General Elections News
Jefferies surprised by Indian market’s resilience post election; says midcaps face greatest correction risk
Jefferies warns of market corrections, with a focus on consumption plays in the budget. Foreign investors may see corrections as buying opportunities due to high valuations in the mid-cap space.
4 min read9 Jul 2024Standard Chartered downgrades equities to ‘neutral’; suggests asset allocation for conservative and aggressive investors
Standard Chartered downgraded equities to ‘neutral’ due to uncertainty post elections, but sees opportunities in large-cap stocks and bonds.
2 min read13 Jun 2024It takes market about one week after poll results to revert to pre-election levels, says JPMorgan
JP Morgan suggests derivatives strategies for post-election volatility normalisation in Indian equities. Historically, post-election periods experience volatility normalisation, it says,
4 min read5 Jun 2024Volatility could continue for another two weeks; Nifty may reach 23,500 by December end, says Trivesh D of Tradejini
Trivesh D, COO, Tradejini believes high market volatility may continue for another week or two due to mixed portfolio allocation after the elections. The banking sector is expected to outperform with a projected earnings growth of 14% CAGR.
5 min read5 Jun 2024CLSA reshuffles India portfolio post election results; limits exposure in ‘Modi stocks’ to only 2
CLSA revises India portfolio post Lok Sabha election results, limiting exposure to ’Modi stocks’ to ONGC and Reliance Industries.
2 min read5 Jun 2024Avoid ‘narrative’ stocks, focus on fundamentals, says Kotak Institutional post Lok Sabha election results
After a fractured mandate in the 2024 Lok Sabha elections, Kotak Institutional Equities expects investors to focus more on fundamentals and less on narratives. The brokerage anticipates a reset in the market’s investment stance towards ’narrative’ stocks.
2 min read5 Jun 2024Election results shocker! PSUs unlikely to re-rate, FMCG, private banks in focus, says PL; lists top stock picks
BJP faces setbacks in UP, Maharashtra, and West Bengal, impacting reforms. Global election watch includes US FED’s stance. Brokerage expects PSU, Capital Goods, Infra’s re-rating paused until policy clarity.
2 min read5 Jun 2024Before Market Opens: 9 essential things to know at 9 am on June 5, 2024
Before Market Opens: Indian markets are likely to open on a negative note on Wednesday extending losses from the massive crash in the previous sessions as the election race was tighter than expected. Let’s take a look at some key cues before the market opens today:
3 min read5 Jun 2024Lok Sabha poll 2024 Results Int’l Reactions LIVE: Canadian PM Trudeau congratulate Modi, say ‘ready to work with…’
Lok Sabha elections 2024 Results International reactions LIVE: PM Narendra Modi’s electoral success has garnered praise from world leaders including US, Japan, Bhutan, and Nepal, emphasizing the significance of India’s position in global affairs.
14 min read6 Jun 2024Re-thinking Modi 3.0: Foreign policy amid resurgent coalition politics
Modi’s third term could see states led by alliance partners pushing for sub-national diplomacy or what is often classified as paradiplomacy
5 min read4 Jun 2024Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared