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Perspective on the Markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the Perspective on the Markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management    “The equity markets remained volatile, and tested lower  levels ahead of the US Presidential elections and the FOMC meet. The results of the US Presidential election provided some kind of a mid-week relief rally, but the concerns over  potential inflation and sluggish growth lingered on. On the domestic front, the weak earnings season kept the investor s...
Perspective on the Markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Perspective on the Markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Wealth Management
2024-11-09 05:39:31 pm
Perspective on the markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management on the markets. Below the Perspective on the markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management on the markets.   “The domestic markets touched record highs at the start of the week and subsequently ended the winning streak as the week progressed. The overheated segments of the markets have seen some profit booking and may be an indicator that earnings would incrementally dictate price movements. From a global perspective the focus is now on the economic data coming...
Perspective on the markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management on the markets.
Perspective on the markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management on the markets.
Source: Emkay Wealth Management
2024-09-08 11:32:59 am
Perspective on the markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the Perspective on the markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management    “The markets traded in a narrow range for major part of the week as participants waited for the US FOMC meet outcome. The Fed Chair indicated that a September rate cut is very much on the table, if the incoming data is in line with policy objectives. The markets may have a positive reaction to this development but the excitement may be short lived, as a rate cut i...
Perspective on the markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Perspective on the markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Wealth Management
2024-08-03 04:55:32 pm
Perspective on the Markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the Perspective on the Markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management   “The Nifty 50 crossed the 24000 mark during the week, and quite a bit of institutional buying also happened, which helped the market to trade higher. Some amount of profit booking was seen in the midcaps and small caps. With economic growth likely to be around the 7.00 % and the full-fledged budget expected by mid-July, the market may remain well bid. But adverse influe...
Perspective on the Markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Perspective on the Markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Wealth Management
2024-07-01 12:24:20 pm
Perspective on the Market by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the perspective on markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management   “The domestic markets registered gains for the week gone by as they remained well supported by strong macroeconomic data in the form of PMI numbers. At the current juncture, the earnings season too is expected to register satisfactory growth. The expectations on growth were seconded by RBI in its policy by way strong projections for FY25. The domestic news flow is fairly su...
Perspective on the Market by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Perspective on the Market by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Wealth Management
2024-04-05 06:28:34 pm
Perspective on the Market by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the perspective on markets by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management   “The domestic markets remained volatile during the week with the expectations and outcome of the FOMC meeting being the focal point. With the FOMC meeting indicating rate cuts in its announcement the sentiment improved marginally towards the end of the week. Going ahead volatility is expected to be at the forefront as valuations related concerns still linger. The earnings s...
Perspective on the Market by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Perspective on the Market by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Wealth Management
2024-03-23 09:03:39 am
Perspective on Gold by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the  Perspective on Gold by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management   “The price of gold has been moving more or less in line with the expectations on the trajectory of US interest rates. That the Fed is likely to cut rates two or three times during this CY may lend more strength to gold mainly due to the potential for Dollar depreciation after   a rate cut. Gold will have limited downside from the current levels and US$2050/60 w...
Perspective on Gold by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Perspective on Gold by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Global
2024-03-21 05:41:10 pm
Investors to focus on series of economic data globally in the coming week We expect a modest return of 10 to 12 per cent on the main market in CY24, says Vinod Nair, Head of Research at Geojit Financial Services. It is advised to diversify the investment pattern to multi-assets. It is suitable to be diverse when equities are trading above the long-term average for a prolonged period The euphoria is expected to continue during the start of the next year on account of the exuberance of rate cuts and the drop in bond yields. "We presume CY24 to be a year...
Investors to focus on series of economic data globally in the coming week
Investors to focus on series of economic data globally in the coming week
Source: IANS
2023-12-31 11:43:24 am
Nifty ends last trading day of the year with minor loss Domestic equities gave up its five day winning streak and ended the last day of the year on a flat note amid profit booking in select heavyweights, says Siddhartha Khemka, Head - Retail Research, Motilal Oswal Financial Services. Nifty remained in negative territory throughout the session and closed with minor loss of 22 points at 21731 levels. However, broader market outperformed with Nifty midcap 100 and Nifty Smallcap 100 up 0.8 per cent and 0.6 per cent respectively. Sector-wise, it...
