnight, the S&P 500 saw its biggest four-day rally this year. The Nasdaq 100 climbed 2.5%. Starbucks Corp. surged 25% after ousting its chief and picking Chipotle Mexican Grill Inc.’s Brian Niccol as its next leader. Tune in to Marketbuzz Podcast for more news and cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of August 13 -On Monday, while the dip got bought into, similar to what the trend has been over the last few sessions, the Nifty could not sustain at higher levels as the recovery got sold into. The market remained fairly resilient to any potential concerns arising from the latest report from US-based short-seller Hindenburg Research. -Tuesday's session will see a lot of stock specific moves, particularly HDFC Bank, that may determine the trajectory of the Nifty during the session. India's largest lender will see an increase in weightage in the MSCI Global Standard Index but in two tranches. Nuvama Alternative is anticipating inflows worth $1.8 billion in the first adjustment that will take place on August 30. -Tuesday's session will see more PSU earnings reactions like Hindustan Copper, RCF, IRFC, HUDCO, along with other names like Vodafone Idea, Camlin Fine Sciences, Ami Organics, Campus Activewear, DOMS Industries, ITI etc. -Three Nifty stocks - Hero MotoCorp, Apollo Hospitals and Hindalco report results on Tuesday, along with broader market names like Emcure Pharma, Dish TV, Dilip Buildcon, IRCTC, Muthoot Finance, Piramal Enterprises, HEG, among others. -Other than that, shares of state-run Rail Vikas Nigam Ltd. will be included in the MSCI India Index, which is part of the MSCI Global Standard Index as part of its latest reshuffle. Six other stocks besides RVNL, namely Vodafone Idea, Dixon Technologies, Oil India, Prestige Estates, Oracle Financial and Zydus Lifesciences have also found a place in the MSCI India Index as part of the latest rejig. Bandhan Bank is the only Indian stock that will be excluded from the index. -Asian stocks rose this morning, fully recovering their losses from last week’s rout, bolstered by an advance in Japanese shares. Japan’s equities rose after a holiday, as a weaker yen supported exporters. MSCI’s Asia-Pacific gauge rose as much as 1% to erase losses from last week’s tumble. The S&P 500 closed little changed ahead of US inflation data later Tuesday and Wednesday. Treasuries held Monday’s gains. -Oil remained near the $80 level it hit on Monday, as the US sees an Iranian attack against Israel as increasingly likely. Israel’s sovereign debt was cut by one notch by Fitch Ratings, which kept a negative outlook on the credit as continued military conflict weighs on the country’s public finances. Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all top developments from around the world ahead of the trading session of August 12 -A new report released over the weekend by Hindenburg Research will be in focus today. The US-based short-seller has alleged that market regulator Securities and Exchange Board of India's (SEBI) reluctance to act against the Adani Group might be linked to its chief Madhabi Puri Buch, having stakes in offshore funds associated with the conglomerate. In response, Buch has labelled the claims as "baseless" and characterised them as an attempt at "character assassination." -This yet again puts the Adani Group companies in the spotlight for Monday's trading session. Shares of most group companies have already recovered all the losses they made after the first Hindenburg report in January 2023. The Adani Group has also responded by saying that their overseas holding structure is fully transparent and that the Group has no commercial relationship with individuals or matters mentioned in the report. -The Nifty 50 heads into a truncated week after what has been an extremely volatile week gone by. With the turn of events over the weekend, the upcoming holiday-shortened week also promises to be nothing less. It was a relatively steady end to the week last Friday with the Nifty closing above the 24,350 mark. Although it could not prevent a second-straight weekly loss, it managed to claw back most of that on Friday with a 250-point surge. -Barring the Adani Group companies, REITs will also be in focus as Hindenburg's new report also claims that SEBI's regulations on REITs benefitted Blackstone, which is the sponsor of three out of the four Indian listed REITS. Blackstone is also where the SEBI Chairperson's husband Dhaval Buch was a senior advisor. The report alleged the SEBI chief promoted REITs as an investment product to benefit Blackstone. -PSU stocks will be in focus as well. Bharat Dynamics joined the list of PSU earnings disappointing the street after RVNL, IRCON and even BHEL. Cochin Shipyard has turned out to be the only outlier so far. -The handover from Wall Street has been largely positive with the benchmark indices ending Friday's session with moderate gains. This morning, shares in Asia opened higher as markets shifted focus to key US data prints this week for further insight into the health of the world’s biggest economy. -However, it is likely that the focus on Monday for the Indian markets will be the Hindenburg report which may cloud an on-the-mend sentiment for equities instead of global cues, which have been the focal point all through last week. Tune in to the Marketbuzz Podcast for more cues

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like IRCON, Eicher Motors and the Ola Electric listing.

Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like Hindalco, GCPL and PSU stocks.

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Suzlon, Tata Power, PI Industries.

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like PSUs, Bharti Airtel, ONGC.

Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like SBI, Titan and Bharat Forge.

