Inflation could still dampen returns for stocks if bond yields start climbing steadily. Real wages adjusted for inflation have also slipped lately, making it tougher for consumers to buy more of anything.
Overall, the bull market is clearly intact as the economic recovery continues. But investors may become more selective towards stocks if the rising price environment persists, and favor those of companies with the capability of consistently passing along rising costs.
At the time of this writing, the author did not have positions in any of the companies mentioned in this article. Josh Brown: The imbalances related to the reopening are starting to ease, but it's a gradual process.
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Cramer's lightning round: Trade Desk is a buy. Jim Cramer says the best way for corporate America to honor veterans is by hiring them. Cramer discusses surveys that rank companies based on their hiring practices for veterans. Load More. Unlike the past when such an announcement would freak out the investors of Airtel and Voda Idea, this time around it provided relief. In the BSE index, over stocks closed in the green, which reflects the dominance of bulls during the week.
The biggest gainers and losers of the week also included those that came out with their earnings. The same may continue in the next week, said analysts. US inflation numbers may test the Federal Reserve's view of price pressures as transitory, while trade data and more Q3 company earnings will show whether supply-chain glitches are waning.
India is undergoing its own fintech revolution, and the race is on to grab a piece of the action. The coming week is likely to see the levels of 17, and 17, acting as resistance levels. The supports come in at 17, and 17, According to some markets, investors have penciled basis points of rate hikes by central banks of the Group of 10 countries in with the Bank of England and US Fed expected to lead the way. If allowed, this will be the fifth increase in cooking gas rates across all categories - households using subsidised gas for cooking and heating purposes, non-subsidised fuel and industrial-sized gas.
LPG rates were last hiked by Rs 15 per cylinder on October 6, taking the total increase in rates since July to Rs 90 per Already, Rs per kg reduction in edible oil prices has been passed on to consumers with the recent measures taken to improve the domestic availability and check price rise, it said. From a technical perspective, Nifty has marked the 17,, zone as an intermediate top.
This also gets reflected in the Options data, which shows highest Call Open Interest at strike price 18, after heavy Call writing activities. Stocks and bonds could take cues in the coming week from developments in Washington, where lawmakers continue to debate an infrastructure spending package, as well as next Friday's monthly U.
Next week, investors' focus will firmly shift to RBI's money policy review due on October 8. While the MPC is expected to keep repo rate unchanged, investment bank Citigroup earlier this week said it expects a hike in the reverse repo rate, meaning a squeeze on liquidity. Realty stocks were in the spotlight last week, along with hotels and theatres. We should expect the rate of IPO funding to moderate in the short-term in line with the market.
We are optimistic on medium to long-term with India being the biggest fast-growing economy. Realty, PSU banks and selective pharma companies are likely to do well till next Diwali. Private banks, on the other hand, might surprise the Street with stellar earnings, said Gaurav Garg. A higher ratio means more Puts and vice-versa, says Shubham Agarwal. Paytm and Sapphire Foods both IPOs are for aggressive investors because both are loss-making companies.
The performance of the equity markets will be challenging in the short to medium term due to the normalisation of easy money policy and super inflation.
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