2024 in review: From General Elections to Yen carry trade unwind — 5 key events that impacted stock market investors
2 weeks, 1 day ago

2024 in review: From General Elections to Yen carry trade unwind — 5 key events that impacted stock market investors

Live Mint  

The year 2024 was an eventful period for the Indian stock market. As we welcome the year 2025, here are five significant events that hugely impacted the stock market investors' sentiment in 2024. Yen carry trade unwinding The Bank of Japan made a significant policy shift by adjusting its stance on interest rates on August 5, 2024. Explaining the possible impact of the BOJ rate hike, which strengthened the yen against other currencies,Satish Chandra Aluri, Lemonn Markets Desk, said, “The overall sentiment among investors turned negative as uncertainty regarding US economic conditions and Japanese monetary policy persisted, leading to heightened volatility and sharp losses.” On August 6, the BSE’s Sensex and Nifty 50 declined over 3% during intraday trades, the sharpest single-day fall since June 4, the day of the election outcome. The intensified tensions raised concerns of a possible full-scale regional crisis and significantly impacted Indian stock market investors' sentiment.

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Indian Stock Market 2025: Balancing challenges with strong growth prospects
1 week ago

Indian Stock Market 2025: Balancing challenges with strong growth prospects

Live Mint  

In 2024, the Indian stock market delivered decent returns to investors, with the BSE Sensex rising by 8.17% and the National Stock Exchange Nifty50 climbing 8.8%. This was despite numerous challenges throughout the year, including heavy selling by foreign institutional investors, weak corporate results in the second quarter, unfavourable weather conditions, geopolitical tensions between Iran and Israel, as well as …

Stock market in January 2025: Will investors face a tough start to the year?
Trending News
2 weeks, 2 days ago

Stock market in January 2025: Will investors face a tough start to the year?

India Today  

Stock markets have seen a downward trend in the latter part of December 2024 and Dalal Street's performance in January 2025 is under close watch as a series of major global and domestic events are expected to influence investor sentiment. INVESTOR CAUTION AHEAD OF MAJOR EVENTS Market experts are advising caution for January 2025, given the confluence of global and …

Indian stock markets: Navigating bullish trends, valuation risks, and what’s next in 2025
Trending News
2 weeks, 2 days ago

Indian stock markets: Navigating bullish trends, valuation risks, and what’s next in 2025

Live Mint  

The Indian stock market witnessed an eventful 2024. Liquidity and risks The primary driver behind the bullish 2024 market was robust liquidity, fuelled by retail investors and high-net-worth individuals through direct investments, mutual funds, portfolio management services, and family offices. Read this | 2024: A year of IPO boom as retail interest zooms The Nifty’s price-to-earnings ratio, a key indicator …

2024: A year of riddles
2 weeks, 2 days ago

2024: A year of riddles

Live Mint  

“Interesting" election results in three major world powers. For all we attempt to predict, economic events remain unpredictable, the market reaction to event outcomes even more unpredictable, and traditional relationships between macro variables and markets don’t always hold true. In The Devil Wears Prada, the iconic Miranda Priestly reminds a young intern, “You sold your soul to the devil when …

Adopt long-term approach to ride out short-term volatility; BFSI ‘attractive’ for 2025: Mohit Batra
2 weeks, 4 days ago

Adopt long-term approach to ride out short-term volatility; BFSI ‘attractive’ for 2025: Mohit Batra

Live Mint  

Expert View: The Indian stock market's performance in 2024 was notably positive, with the domestic equity benchmarks Sensex and Nifty 50 logging gains of nearly nine per cent each. Several triggers, including new global trade patterns, higher tariffs, and shifts in domestic monetary policy, are expected to impact stock market sentiment in the coming year. Before the Indian stock market …

Indian stock market: Lessons for investors from 2024 and risks ahead for 2025
3 weeks, 1 day ago

Indian stock market: Lessons for investors from 2024 and risks ahead for 2025

Live Mint  

The Indian equity markets showcased resilience for most of 2024, weathering significant challenges such as persistent inflation, subdued Q2FY25 earnings, foreign institutional investor outflows, geopolitical uncertainties, and the general election outcome. The stock market’s journey in 2024 offers valuable insights for investors, while 2025 presents new opportunities and risks that require careful navigation. Ravi Singh, SVP – Retail Research, Religare …

Market outlook 2025: What key triggers and challenges will shape the Indian stock market next year?
Trending News
3 weeks, 1 day ago

Market outlook 2025: What key triggers and challenges will shape the Indian stock market next year?