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are the top developments ahead of the trading session of August 2 -After three days of teasing the landmark, the Nifty finally scaled the mark of 25,000, thereby starting off August on a positive note. What generally follows an event like this is a sell-off from higher levels. Yesterday, there was some bit of resistance for the Nifty as well around the 25,100 mark owing to which it reversed from its latest record high of 25,078, but the fact that the index managed to hold on to 25,000 at close, will give the bulls a lot of comfort. -Stocks to watch: Tata Motors, Zomato and ITC, Godrej Agrovet, Kalyan Jewellers, Vaibhav Global, Infosys -Earnings: Dalmia Bharat, Delhivery, CAMS, Hindustan Zinc, UPL, PSP Projects, Titan, LIC Housing Finance -Nagaraj Shetti of HDFC Securities says even as the Nifty has crossed 25,000, the crucial hurdle between 25,000 - 25,100 remains intact. He anticipates further consolidation or a minor near-term dip. -In the US overnight, stocks sold off with the Dow Jones Industrial Average tumbling nearly 500 points, as investors’ fears over a recession surfaced. The Dow dropped 1.2%. The S&P 500 shed 1.3% while the Nasdaq Composite slipped more than 2%. -Some fresh data stoked fears over a possible recession and the notion that the Federal Reserve could be too late to start cutting interest rates. Initial jobless claims rose the most since August 2023. -This morning, Asian markets also fell after the Wall Street sell-off, with Japan’s Nikkei 225 leading losses. Japan’s benchmark indexes nosedived as much as 5% on Friday, with most Asia-Pacific markets lower after a sell-off on Wall Street overnight over recession worries. -Intel shares slid as much as 20% in extended trading overnight after the chipmaker said it would lay off over 15% of its employees as part of a $10 billion cost-reduction plan and reported lighter results than analysts had envisioned. -In commodities, oil headed for a fourth weekly drop as demand concerns in the world’s two biggest economies overshadowed heightened geopolitical risk. Brent crude traded near $80 a barrel after dropping by 1.6%. -Ola Electric’s over Rs 6000 cr IPO opens for subscription today. Its anchor book saw participation from marquee investors. -Gift Nifty was trading 0.18% lower than the Nifty futures’ Thursday close, implying a lower start for the Indian market. 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 August 1 -It’s yet another day of waiting for the Nifty to cross 25,000. Nifty and 25,000 are now separated by 49 points. It still seems a long way away considering the index came within 0.2 points of that on Monday, 30 points on Tuesday and 16 points on Wednesday but could not cross that landmark. 24,984 was the high made by the Nifty on Wednesday and that now becomes the first hurdle to cross on Thursday for the Nifty. -Global cues are important today as the US Federal Reserve has kept interest rates unchanged but Chair Jerome Powell said that a rate cut in September is "on the table" provided that data continues to be as encouraging as it currently is. -Wall Street cheered the Fed commentary with the S&P 500 marking its best day since February this year, while the Nasdaq ended with gains of over 2%. -This morning in Asia, equities and US futures were broadly higher on firming signs that the Federal Reserve will soon cut interest rates. Japanese stocks fell to reflect a stronger yen. Equities in Australia and South Korea rose alongside Hong Kong share futures. Contracts for the S&P 500 and the Nasdaq 100 both climbed to compound Wednesday’s advances ignited by a tech rally. -In terms of commodities, oil prices rose in early Asian trading, extending strong gains in the previous session after the killing of a Hamas leader in Iran raised the threat of a wider Middle East conflict and on signs of strong oil demand in the U.S. Global benchmark Brent crude futures rose 0.8%, to $81.51 per barrel this morning. -Back home, Nifty ended the month of July with gains of 3.9%, following up a 6.6% advance in June. August generally has been a positive month for the Nifty as it has delivered positive returns in three out of the last four years. Last year saw the index fall 2.5%, but gained 3.5% in 2022, 8.7% in 2021 and 2.8% in 2020. -The first day of the new month will also be the weekly options expiry of the Nifty 50 contracts. -Stock to track: Infosys, Coal India, Tata Steel, Bank of Baroda, Prestige Estates, Phoenix Mills, Relaxo Footwear -Earnings: Adani Enterprises, Adani Ports, Sun Pharma, ITC, Tata Motors, Dabur, Kalyan Jewellers, Thermax, Tube Investments, HPL Electric and Power, and Godrej Agrovet -The Gift Nifty was trading 0.02% ahead of the Nifty futures’ Wednesday close, implying a flat start for the market today. Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the developments from around the world ahead of the trading session on July 31 -And for the third day in a row, the question remains – will the Nifty 50 hit 25,000 today or not? Because Tuesday's trading session almost felt like a repeat telecast of Monday's episode. The Nifty opens higher, scales higher, makes a high, ignites hopes of scaling 25,000 yet again and then comes a sell-off in the final few minutes of the session, taking the Nifty back to the exact same levels at which it started the session at. -Today is also the last trading day of the month and as volatile a month as this has been, the index has so far gained 3.5% since the start of July. -Stocks to watch: Tata Consumer Products, Ajanta Pharma, Dixon Technologies, Indus Towers, Navin Fluorine, Torrent Power, Macrotech Developers -Earning: Four Nifty 50 constituents - Coal India, Mahindra & Mahindra, Maruti Suzuki and Tata Steel report results along with broader market names like Adani Power, Ambuja Cements, Aster DM Healthcare, Bank of Baroda, BHEL, Deepak Fertilisers, Birlasoft, Godrej Properties, Mankind Pharma, Prestige Estates and Zee Entertainment. -HDFC Securities’ Nagaraj Shetti belives the short-term Nifty trend is choppy but the near-term trend remains intact, and that the overall chart pattern is indicating some more consolidation or a minor dip in the next 1-2 sessions before a bounce from the lows. -In terms of global cues, Asian stocks clung to familiar ranges on Wednesday after contrasting results from tech bellwether Microsoft and chipmaker AMD suggested a divide in the AI landscape while the yen was firm ahead of the Bank of Japan's policy decision. -Central banks dominate investor attention on Wednesday, with the decision from the Federal Reserve also due later in the day with markets expecting the U.S. central bank to stand pat on rates but indicate rate cuts are on the way. The BOJ on the other hand is expected to detail plans to taper its huge bond buying on Wednesday and debate whether to raise interest rates. -In commodities, oil rose for the first time in four sessions after an industry report pointed to a fifth week of drawdowns in US stockpiles. Brent crude for October traded above $78 a barrel after tumbling by 4.1% over the prior three days. Tune in to the 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 July 30 -The Nifty has come within touching distances of landmarks and reversed before scaling those in earlier instances too. But none could have been as close as a 0.2 point difference that separated the Nifty and 25,000 yesterday. The Nifty made another record high, but instead of scaling the 25,000 mark, the index reversed from levels of 24,999.8. -What led to this collapse on Monday? Almost every index heavyweights contributed to the correction from higher levels. ICICI Bank, which was once the top contributor to the Nifty upside, corrected nearly 2.5% from the highs of the day and end with gains of just 0.5%. Most of the other index heavyweights too, from HDFC Bank, Axis Bank to ITC and even TCS and Infosys corrected anywhere between 1% and 2% from their respective highs, dragging the Nifty lower in the process. -The banks will again be in focus on Tuesday because it will be the weekly expiry of the Financial Services index, which in turn will also put the spotlight on the Nifty Bank. -Stocks to track: ACC, HPCL, Colgate-Palmolive, Data Patterns, KEI Industries, Quess Corp, Kalpataru Projects, Pfizer, Indus Towers -Earnings: Tata Consumer Products, Ajanta Pharma, Dixon Technologies, Indus Towers, Macrotech, Sapphire foods, Titagarh Rail, Torrent Power, MOIL, Navin Fluorine -In terms of global cues, Asian stocks opened lower amid speculation investors are trimming some of their holdings before a rush of events in coming days. This includes major central bank decisions, key economic data and earnings from US megacap companies. -Equities slipped in Japan and Australia in early trading, while futures signaled a decline in Hong Kong. US stock futures edged lower in Asia hours following a rotation in the American shares that drove the Nasdaq 100 to the brink of a correction. The S&P 500 closed little changed and small caps slipped. -In terms of commodities, oil was steady near a seven-week low on a shaky demand outlook, especially in the biggest importer China. Brent crude traded below $80 a barrel after losing more than 3% over the previous two sessions, while West Texas Intermediate was around $76. Meanwhile, spot gold fell 0.1% to $2,381.52 an ounce. -In other global news, Kamala Harris is set to announce her pick for the vice president post in the coming days. Venezuela is seeing huge protests on President Maduro’s claim of election victory. McDonald’s has been hit by the first global sales drop since 2020. On the tech side, Apple has released its first preview of iPhone AI. -Back home, RBI in its report has said it sees rapid digitisation of the economy, thought with risks ahead. Also, a media report suggests the government may target a fiscal deficit range of 3.7-4.3% post FY26. -PM Narendra Modi will address the post-Budget session at CII today. -The Ministry of Home Affairs (MHA) has established a committee to investigate a recent incident at a coaching centre in which three UPSC aspirants died due to flooding in the basement in old Rajinder Nagar, New Delhi. Seven people have so far been arrested in connection with the incident. -In an update from the Paris Olympics, Manika Batra has become the 1st Indian table tennis player to reach Round of 16 in the Games. -Lastly, Gift Nifty was trading flat this morning which means the Indian markets are likely to open little changed this morning. Tune in to the Marketbuzz Podcast for more news and cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of July 29 -The big question today is whether or not the Nifty will surpass 25,000 after almost every index heavyweight, be it Reliance Industries, Infosys, TCS, ITC put their hand up on Friday to take the Nifty to a new record high of 24,861. -While IT and Reliance have been contributors through and through, what further aided Friday's move was a recovery in banks. The Nifty Bank index recovered nearly 900 points from the lows of the day and barring HDFC Bank, most of the index constituents contributed to the rally on the upside. Infosys, trading at the highest level in two years, is also nearing a record high. -The banking sector will again be in focus today as a slew of earnings reactions will be seen during the trading session. -Stocks to watch: IndusInd Bank, Bandhan bank, Power Grid, KEC International, Kaynes Tech, ICICI Bank, PNB, IDFC First Bank, Anant Raj, MCX, Dr Reddy's Laboratories, Genus Power, UltraTech and India Cements -Earnings: ACC, BEL, Adani Total Gas, CSB Bank, Data Patterns, HPCL, Kansai Nerolac, Strides Pharma -Both foreign and domestic institutions were net buyers in the cash market on Friday. The numbers may also be skewed due to the block deal that took place in Sobha on Friday morning. -Kotak Securities’ Amol Athawale expects 25,000 to be a key hurdle for the bulls but crossing that can take the Nifty to 25,150 levels. 24,675 - 24,600 on the downside now becomes an important support, below which, the sentiment could change. -In terms of global cues, Asian shares snapped three days of losses to rise on Monday morning, before a week of key central bank decisions in Japan, the US and the UK, as well as some big tech earnings releases. -The Fed is likely to signal its plans to cut in September at the conclusion of its meeting on Wednesday, according to economists surveyed by Bloomberg News, a move they say will kick off reductions each quarter through 2025. -Oil rose ahead of a key OPEC+ meeting this week, with analysts divided over whether the group will proceed with plans to boost supplies next quarter. -OLA Electric Mobility is set to launch its Rs 5,500 cr IPO on August 2 -Manu Bhaker has won bronze in air-pistol, bagging India’s first medal at Paris Olympics -Gift Nifty was trading 0.3% higher from friday’s close this morning, 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 flat start according to the GIFT Nifty. Watch out for stocks like Tech Mahindra, VST Industries, Indus Towers.

Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like L&T, Axis Bank, IEX.

Marketbuzz Podcast: Indian markets may see a negative start according to the GIFT Nifty. Watch out for stocks like HUL, Bajaj Finance, Vedanta and TCPL.

Marketbuzz Podcast: Indian markets may see a flat start according to the GIFT Nifty. Watch out for stocks like Suzlon, Federal Bank, HUL.

Marketbuzz Podcast: Indian markets may see a gap-down start according to the GIFT Nifty. Watch out for stocks like HDFC Bank, RIL, Suzlon, and Wipro.

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the top developments ahead of the trading session of July 19 -Quarterly results continue to remain the focus of the market. On July 18, there was a big IT-led recovery and after market hours Infosys posted a super first quarter earnings. -Technology stocks led the charge on the upside on Thursday with heavyweights Infosys and TCS being substantial contributors. Both combined contributed to nearly 50 points on the Nifty's 190-point surge on Thursday. Vital contributions also came from ICICI Bank and Reliance Industries. -Today, it possibly would be Infosys, that will be the biggest trigger for pushing the Nifty towards 25,000. The IT giant convincingly surpassed analyst estimates for the June quarter, raised its revenue growth guidance for financial year 2025 and also won deals worth $4.1 billion during the June quarter. The company's US-listed shares (ADRs) ended 8.3% higher overnight. -Other than Infosys, the other stock in focus on Friday will be Reliance Industries, as it will report results after market hours. The index heavyweight will see the reaction to its earnings next Monday, a day before the announcement of the Union Budget. -Other broader market names like Persistent Systems, Tata Technologies, L&T Technology Services, South Indian Bank, Dalmia Bharat, JSW Infra will also react to their results today. -Earnings: JSW Steel, ICICI Lombard, JSW Energy, Indian Hotels, UltraTech, Wipro, Paytm, Nippon Life AMC, Patanjali Foods, PVR Inox, Route Mobile, Tejas Networks -GIFTNifty was trading higher, up more than 10 pts from Nifty Futures Thursday close, indicating a start in the green for the Indian market. -Early today, Asian equities tracked US stocks lower for a second day as signs of economic weakness overwhelmed the market’s optimism surrounding interest-rate cuts. Shares in Japan, South Korea and Australia dropped. -The S&P 500 fell 0.8% Thursday, extending a drop from the prior session and placing the benchmark on track for its largest weekly decline since April. The Nasdaq 100 fell 0.5%, while the Russell 2000 benchmark of US small companies fell 1.9%, continuing to pull back from a rally earlier in the week as investors rotated from large technology stocks. US equity futures edged higher early Friday. -Elsewhere, Joe Biden’s grasp on the Democratic presidential nomination appeared to be slipping Thursday, as he weighed increasingly public warnings from his party’s top lawmakers. -In commodities, oil edged lower in early Friday trading. Brent crude prices fell by half a percent to $84.50 a barrel. Spot gold too fell over half a percent to $2,430.57 an ounce. 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 July 18 -As the market resumes trading today after a mid-week holiday, June quarter results seem to have taken the centre stage. In the next 2 sessions, 35% of the Nifty companies will be in focus due to earnings. -On Wednesday, Asian Paints and LTI Mindtree reported their results whereas today IT major Infosys is due to announce its first quarter results after market hours. On Friday, Reliance, BPCL, JSW Steel, Ultratech as well as Wipro will report their earnings. And over the weekend, HDFC BANK and Kotak Mahindra bank will do so. -All eyes are now on the Union Budget which is three trading sessions away. Meanwhile, Chris Wood, Global Equity Strategist of Jefferies believes that we are nowhere near to ending the bull run market in India. -The GIFTNifty was trading with a premium of nearly 30 points from Nifty Futures' Tuesday close this morning, indicating a start in the green for the Indian Market. -Thursday is also the weekly options expiry of the Nifty 50 contracts. Earnings reaction will be seen in stocks like Asian Paints, Just Dial, LTIMindtree, Hathaway Cables, Elcon Engineering and others. -Stocks to track: Zensar Tech, L&T Finance, Zee Entertainment, IREDA, Nazara Technologies, Glenmark Pharma, Techno Electric & Engineering, Adani Green Energy, -In terms of global cues, Asian equities fell this morning, as a global selloff in technology stocks deepened on concerns over tighter US restrictions on chip sales to China. Shares in Japan and South Korea dropped, with the Topix falling as much as 1.5%, weighed down by a stronger yen and further fallout from heavy selling in chipmakers around the world. -Hong Kong and mainland Chinese stocks fluctuated in early trade, with the Hang Seng Tech Index down as much as 1.2%. US futures drifted higher after the S&P 500 fell 1.4% and the Nasdaq dropped 2.9%, its worst day since 2022, on Wednesday. - In other news from around the world, back home, Karnataka has put the controversial bill on job reservations in the private sector on hold. Globally, US President Joe Biden has tested positive for covid-19. 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 July 16 -Even as the Nifty traded in a 110-point range on July 15, it crossed the 24,600 mark, made a new high of 24,635, and closed above levels of 24,550. Interestingly, barring SBI and ITC, none of the major index heavyweights contributed to the Nifty's upmove yesterday. Most of them ended with a flat to negative bias. But contributions came from PSUs like ONGC and NTPC, along with Bajaj Auto, which reports results today. -Today might turn out to be a volatile day for the financials, as the Nifty Financial Services will have its weekly expiry. Additionally, with Wednesday being a market holiday, the Nifty Bank too, will have its weekly expiry on Tuesday. -GIFTNifty was trading with a premium of over 17 points from Nifty Futures' Monday close, which indicates a flat-to-positive start for the Indian market. -Earnings: Bajaj Auto, CRISIL, Dee Development Engineers, DB Corp, Himadri Speciality Chemicals, Jubilant Ingrevia, Just Dial, L&T Finance, Network18 and TV18. -Stocks to watch: Jio Financial Services, SpiceJet, Vedanta, Hindustan Unilever, Unichem Labs, Lupin, Zee Entertainment -Stocks in Asia were muted in early Tuesday trading, following gains on Wall Street fueled by optimism surrounding a second Donald Trump term as the former US president chose his running mate. Equity benchmarks rose in Japan and Korea, while those in Australia were steady. Futures for Hong Kong stocks pointed to a decline. -Caution in Asia comes amid signs of emerging market volatility in anticipation that Trump’s tariff threats will be implemented. -Overnight on Wall Street, the blue-chip Dow also reached a new intraday high, advancing half a percent to close at 40,211.72. Similarly, The S&P 500 added 0.28% to 5,631.22, while the Nasdaq Composite gained 0.4% to end at 18,472.57. Trump’s rising odds of victory boosted oil producers, gun makers and private prisons. His pro-cryptocurrency stance lifted the industry. Tesla Inc. rallied as Elon Musk endorsed Trump. Solar firms sank as Democrats are seen as more friendly toward the sector. -Meanwhile, Federal Reserve Chair Jerome Powell said in an interview that second-quarter economic data has provided policymakers greater confidence that inflation is heading down to the central bank’s 2% goal, possibly paving the way for near-term interest-rate cuts. He made clear he didn’t intend to send any specific message about the timing of rate reductions. -In commodities, oil prices edged lower on worries about a slowing Chinese economy crimping demand, though a growing consensus that the U.S. The Federal Reserve will begin cutting its key interest rate as soon as September limited declines. Brent futures fell to $84.76 a barrel. -Back home, Telecom Minister Jyotiraditya Scindia is likely to meet leaders from Telecom and Internet Service Providers. DOT has called for meeting of Stakeholder Advisory Committee for TSPs i.e. Telecom Service Providers. This committee includes, Sunil Bharti Mittal, Akash Ambani, Kumar Manglam Birla and N Chandrasekhar. The issues of Unsolicited Commercial Communication, network quality, and 6G are likely to be on the cards. 