HDFC securities’ Post

Listen to #TGIW Podcast by Deepak Jasani on Spotify : https://lnkd.in/dkvuGcAu Domestic equity indices continued their upward trajectory for the sixth consecutive week. Investors now look forward to the Q1 earnings season that started this week and the upcoming budget announcement scheduled for July 23rd, which could provide further direction for the market. Multiple tailwinds led the market to come out of its range-bound trajectory. The strong result from the IT bellwether and a drop in US inflation to a one-year low added optimism to the market. Sensex advanced 0.65% and Nifty added 0.73% over the week. The markets edged higher in 2 out of 5 trading sessions during the week.

Listen to #MarketSavera podcast on Spotify - https://rb.gy/wgj6vx Asia-Pacific markets mostly climbed higher on Tuesday, even as U.S. Big Tech stocks sold off in favor of other sectors such as banking and energy. Nifty ended marginally higher in a volatile session after a lower opening on June 24. At close, Nifty was up 0.16% or 36.8 points at 23537.8. Nifty formed a bullish piercing line pattern on daily charts. However, the small range and falling turnover does not support the bullish outcome. In the near term Nifty could face resistance in the 23570-23667 band while 23290 could offer support.

Listen to #MarketSavera podcast on Spotify - https://rb.gy/wgj6vx Asia-Pacific markets mostly climbed higher on Tuesday, even as U.S. Big Tech stocks sold off in favor of other sectors such as banking and energy. Nifty ended marginally higher in a volatile session after a lower opening on June 24. At close, Nifty was up 0.16% or 36.8 points at 23537.8. Nifty formed a bullish piercing line pattern on daily charts. However, the small range and falling turnover does not support the bullish outcome. In the near term Nifty could face resistance in the 23570-23667 band while 23290 could offer support.

Despite lots of angst at the start of the year, 2023 turned out far better for investors with stronger than feared growth despite lots of bumps along the way. With high levels of inflation persisting in 2024, uncertainty in the Chinese economy and property sector, continuing geopolitical risks around recession and the lagged impact of rate hikes, the next 12 months could pose some real concerns for markets, yet there are still several reasons for optimism. Join AMP's Chief Economist Dr. Shane Oliver as he looks at what 2024 may hold and the key implications for investors.   Listen to the full podcast 🎙 here on Spotify: https://lnkd.in/gyb32f_S   🎙 Listen here on Apple: https://lnkd.in/gTbKxQsm   Or on YouTube 📺: https://lnkd.in/gVbwjE-Z

“After a disappointing April, May started on a stronger footing – much of this was due to the Federal Reserve Board (Fed) meeting on May 1st." Don’t miss this week’s Investment Outlook podcast featuring our Chief Investment Officer for the Americas, Deepak Puri, CFA. As the first quarter earnings season wrapping up, Deepak provides insights into performance and future prospects. Earnings growth exceeded expectations, with notable contribution from Discretionary, Communication Services and Technology sectors. Stay tuned this week for key releases like the Consumer Price Index and retail sales which could influence the next Fed interest rates decision. Listen now on Apple Podcasts, Spotify, or click the link below ⬇️ https://lnkd.in/eSgsh--z #CIOWeeklyInvestmentOutlook #PrivateBank #WealthManagement Forecasts are based on suppositions, evaluations, subjective opinions, analyses and hypothetical models which may prove to be incorrect. Provided for illustrative purposes only. The information in the article and podcast do not constitute investment advice.

'As a bit of a financial historian geek, I look back and see how things like the FTSE100 has changed over the time of my career. 🤓 I think there are only 10 or 15 companies that were in the FTSE100 in 1989 that are still in the FTSE today. So there has been a huge evolution of companies which have gradually waned and disappeared, and these new companies have ultimately come in. 🆕 And so we need to be aware of that, from the point of view of where we are picking the stocks.'  Listen to the new Behind the Balance Sheet podcast on Apple or Spotify  #Investingmindset #getrichslow #investingpodcast

I was on the Seeking Alpha Investing Experts Podcast last month, reflecting on my 30-year journey as an investor. Acknowledging past mistakes, I shared insights on redirecting value investing effectively. #Bewaryoflongdurationbonds #Buygoldminers #reformedvalueinvestor #SeekingAlpha #RenaSherbill Listen to the podcast here: https://lnkd.in/g9EYfJxM

Thanks for having us on Invest Talk, The Straits Times! Our APAC CEO, Adam Reynolds, shared his thoughts on the US #market and emphasised the need to #diversify your #stock portfolio across sectors and geographies. For actionable tips on how to position your portfolio for the rest of 2024, click the link below. #SaxoSG #BeInvested Trading in financial instruments carries risks and may not be suitable for you.

Global markets have sold off sharply as US recession fears have grown. Have markets overreacted, or has the US economy truly reached an economic turning point? In the latest #GSExchanges, I sit down with Goldman Sachs Research’s David Mericle, Chief US Economist, to discuss why US recession fears are likely overblown.   Listen to this episode on: Apple: https://lnkd.in/ezh5fEdU Spotify: https://lnkd.in/ez9epBhy  

In the Strategy Snapshot this week, Daniel Cassidy and I discuss the state of the US economy, what to expect from the Fed's FOMC meeting this week, and Q4 earnings. After going through these macro and micro developments, we go over what certain outcomes may mean for the markets and what investors should be doing in their portfolios. Listen to the podcast for all the details. #shareubs https://lnkd.in/ez3gmPu7