Live Mint  

Market outlook 2025: The Indian stock market remains well-poised for a healthy growth in the medium to long term due to strong macroeconomic fundamentals. Key challenges for the Indian stock market in 2025 The key challenge for the Indian stock market is a slowdown in global growth and rich valuation of the Indian stock market. Despite recent correction, several pockets …

India File: In 2025, stock markets face a glass half full
4 weeks ago

India File: In 2025, stock markets face a glass half full

Live Mint  

By Ira Dugal This was originally published in the India File newsletter, which is issued every Tuesday. Write to me at [email protected] This week in asia ** South Korea's acting president moves to reassure allies, calm markets after Yoon impeachment ** China eyes negotiations as Trump threatens new tariffs ** BOJ's rate hike plans clouded by small firms' wage woes …

Indian stock markets review 2024: A tale of two halves
Trending News
1 month, 1 week ago

Indian stock markets review 2024: A tale of two halves

Live Mint  

It has been a tumultuous year for India's stock markets. On the global stage While global economic headwinds and rising geopolitical tensions have cast a shadow over global markets, India has managed to hold its own and outperform several emerging market peers. Shifting dynamics This year, foreign portfolio investors started withdrawing funds from Indian equities and pivoted to China after …

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25
1 month, 3 weeks ago

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25

Live Mint  

The Indian market is currently undergoing a corrective phase, impacted by the rise in the dollar index following Donald Trump's victory in the 2024 US Presidential elections, along with continuous outflows from foreign investors and the Middle East crisis. Here's a look at key market drivers for the rest of FY25, as per market analysts: Prospects for Government Spending and …

What’s next for investors after US elections? Here are key trends that could shape final days of 2024
1 month, 4 weeks ago

What’s next for investors after US elections? Here are key trends that could shape final days of 2024

Live Mint  

The Indian market is currently undergoing a corrective phase, impacted by the rise in the dollar index following Donald Trump's victory in the 2024 US Presidential elections. Here's what they expect markets to focus on next: US Federal Policies and Global Geopolitical Tensions Sonam Srivastava of Wright Research advised investors to closely follow the U.S. Federal Reserve’s interest rate decisions, …

Trump 2.0: How to make your portfolio great again
2 months ago

Trump 2.0: How to make your portfolio great again

Live Mint  

New Delhi: “Experience taught me a few things. But for global financial markets, the ‘Trump trade’ only fuelled a furious rally, with Wall Street and other major stock indices vaulting to record highs in tandem with Bitcoin, while the US dollar strengthened, and bond yields jumped sharply in the immediate aftermath of the election results. Lowering the cost of medicines …

Watch | Trump 2.0: What should India watch out for?
2 months ago

Watch | Trump 2.0: What should India watch out for?

The Hindu  

The world view of many countries, especially the U.S. has definitely changed with this week’s election results. Less U.S. pressure on democracy, minority rights, press freedoms More muted comments on the Pannun-Nijjar issue, and given Trump’s tensions with Trudeau, less worry that India-Canada ties could affect India-US ties. What then are the negatives New Delhi should watch out for: Trump’s …

Trump’s Return: Key focus on trade and fiscal policies after US Election 2024 win, says Nuvama
2 months, 1 week ago

Trump’s Return: Key focus on trade and fiscal policies after US Election 2024 win, says Nuvama

Live Mint  

With Donald Trump poised to make a comeback to the White House, two specific areas of policy making require careful observation—trade policy and fiscal policy, according to a report from brokerage firm Nuvama Institutional Equities. Following Donald Trump's victory over Kamala Harris in the tightly contested 2024 US Presidential Election, Nuvama also said that it is premature to evaluate the …

US Election Results: 4 key factors that may impact Indian stock market as Trump eyes return to the White House
2 months, 1 week ago

US Election Results: 4 key factors that may impact Indian stock market as Trump eyes return to the White House