Nifty ends last trading day of the year with minor loss
Nifty ends last trading day of the year with minor loss
Source: IANS
2023-12-30 10:16:01 am
Perspective on Market By Dr. Joseph Thomas, Emkay Wealth Management Below is Perspective on Market by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management.   “After an ebullient market which touched life-time highs, fostered by strong economic numbers and good inflows from overseas investors, and prospects of lower interest rates, witnessed some amount of correction on the last trading day of the week. Some selling was witnessed in large cap stocks, mainly in the Banking , Tech, and  Oil & Gas sectors. Profit b...
Perspective on Market By Dr. Joseph Thomas, Emkay Wealth Management
Perspective on Market By Dr. Joseph Thomas, Emkay Wealth Management
Source: Emkay Wealth Management
2023-12-29 05:49:21 pm
Perspective on markets By Mr. Joseph Thomas, Emkay Global Financial Services Below is Perspective on Market by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management.   “Bullish markets are interspersed with minor corrections due to myriad of factors, and profit booking being one of the critical ones. With the thinning of institutional participation, the markets witnessed volatility but managed to close on a positive note. Over the near the markets may remain volatile, and find its footing only in the new year as the holiday seaso...
Perspective on markets By Mr. Joseph Thomas, Emkay Global Financial Services
Perspective on markets By Mr. Joseph Thomas, Emkay Global Financial Services
Source: Emkay Global Financial Services
2023-12-22 05:41:40 pm
Markets expected to consolidate due to elevated valuations Geojit Financial Services Head of Research Vinod Nair has said a near-term consolidation in the market is expected due to elevated valuations, concerns over El Nino, and a slowdown in world GDP. "The market surged to new highs, buoyed by positive indicators from both domestic and global fronts. Robust domestic industrial production and manufacturing PMI, coupled with the RBI's positive remarks on India's GDP forecast, contributed to the bullish trend," he said. The eas...
Markets expected to consolidate due to elevated valuations
Markets expected to consolidate due to elevated valuations
Source: IANS
2023-12-17 12:29:00 pm
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the perspective on markets of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management     “The markets remained flattish the past five trading days despite continued rally in US. The Indian markers are struggling to break 21K on the nifty and we are seeing some consolidation. The broader market has seen some rotation with the out of favour banks finding some Interest and continued selling in the IT space. Oil prices on the other hand have corre...
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Global Financial Services
2023-12-15 05:53:32 pm
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the on markets. perspective of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management “After a drastic fall in the indexes over the last few trading sessions, the major indexes rose by more than 1% in the last trading day of the week today. The fall was caused by the fall in the US markets and the aggravation of the Middle East conflict. There are strong indication that the US rates may move up further owing to the elevated inflation levels. The movements in the US m...
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Wealth Management
2023-10-27 04:54:50 pm
Investors to take cues from Q2 earnings season Investors will closely monitor the further commencement of the Q2 earnings season which has high expectations from sectors like auto, finance and oil and gas, says Vinod Nair, Head of Research at Geojit Financial Services.The Indian market's rebound from a sluggish start, propelled by the positive expectations on Q2 earnings and moderation in global bond yield despite concerns over the Middle East conflict continues to hover, he said.However, the release of higher-than-anticipated US inflatio...
Investors to take cues from Q2 earnings season
Investors to take cues from Q2 earnings season
Source: IANS
2023-10-15 12:19:10 pm
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management Below the perspective of Dr. Joseph Thomas, Head of Research, Emkay Wealth Management on the markets.The equity markets traded lower from early this week till the last trading day, mostly swayed by developments around the US monetary policy and US markets. Though the Fed announced a hold on the Fed Funds Rate, the guidance on future rates left a strong probability of future rate hikes, at least one before the end of this year. That there may be further rate hike rattled the markets with ...
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Market perspective by Dr. Joseph Thomas, Head of Research, Emkay Wealth Management
Source: Emkay Wealth Management
2023-09-22 06:10:49 pm