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 July 15 -Multiple big earnings due this week. Bajaj auto on July 16, Infosys on July 18, and Reliance Industries on Friday, July 19. Also, this is a truncated week as the market will remain closed on Wednesday for Muharram. -The week gone by nearly turned out to be a dull one until the IT stocks woke up from their long slumber post TCS' results and took the Nifty higher, thereby ensuring that the index gained for the sixth week in a row. The Nifty IT index had its best single day gain since October 2020 last Friday. -Nagaraj Shetti of HDFC SecuritiesThe Nifty appears to have completed its one day dip and has started to move higher while pointing to a similar move on June 24, post which the index had continued to move higher. He now expects the Nifty to test levels of 24,950, having crossed the immediate hurdle of 24,400. Downside support is at 24,350. -This morning, the GIFT Nifty higher was trading at a premium of 90 points from Nifty Futures Friday close, indicating a start in the green for the Indian market. Multiple stocks in focus today. -Stocks to watch: IREDA, HCLTech, Avenue Supermarts, HDFC AMC, HDFC Life, Jio Financial Services -In terms of global outlook, Asian stocks were mixed as the US dollar rose after the attempted assassination of Donald Trump reinforced bets that his chances of winning the presidential election have increased. -Australian and South Korean shares rose while Hong Kong futures indicated an early loss when markets open. Australian bond yields edged lower. Chinese shares opened lower ahead of key data release and a major political event in the country. Japan’s markets are closed for a public holiday. . -Bitcoin topped $60,000 in the wake of the attack. -On friday, in the US, Dow Jones hit a fresh all-time high above 40,000. Dow Jones has risen 6% in 2024 whereas S&P 500 is up 18% in 2024 to a new record high. -In commodities, oil prices fell for a second day on Monday as the dollar gained ground amid political uncertainty in the U.S. following an attack on U.S. presidential candidate Donald Trump while investors eyed the progress of talks for a Gaza ceasefire. Brent crude futures fell 55 cents, or 0.7%, to $84.48 a barrel after settling down 37 cents on Friday. 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 July 12 -Tech stocks will be in focus today. A good set of earnings from TCS is likely to aid sentiment today. Not only did TCS Q1 revenues and margins beat estimates, the company says FY25 will be better than FY24. Brokerages are also positive on the TCS stock. UBS has raised target price to Rs 4,600. -Another IT stocks to watch today is HCL tech which is due to report its earnings after market hours today, whereas Infosys will report on July 18. Among other big names, Reliance Industries earnings report is due on next Friday i.e. July 19. -The Nifty 50 holds firm at 24,300. While it finds support between 24,150 - 24,200 levels, it continues to face hurdles at the 24,400 mark. That has been the pattern all through this week and the weekly options expiry session yesterday was no different. -On the global front, hopes are rising that the US Federal Reserve will eventually bite the bullet and start cutting interest rates by September. But, back home, RBI governor Shaktikanta Das, in an exclusive interaction with CNBC-TV18, said that it is too soon to think of interest rate cuts. -Besides TCS, stocks like Anand Rathi Wealth and GTPL Hathaway will also react to their quarterly results reported after market hours on Thursday. -Foreign investors were net sellers in the cash market on Thursday, while domestic investors were net buyers. For the week, the Nifty is absolutely flat. -The GIFTNifty was trading with a premium of nearly 65 points from Nifty Futures' Thursday close, indicating a gap-up start for the Indian market. -Asian technology stocks fell Friday, echoing declines on Wall Street as slowing US inflation sparked a rotation out of Big Tech. The yen was volatile. A gauge of Asian tech stocks fell as much as 3.1%, reflecting declines of more than 1% in Japan and South Korea. Equities in Hong Kong and Australia gained, while Chinese shares fluctuate. -The Nasdaq 100 dropped 2.2% Thursday, weighed down by some of the year’s big winners, including Nvidia Corp. and Microsoft Corp. -The moves followed data showing US core consumer prices rose at the slowest pace since 2021, bolstering the case for Federal Reserve rate cuts. Optimism over lower rates sparked a sector rotation from Big Tech into the likes of real estate and materials companies. Tune in to Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 11 -The Nifty 50 failed to see follow-through yesterday & broke a prior low. However, It's Too early to judge if we are in for a bit of a pullback. The Nifty witnessed its biggest single day fall in over a month, which is the Lok Sabha election result day of June 4. -Despite the drop, the market continued with its "buy-the-dip" trend. At one point, the Nifty even slipped below the mark of 24,150 but saw a recovery of nearly 200 points from those levels to close above the 24,300 mark. -Most index heavyweights, be it Reliance Industries, HDFC Bank or TCS were on the same losing end in Wednesday's trade, although the recovery in the index also came as the first two recovered from their respective session's low. -Today, TCS will remain in focus as it kickstarts the earnings season for the Nifty 50 companies, the reaction of which of course, will be seen on Friday. -Today is also the weekly options expiry of the Nifty 50 contracts and it remains to be seen whether the recovery made late on Wednesday is sustained or some expiry related volatility will lead to a retest of Wednesday's low, which also happens to be the lowest since July 1. -Both foreign and domestic investors continued to be net buyers in the cash market on Wednesday but that number could also be skewed due to the block deals seen in Delhivery and Mankind Pharma. -Experts like Nagaraj Shetti of HDFC Securities believe that the near-term uptrend of the Nifty remains intact but the market seems to have started to show signs of profit booking between 24,400 - 24,500 levels. -The GIFTNifty was trading with a premium of more than 40 points from Nifty Futures' Wednesday close, indicating a start in the green for Indian market. -Stocks to track: Glenmark Life, Kesoram Industries, Tata Elxsi, Sula Vineyards, Power Grid, SBI, Nykaa, Sona BLW Precision -Asian equities advanced after a rally in the world’s largest tech stocks lifted global shares to new highs ahead of US inflation data due later Thursday. Equities in Japan, Australia and China rose, echoing the bullish pulse on Wall Street on Wednesday. -The S&P 500 and Nasdaq 100 each gained more than 1%, and a gauge of global equities also rose, all to records, spurred by the likes of Nvidia Corp. and Apple Inc. The S&P 500 has advanced in each of the past seven sessions, its longest winning streak since November. 