Reseñas

“Friday was a good day and over the next few days, any investor with a time horizon of one year and above can go and buy into these stocks because these companies are doing well and will continue to do well. The banks clearly stand out in that sense because Continue Reading

“As the finance minister of India, there are several steps that can be taken to improve the country’s economic situation. By addressing the issues of high inflation, unemployment, increasing foreign investment, improving infrastructure and implementing capital market reforms, the finance minister can help to promote economic growth and improve the Continue Reading

Key questions for Fed Chair Jerome Powell at his post-meeting press conference will be how much higher the central bank intends to raise rates, and what officials need to see before pausing.

That’s about 30k in premium or about 30% of the account size. It won’t even take a 2% gap down open for that option to get halved the next day. Before they even realize, 15k is wiped out and that’s 15% of trading capital

The US Dollar Index continues to defend the crucial support around 101.25. Better than expected US data combined with the somewhat elevated reading of core PCE inflation data would keep the 10-year US yields supported above 3.50%.Core PCE inflation reading is the Fed’s preferred gauge of inflation. PCE deflator m-o-m Continue Reading

“Gold is no longer playing the role of a safe haven during economic crises (as it should have during the Ukraine-Russia War, but did not), nor is it serving as an effective inflation hedge. This is because of trading in gold. Conceptually, depreciation of the INR relative to the USD Continue Reading

The current tax architecture should be changed to allow for set-off and carry forward of losses in VDAs similar to equity shares/derivatives. The 30% threshold was set in response to comparisons of digital assets with highly speculative avenues such as gambling, betting, and so on. However, VDAs are similar to Continue Reading

Results that will be out on January 30 include Larsen & Toubro, Bajaj Finserv, Tech Mahindra, Bharat Petroleum Corporation, Bajaj Holdings & Investment, GAIL, SRF, Punjab National Bank, REC, Laurus Labs, IIFL Finance, Trident, Exide Industries, Nippon Life India Asset Management, Mazagon Dock Shipbuilders, Welspun as well as Inox Leisure.

To accelerate the growth of railways under the NRP 2030 I am increasing the budget to INR 2 lakh crore. The focus will be on accelerating the Dedicated Freight Corridors and also increasing the pace of the Bullet Train (high speed) and Vande Bharat (semi-high speed) railway projects.

A big hurdle for the stock will come next week when the Federal Reserve is expected to raise rates and will give a sense of the path forward for future hikes. A hawkish tone could derail Tesla’s strong start to the year.