Live Mint  

Indian stock market's benchmark indices, Sensex and Nifty 50, rallied over 1% on Wednesday in response to the US election results 2024, which indicate a likely victory for Republican candidate and former President Donald Trump over Democratic candidate Kamala Harris. Foreign brokerage Nomura predicts that India may emerge as a relative beneficiary under Trump’s policies due to its domestic demand-driven …

Indian stock market: 8 key things that changed for market overnight - Gift Nifty to US Election Results 2024
2 months, 1 week ago

Indian stock market: 8 key things that changed for market overnight - Gift Nifty to US Election Results 2024

Live Mint  

Indian stock market: The domestic equity benchmark indices, Sensex and Nifty 50, are expected to remain volatile on Wednesday tracking mixed global market cues ahead of US election results 2024. Asian markets traded higher, while the US stock market rallied overnight as voting was underway in an extremely tight US presidential election. Here are key global market cues for Sensex …

US Presidential Elections 2024: Market impact and trading strategies by Gurpreet Sidana, CEO, Religare Broking
2 months, 1 week ago

US Presidential Elections 2024: Market impact and trading strategies by Gurpreet Sidana, CEO, Religare Broking

Live Mint  

US Presidential Elections 2024: The U.S. election outcome is likely to influence Indian equity markets primarily through trade policies, foreign investment and currency movements, said Gurpreet Sidana, CEO, Religare Broking. Additionally, shifts in U.S. monetary policy, such as potential interest rate changes, could impact global capital flows, with tighter policies potentially leading to outflows from emerging markets like India. While …

US Election's Impact on Indian Stock Market: A Multi-Sectoral Analysis
2 months, 1 week ago

US Election's Impact on Indian Stock Market: A Multi-Sectoral Analysis

India Today  

The upcoming US presidential election is expected to have a major impact on the Indian stock market, with key sectors like IT, pharmaceuticals, defense, and oil potentially being affected. A Trump victory could bring short-term cheer to equities on hopes of business-friendly policies, while a Democratic win is expected to keep markets relatively steady. The outcome also holds distinct implications …

US Election 2024: How will Donald Trump’s win impact the Indian stock market? Chris Wood shares his views
5 months, 4 weeks ago

US Election 2024: How will Donald Trump’s win impact the Indian stock market? Chris Wood shares his views

Live Mint  

Chris Wood, Global Equity Strategist of Jefferies, believes Donald Trump's return as the US President will be positive for equities. According to CNBC-TV18, Wood believes that Trump's first action would likely be to extend the tax cuts, which would be positive for equities. "Emerging saving schemes which courage equity investments is a long-term positive story, but in recent months, there …

PM Modi says election results boosted domestic capital markets, generated enthusiasm in world
6 months, 1 week ago

PM Modi says election results boosted domestic capital markets, generated enthusiasm in world

Hindustan Times  

Prime Minister Narendra Modi thanked people of the country saying that they rejected politics of deceit and propaganda while choosing to bank politics of trust in the recently concluded Lok Sabha elections. What PM Modi said on stock market Reflecting on the stock markets, PM Modi said, “Election results have not only boosted domestic capital markets, but also generated enthusiasm …

2024 Lok Sabha Election Results: Why Indian Voters Are the Real Winners
7 months, 1 week ago

2024 Lok Sabha Election Results: Why Indian Voters Are the Real Winners

News 18  

The 2024 elections have vividly showcased the democratic spirit and wisdom of the Indian electorate. On the other hand, the elections also challenged the assumption that South Indian states would never consider the BJP, a party traditionally perceived as dominant in the North and West. However, in 2024, the BJP, projected as the “Hindi party” in Tamil Nadu, secured 11 …

2024 Election Results: INDIA Bloc To Sit In Opposition; Stalin Meets NDA Ally Chandrababu Naidu
7 months, 1 week ago

2024 Election Results: INDIA Bloc To Sit In Opposition; Stalin Meets NDA Ally Chandrababu Naidu

News 18  

Election Results 2024: Explore Latest Updates On Lok Sabha Election Results Explore our Live Coverage on Lok Sabha Election Results now available here. 2024 Election Results LIVE: Visuals Of INDIA Leaders After Alliance Meet At Kharge's Residence Leaders of the INDIA alliance including Rahul Gandhi, Tejashwi Yadav, Raghav Chadha, Sharad Pawar, D Raja, Sanjay Raut, Akhilesh Yadav, Champai Soren, Supriya …