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 July 10 -The bulls continue to charge ahead. Yesterday, the Nifty closed above 24,400 for the first time and so far the index has gone up 1200 points in a month. -Both FIIs and DIIs bouhth in the cash market yesterday. -Auto majors Maruti and Mahindra & Mahindra, along with ICICI Bank and ITC led the index to newer peaks. ITC gained for the fifth day in a row, and is attempting a retest of its previous highs after a few months of sideways price action. The Nifty Auto index was also the top sectoral performer of the day, ending at record levels. -The broader markets also moved in tandem with the benchmark indices but there were pockets that outperformed. Barring auto, PSU banks made a comeback after a few days of underperformance, while Pharma resumed its uptrend from the week gone by. IT and Metals had a dull day. -Summarising the current market mood, veteran investor Vijay Kedia had a warning. He believes that the right adjective to describe the current market scenario is a "stampede" and not "euphoria" as it has gone beyond the latter. He added that market regulator SEBI will take some steps to stop this "frenzy." -Emcure Pharma is set for listing today. -The market is sitting in anticipation of further cues from the IT earnings that begin this Thursday or July 11. -The focus remains on the globe as to how the US markets, having made new record highs almost every single day, react to Fed Chair Jerome Powell's testimony. -Asian markets were mixed this morning. Shares in Australia and Japan fell Wednesday while Chinese futures pointed to gains ahead of key economic data after fresh highs of US equities. Hong Kong futures contracts rose earlier, following a Tuesday rally for mainland stocks and a gauge of US-listed Chinese shares. -Overnight in the US, S&P 500 advanced for a sixth consecutive session, its longest winning streak since January, as traders held to bets the Federal Reserve will cut rates this year. The Nasdaq 100 also set a fresh record. -Fed chief Jerome Powell was careful not to offer a timeline for rate cuts in comments to lawmakers on Tuesday. However, he emphasized mounting signs of a cooling job market after government data showed a third straight month of rising unemployment. -GIFTNifty was trading with a premium of more than 5 points from Nifty Futures' Tuesday close, indicating a flat start but in the green for the Indian market this morning. -Stocks to track: KDDL, Delhivery, Mankind Pharma, Infosys, Delta Corp, Rail Vikas Nigam, Adani Ports, Bank of Baroda, KIMS, Havells India, JSW Steel Tune in to Marketbuzz Podcast for more news and cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here all the important updates ahead of the trading session of July 9 -Nifty 50 has been holding steady around 24300 amid large buying from domestic institutions. Every instance that the index has seen a dip due to one stock or sector, another stock or sector has ensured it pulls it back higher. -There has been no decisive move on either side as traders are content playing the range as of now. But the question is, for how long is this likely to continue? The index is awaiting a trigger on either side for a decisive move beyond this range. -For today, GIFT Nifty was trading with a premium of 5 points from Nifty Futures' Monday close this morning, indicating a flat start for the Indian market. -Stocks to track: Rail PSUs, Fertiliser, FMCG stocks, DOMS Industries, HUDCO, Reliance Industries, Godrej Consumer, IT stocks, financial stocks, Pitti Engineering, Jupiter Wagons, Mahanagar Gas, CONCOR, Senco Gold, -Stocks in Asia edged higher ahead of Jerome Powell’s testimony to Congress and the start of the US earnings season. Equity benchmarks rose in Japan, Australia, and South Korea , while futures pointed to losses in Hong Kong after an index of Chinese shares in the US dropped on Monday. US futures gained in early Asian trading after the S&P 500 closed a fraction higher to set its 35th record this year. The dollar and treasuries were little changed. -Traders will be focused on Powell’s testimony beginning Tuesday for guidance on the Federal Reserve’s outlook. He faces pressure from lawmakers growing impatient for interest-rate cuts and others who are unhappy with the Fed’s latest plan to boost capital requirements for Wall Street lenders. -In commodities, oil was little changed this morning after a two-day decline as Hurricane Beryl looked less likely to pose major disruptions to crude infrastructure in Texas. Gold trimmed some of Monday’s 1.4% loss in early trading. -In other news back home, incessant showers have been lashing Mumbai and adjoining areas, disrupting suburban train services and flight operations as normal life was thrown out of gear in the metropolis. For today, IMD has issued a red alert for the city where a holiday has also been declared for schools. -CNN-New18 reports that top government sources say Russia has decided to discharge and facilitate return of all Indians working in the Russian Army after PM Modi took up the matter with President Putin Stay tuned to CNBC-TV18 for more news and cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of July 8 -All of last week on the Nifty was dominated by two stocks and one theme. The two stocks being Reliance Industries and HDFC Bank, while IT was the theme that continued to hog the limelight. If one took the market higher, the other ensured that the gains were kept in check and vice versa. -Now today, multiple stocks will react to their quarterly business updates that were reported on Friday and over the weekend such as Titan, IndusInd Bank, Marico, Dabur and others. -Earnings season also begins in the upcoming week with TCS reporting results on July 11, followed by HCLTech on July 12. -Asia-Pacific markets opened mixed this morning as investors awaited key economic data from the US and China later this week, while election results in France overnight signaled a hung parliament. -Investors await the U.S. consumer price index reading, due Thursday stateside, to assess the Federal Reserve’s interest rate path, while China’s inflation figures on Wednesday will signal the state of the country’s economic recovery. -On Friday in the US, the S&P 500 and the Nasdaq Composite rose to new highs, with both indexes posting a record close as the latest jobs report reignited hopes for rate cuts from the Federal Reserve. The broad market index advanced half a percent, while the tech-heavy Nasdaq gained almost a percent whereas the Dow Jones Industrial Average added 0.17%. - Workers' union at Samsung Electronics in South Korea is set to stage a three-day strike from Monday and has warned it could take further action against the country's most powerful conglomerate at a later date. -Prime Minister Narendra Modi is set to meet President Vladimir Putin in Moscow today, marking his first visit to the Kremlin since the invasion of Ukraine. Their meeting is significant as it’s the Indian premier’s first bilateral trip overseas since he was reelected for a rare third term in June. -Heavy rainfall has lashed Mumbai, the financial capital and its surrounding areas overnight, and continued early in the morning. Many parts across the city are waterlogged, while the western express highway witnessed traffic congestion even before 7 am, including the roads leading to terminals 1 and 2 of the Mumbai airport. Local trains, the lifelines of Mumbai, were running late due to waterlogging and CSMT, Kurla-Vikhroli and Bhandup were among the most-affected stations. A holiday has been declared for the first session for all the schools in Mumbai. Decision on the second session will be taken soon. Tune in to the Marketbuzz Podcast for more cues

Marketbuzz Podcast: Indian markets may see a slightly negative start according to the GIFT Nifty. Watch out for stocks like HDFC Bank, RBL Bank, Raymond.

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like Bajaj Finance, Vedanta, ITD Cementation.

Marketbuzz Podcast: Indian markets may see a gap-up start according to the GIFT Nifty. Watch out for stocks like HDFC Bank, Avenue Supermarts, Sun Pharma.

Marketbuzz Podcast: Indian markets may see a positive start according to the GIFT Nifty. Watch out for stocks like Infosys, Wipro, CDSL.

Marketbuzz Podcast: Indian markets may see a flat start according to the GIFT Nifty. Watch out for stocks like IREDA, Vodafone Idea, Godrej Properties.

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of June 28 -It’s the end of the week, month and half the year today. India has emerged as the best performing market this week, pushing it up on the monthly chart. It’s been a super strong week so far for largecaps, Nifty, Bank Nifty gaining more than 2%. In a relative sense, Midcaps, smallcaps and SMEs have taken a backseat. FIIs, meanwhile, are positioning in index futures now at an extreme. -No level has proven to be a resistance for the Nifty 50. The index just posted its best F&O series since December last year. The Nifty is up 2.3% for the week and is on course to register its second-best week of 2024. -The talks around India Cements dominated the market on Thursday as Billionaire investor Radhakishan Damani and his associates sold 23% equity in India Cements for nearly ₹1,900 crore. The country’s leading cement maker UltraTech acquired the entire block, which is considered to be a bid to expand its presence in the southern market. -Stocks to track: Reliance Industries, Polycab, Samhi Hotels, HCLTech, JSW Infra, RBL Bank, AU Small Finance Bank, Unichem Labs, Ambuja Cements, Raymond -This morning, GIFT Nifty was trading with a premium of 90 points from Nifty Futures' Thursday close, indicating a gap-up start for the Indian market. -India is preparing itself for the inclusion of the nation’s government bonds into JPMorgan Chase & Co. emerging markets index on Friday, opening up a $1.3 trillion market to a broader range of investors. -Equities in Asia followed gains in US stocks ahead of the Federal Reserve’s preferred inflation gauge due Friday. Shares in Japan’s benchmark Topix index were set for a 34-year high. Australian and South Korean stocks climbed, while those in Hong Kong were slightly lower. The moves follow a downbeat day in the prior session when a gauge of the region’s stocks fell for the first time in three days. Contracts for US equities rose. -President Joe Biden and former President Donald Trump faced off in their first 2024 debate late Thursday in the US. The dollar and Bitcoin rose as the debate got going, and the yen weakened past 161 to the greenback, its lowest levels since 1986. -Overnight in the US, the S&P 500 eked out a narrow gain as Wall Street looked ahead to fresh inflation data to assess when the Federal Reserve will begin lowering interest rates. The U.S. is expected to release its preferred inflation gauge, the personal consumption expenditure index on Friday. The Nasdaq Composite added 0.30%, while the Dow Jones Industrial Average inched up 0.09%. -Lastly, in commodities, oil was set to advance for a third session on Friday while gold held onto Thursday’s gains. Tune in to Marketbuzz Podcast for more news and cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of June 27 -It’s been a superb run for markets this week. With a mix of Reliance Industries, telecom, and banks led gains on June 26, record highs continued in the market. The Nifty 50 is up 10.2% in the past six months. -Reliance Industries ended at a record high, with a market capitalisation of ₹20.5 lakh crore. -June 27 will be the monthly expiry for the June F&O series for the Nifty 50 contracts. Until the final day, the Nifty has gained 1,400 points so far in this series, making it the best F&O series in many years. -This morning, the GIFTNifty was trading lower at discount of nearly 70 pts from Nifty Futures Wednesday's close, indicating a start in the red for the Indian market. -Stocks to watch: Reliance Industries, Dr. Reddy's Laboratories, PI Industries, CSB Bank, Archean Chemicals, Vodafone Idea, Inox Green Energy, SJVN, KEC International, RVNL, JSW Energy, India Cements -Shares in Asia fell this morning after US tech companies dropped in late US trading while the yen stabilized after a Wednesday slide that triggered fresh speculation officials will step in to support the currency. Stocks in Japan, Australia and China all declined, putting the MSCI Asia Pacific equity gauge on course for its first loss in three days. -Overnight in the US, the Dow Jones Industrial Average added 0.04%, while the S&P 500 rose 0.16% and the Nasdaq Composite gained 0.49%. The Nasdaq’s climb was led by Amazon shares, which recorded a 3.9% jump. The stock hit an all-time high and reached $2 trillion in market value for the first time on Wednesday, joining Nvidia, Apple, Alphabet and Microsoft. -In commodities, gold mostly held Wednesday’s decline where it fell to the lowest level in around three weeks. -SEBI Board meet today. Chief Madhabi Puri Buch will address the media at 6 pm. SEBI is likely to tighten rules for stocks to be eligible for derivatives trading and ask brokers and mutual funds to stop enlisting unregistered financial influencers for their marketing campaigns. The board will also consider changes to delisting rules to make it easier for companies to exit from stock exchanges. -For all cricket fans, don’t forget to wrap up work quickly today to enjoy the India vs England match at 8pm. Tune in to Marketbuzz Podcast for more news and cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are to track ahead of the trading session of June 26 -The Indian market continued to hit new highs with large buying from foreign investors on June 25. If you compare Monday's low to Tuesday's high for the Nifty, the index surged exactly 400 points to make new highs. 23,751 now becomes the new record high for the Nifty 50. The index is now up by well over 1,200 points for the June F&O series, with two more trading sessions to go. -Financials provided leadership to the market yesterday. Four out of the top five gainers on the Nifty 50 index were private financials, including Shriram Finance, the newest entrant on the index. The Nifty gained 183 points on Tuesday. Three-quarters or 75% or 138 of those points, came from three banking heavyweights - HDFC Bank, Axis Bank and ICICI Bank. -The question to be asked now is, can the Nifty sustain a single-sector-led rally? barring the banks, the rest of the market relatively sulked through the day. -However, experts say the market is now showing signs of an upside breakout in the near-term. -The GIFT Nifty was trading with a discount of nearly 30 points from Nifty Futures' Tuesday close this morning, indicating a start in the red for the Indian market. -Stocks to watch: CE Info Systems, Sanghi Industries, Mazagon Dock Shipbuilders, Yes Bank, Vishnu Prakash R Punglia, Mahindra & Mahindra Finance, NTPC -Stocks in Asia treaded water this morning as Federal Reserve officials said they wanted more evidence of cooling inflation before lowering interest rates. Hong Kong and mainland China equity gauges fell at the open. Stocks declined in Australia, while those in Taiwan, Japan and South Korea rose. A gauge of Asian stocks was little changed. -Overnight in the U.S., the Dow Jones Industrial Average declined, shedding 0.76% and closing at 39,112.16. Led by an Nvidia rebound, the broad market S&P 500 added 0.39% while the Nasdaq Composite advanced 1.26%, with both indexes ending three-day losing streaks. 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 June 25 -On June 24, the bulls got the dip they wanted on the Nifty at the start of the June series expiry week. That dip was swiftly bought into, leading to a 200-point recovery on the index. The sector rotation continued and banks saw little follow-through. -Specific pockets dominated Monday's trade. As swiftly as the fertiliser stocks went up all of last week, they sold off equally swiftly on Monday after no headway was made on the GST rate cut for the sector. On the other hand, holding company stocks sprung into action with most of them ending 20% higher post a SEBI Circular on a special call option for fair price discovery. -Till the end of the series, barring a specific trigger, the action in the market is most likely to remain confined to specific pockets. -The market also looks forward to the presentation of the Union budget, the official date for which is yet to be announced. Before the union budget though, the companies will start reporting their June quarter business updates starting next week, followed by their quarterly results. -In terms of global cues, shares in Asia edged higher this morning to defy a mixed day on Wall Street as speculation gained that the tech sector rally may be running out of steam. Equities in South Korea, Australia and Japan advanced. Stock futures in Hong Kong pointed up as the Nasdaq Golden Dragon China Index, a gauge of US-listed Chinese shares, climbed 1.3% on Monday. -Overnight in the U.S., the Dow Jones Industrial Average added 0.67%, while the S&P 500 slid 0.31%. However, the tech-heavy Nasdaq Composite saw its worst day since April, sliding 1.09%. -Back home, the GIFT Nifty traded with a premium of more than 10 points from Nifty Futures' Monday close this morning, indicating a muted start for Indian market -Stocks to watch: Happiest Minds Technologies, Amara Raja Energy, Craftsman Automation, Borosil, Swan Energy, SH Kelkar, Muthoot Capital Services, RBL Bank, AU Small Finance Bank, Satin Creditcare, Ind-Swift Laboratories Tune in to the Marketbuzz Podcast for more cues

-Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of June 24 -On Friday, frontline indices consolidated higher whereas the sectoral rotation continued with banks doing well last week. Bank Nifty ended 3.5% higher. The Nifty, meanwhile, huffed and puffed but managed to eke out some weekly gains. -Monsoon progress is also very critical as June has seen poor rains across the country. Meanwhile, India is to be included in the GBI-EM Global Diversified Index from June 28. Also, bond markets could see inflows of $30 billion over the next 10 months. -The upcoming week will be the June F&O series expiry and it has already been a 1,000-point series for the Nifty on the upside. While it will aim to end the week and the series on a high, the question is, will it get the required support from banks and IT stocks that lent support to the index for most of last week? -As of this morning, GIFT Nifty was trading with a discount of nearly 40 points from Nifty Futures' Friday close, indicating a start in the red for the Indian market today. -While the Nifty remains in consolidation mode, the action will lie in specific stocks, as has been the trend in the last few trading sessions. Most of the GST-linked names from fertilisers, to road construction companies to even gaming firm Delta Corp, may see a reaction during Monday's trading sessions. Block deals also continue with CarTrade Tech likely to see one go through on Monday. -The focus is starting to move towards Budget expectations. In fact, with preps underway several reports are hinting at a potential windfall for the middle class. According to a CNBC Aawaz report, the government is preparing to provide some relief to the middle class in this year's Budget. Stocks to watch: GST-linked names, CarTrade, banks, IT, Vedanta, Cipla, Sun Pharma, Lupin, MCX, Prestige Estates, PB Fintech, JSW Energy -Asian shares edged lower this morning, kicking off a week that includes measures of inflation that will help guide bets on the outlook for global interest rates. An index for the region’s stocks was set to slip for a third session on Monday, with equities in South Korea falling and those for Japan swinging between gains and losses. Contracts for Hong Kong shares pointed to declines while US equity futures were steady after the S&P 500 fell on Friday amid a large options expiry. -This week, while parsing inflation data, traders will also be keeping watch on rising political risks. The first UK prime ministerial and US presidential debates are scheduled and the first round of voting in the French legislative election is set to take place this coming weekend. -In commodities, oil extended Friday’s decline toward $80 a barrel amid a stronger greenback and a technical indicator suggesting the recent rally has gone too far. Gold fell amid a re-think of the Fed’s rate cut outlook. Tuned in to Marketbuzz Podcast for more news and cues

Welcome back to CNBC-TV18’s Marketbuzz Podcast, here are all the important updates ahead of the trading session of June 21 -GIFT Nifty was trading with a premium of seven points this morning from Nifty Futures' Thursday close, indicating a muted start for the Indian market. -Global cues continue to remain stable. Asian stocks crept higher this morning after US shares hit an intraday record overnight. The yen was in focus following a six-day slump which ratcheted up the risk of intervention. Equity benchmarks ticked higher in Japan and Australia, while Korean shares fell. A 1% drop in the Golden Dragon index of US-listed Chinese companies weighed on sentiment. -Overnight, the S&P 500 briefly topped 5,500 before losing traction, while the high-flying tech group powering the bull run came under pressure. The Nasdaq 100 slipped after a seven-day advance with Nvidia Corp. and Apple Inc. leading losses in megacaps. -Back home, Nifty 50 seems to be consolidating around record highs though it lacks directional cues. This trend may continue till the end of the month, post which companies start reporting their business updates for the quarter followed by their quarterly results. -For today, the market only has global cues to react to and there are plenty of them. The initial jobless claims in the US, the Bank of England interest rate decision, the US crude oil inventory data and of course, how Wall Street behaved overnight. -IT stocks will be in focus post Accenture’s earnings. Accenture says discretionary spending is constrained, particularly in smaller projects. Brokerage firm Morgan Stanley is of the view that Accenture results and commentary pointed to a few positive data points such as strategy and consulting returning to growth and a pickup in smaller deals. -Stocks to watch: IT stocks, YES Bank, Aster DM, Amara Raja, Union Bank of India, ONGC, GIC Housing, Jindal Stainless Tune in to the Marketbuzz Podcast for more cues

Welcome back to CNBC-TV18’s Marketbuzz Podcast. Here are all the important updates ahead of the trading session of June 20 -The bulls seem to have taken a breather. It turned out to be another day and another record for the Nifty 50 but the index could not sustain at those levels. 23,664 is now the new record high for the Nifty. The index fell 150 points from those levels and ended with losses, snapping a four-day winning streak. -Big focus seems to be on banks. The Nifty bank has hit an all time high almost at 52000. HDFC bank is now up almost 15% in June. Led by the underperforming HDFC Bank, six out of the top seven Nifty contributors are banking stocks, which also kept a lid on the Nifty downside. In fact, HDFC Bank and ICICI Bank together contributed nearly 120 points to the Nifty's gains. -HDFC Securities says although the Nifty is at highs, there is no confirmation of any reversal pattern building up on the charts at higher levels. The analyst only sees further weakness in the index if it slips below the 23,300 mark. This setup may be negated if the Nifty moves further higher. -Asian shares retreated this morning following a rally in the previous session as investors sought new catalysts after a holiday in the US. The MSCI Asia Pacific Index slipped 0.1% after jumping 1% on Wednesday, with shares in Japan and Australia posting small losses. Futures for Hong Kong indicated declines. The pan-European Stoxx 600 slipped 0.2% after two days of gains. - In the UK, inflation has fallen to 2% in May with services inflation still elevated. The Bank of England is likely to leave rates unchanged in today’s meeting. In the US, jobless claims and housing starts data will be in focus today. US markets, meanwhile, were closed on Wednesday for a holiday. -On the commodities front, oil remains above $85 on geopolitical concerns. -GIFT Nifty was trading higher at a premium of nearly 20 pts from Nifty Futures Wednesday close, indicating a flat-to-positive start for the Indian market. -Stocks to watch: MAS Financial Services, PNB Housing, Sun Pharma, Sapphire Foods, GMR Urban, Reliance Industries, Vodafone Idea, Bharti Airtel, Som Distilleries, Godrej Group stocks Tune in to the Marketbuzz Podcast for more cues

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are all the important news and cues ahead of the trading session of June 19 -It was the fourth day of record highs on June 18. The Nifty's positive consolidation continued at the start of the new, truncated week as well. The index finally managed to cross and close above the mark of 23,500. Strong support came from the bank nifty, which rose 370 points yesterday. -With the market lacking any directional cue, the focus is more on global cues. Indian equities also moved higher on Tuesday courtesy of a positive handover from Wall Street overnight. However, many analysts on Wall Street are turning cautious on the rally seen by the benchmark indices. -Asian equities opened higher this morning after a surge in chipmakers drove US stocks to yet another record-breaking session on Wall Street. Shares in South Korea jumped about 1% and those in Japan also climbed, while the Australian benchmark was little changed. Hong Kong futures pointed to gains ahead of a financial conference in Shanghai, where traders expect more market-supportive policies to be announced. -US traders pushed the S&P 500 closer to the historic 5,500 mark, betting the potential for Federal Reserve rate cuts will keep fueling the tech industry. -Overnight, Nvidia became the world’s most-valuable company — topping Microsoft — to extend this year’s record-breaking surge. A bullish analyst call projected the firm at the heart of the artificial-intelligence boom will hit nearly $5 trillion in value in the coming year — from about $3.3 trillion. -In commodities, oil steadied after its biggest two-day gain in three months as a sustained risk-on mood in wider markets outweighed signs of further stockpile growth in the US. Gold was little changed. -the GIFT Nifty was trading with a premium of nearly 95 points from Nifty Futures' Tuesday close, indicating a gap-up start for the Indian market. -Stocks to track: Indus Towers, Gland Pharma, Sansera Engineering, Craftsman Automation, Prestige Estates, Snowman Logistics, Sona BLW, Bharat Forge, AMI Organics, Zee Entertainment Tune in to the Marketbuzz Podcast for more cues