India election: Why Modi’s narrow win sent the stock market tumbling
7 months, 1 week ago

India election: Why Modi’s narrow win sent the stock market tumbling

Al Jazeera  

Indian shares suffered their biggest drop since 2020 after the Bharatiya Janata Party lost its parliamentary majority. India’s stock market took its worst tumble in four years after Indian Prime Minister Narendra Modi’s Bharatiya Janata Party lost its parliamentary majority. The shock outcome of Tuesday’s election count means Modi will need to rely on smaller parties to form a governing …

Huge stock market rally expected on June 4? What brokerages advised ahead of Lok Sabha election results
7 months, 1 week ago

Huge stock market rally expected on June 4? What brokerages advised ahead of Lok Sabha election results

Hindustan Times  

The BSE Sensex and the NSE Nifty were at fresh record highs today which added nearly ₹12 lakh crore to the BSE market capitalisation as almost all exit polls predicted the BJP-led NDA's seat wins in the 350-400 range. This comes after stock market investors trimmed expectations on BJP or NDA seat counts owing to lower turnout in the first …

Lok Sabha Elections 2024: The key lies in navigating the volatile markets
7 months, 2 weeks ago

Lok Sabha Elections 2024: The key lies in navigating the volatile markets

Live Mint  

As the Lok Sabha elections 2024 result approaches, market volatility is likely to continue, leaving investors anxious about their portfolios. The political landscape significantly impacts market movements, with benchmark indices witnessing substantial fluctuations around election periods. Historical context of market volatility during elections Historically, Indian markets have exhibited notable volatility during election periods. Medium-term outlook and post-election strategies As elections …

PM Modi says stock markets will hit record high on 4th June: Should you invest more?
7 months, 2 weeks ago

PM Modi says stock markets will hit record high on 4th June: Should you invest more?

Live Mint  

In an interview given to a business daily, the honourable Prime Minister Narendra Modi said that the stock markets will hit record highs on 4th June 2024. He is confident that on 4th June, the BJP will hit a record number of Lok Sabha seats, and the stock market will also hit new record highs. After listening to the Prime …

Stock market may fall 15-20% if BJP gets less than 250 seats, Ruchir Sharma predicts
7 months, 2 weeks ago

Stock market may fall 15-20% if BJP gets less than 250 seats, Ruchir Sharma predicts

Hindustan Times  

Stock market could experience a sudden fall if the PM Modi-led Bharatiya Janata Party government secures less than 250 seats in the Lok Sabha elections, ace investor Ruchir Sharma said. Talking to India Today at its Pop-up Conclave in Mumbai, the Chairman of Rockefeller International said that if the BJP fails to secure 250 seats, the market could fall 10-20 …

How did the Indian stock market react to elections in the past?
7 months, 3 weeks ago

How did the Indian stock market react to elections in the past?

Hindustan Times  

India’s benchmark stock market indices Sensex and Nifty touched historic highs at close of trading Thursday, 75,418 and 22,967 respectively, driven by Wednesday’s announcement of a generous transfer by RBI to government that can boost the latter’s spending ability. The 2004 and 2009 Lok Sabha elections are the only two instances since 1991 when the markets reacted strongly to an …

Elections 2024 May 17 Highlights: PM Modi, Delhi CM face-off in Mumbai with simultaneous election rallies
7 months, 4 weeks ago

Elections 2024 May 17 Highlights: PM Modi, Delhi CM face-off in Mumbai with simultaneous election rallies

The Hindu  

Prime Minister Narendra Modi is addressing the NDA’s campaign rally at Mumbai’s iconic Shivaji Park, while the INDIA bloc is holding a rally in BKC. “If Modi wins, on 4th June, Sharad Pawar, Uddhav Thackeray, Stalin, Vijayan, will also go to jail, like me,” he said. He also reiterated his allegation that Mr. Modi would resign and make Amit Shah …

Elections 2024 May 14 Highlights: BJP will not win more than 230 seats, says Kejriwal
8 months ago

Elections 2024 May 14 Highlights: BJP will not win more than 230 seats, says Kejriwal

The Hindu  

In an exclusive interview with The Hindu’s Nistula Hebbar, Union Home Minister Amit Shah said that the NDA has provided a strong, stable government for the last 10 years and that the government will be voted back due to its record. In 2024, we are being voted back on our record, and I feel this is for the first time …

Election 2024 Highlights: Cong announces tickets for Raj Babbar, Anand Sharma
8 months, 2 weeks ago

Election 2024 Highlights: Cong announces tickets for Raj Babbar, Anand Sharma

Hindustan Times  

Voting for the third of seven phases is on May 7 Election 2024 News Highlights: The political parties have intensified their poll campaigns for the remaining constituencies, for the second phase of India's general elections culminated on Friday. State BJP leader Kiran Patil has said that PM Modi's rally will begin at 12:30pm and will be attended by Maharashtra chief …

Election 2024 Highlights: Cong announces tickets for Raj Babbar, Anand Sharma
8 months, 2 weeks ago

Election 2024 Highlights: Cong announces tickets for Raj Babbar, Anand Sharma

Hindustan Times  

Voting for the third of seven phases is on May 7 Election 2024 News Highlights: The political parties have intensified their poll campaigns for the remaining constituencies, for the second phase of India's general elections culminated on Friday. State BJP leader Kiran Patil has said that PM Modi's rally will begin at 12:30pm and will be attended by Maharashtra chief …

Letters to The Editor — March 4, 2024
10 months, 1 week ago

Letters to The Editor — March 4, 2024

The Hindu  

The Bharatiya Janata Party has gone into overdrive in its quest for a third term in power. It seems to be unmindful of the danger of an overkill if a political party, however invincible it may seem, plans and does everything too early, too carefully and too professionally. But they ought to realise that India’s political diversity and a host …

2024: Equity market set for eventful journey on LS polls, interest rate trajectory
1 year ago

2024: Equity market set for eventful journey on LS polls, interest rate trajectory

Live Mint  

With tailwinds of a remarkable year and handsome investor returns, Indian equities are set for an eventful journey in 2024, with a slew of local and global cues — varying from interest rates to Lok Sabha polls to geopolitical happenings. Lok Sabha elections, the US Presidential polls, the trajectory of interest rates, particularly in the US and India, inflation trends …

General Elections 2024: Market preparing for another rally? What experts say
1 year, 1 month ago

General Elections 2024: Market preparing for another rally? What experts say

Live Mint  

India is ready to witness General Elections in about six months. Within the six months before each election, the BSE benchmark has generated an average of 14.3 per cent return over 39 years, highlighting the stock market's ability to navigate and thrive in the middle of political speculation and changes,” said Apurva Sheth, Head of Market Perspectives & Research, SAMCO …

Who will win 2024 polls? INDIA, NDA debate
1 year, 3 months ago

Who will win 2024 polls? INDIA, NDA debate

India Today  

At the India Today Conclave Mumbai 2023, political leaders from the INDIA bloc and the NDA put forth their respective points as to why they would win the general elections in 2024. Shiv Sena MP Priyanka Chaturvedi, Shiv Sena MP Rahul Shewale, BJP leader Gaurav Bhatia and Congress leader Supriya Shrinate were part of the panel on Day 2 of …

400 days for Lok Sabha polls: Why 2024 will be historic in many ways
1 year, 11 months ago

400 days for Lok Sabha polls: Why 2024 will be historic in many ways

India Today  

Every time an election approaches, many of us choose words like historic to describe it.    On Tuesday, Prime Minister Narendra Modi told his party, the BJP, that “We have 400 days before the 2024 Lok Sabha polls, and we have to do everything in people’s service. PM Modi has matched Manmohan Singh’s record of two consecutive terms, even though …

Gujarat poll result sends message that Narendra Modi will be re-elected PM in 2024: Amit Shah
2 years ago

Gujarat poll result sends message that Narendra Modi will be re-elected PM in 2024: Amit Shah

The Hindu  

Union Home Minister Amit Shah on January 15 said the result of the recently-concluded Gujarat Assembly elections is important not just for the State but for the entire country as it has sent a message that Narendra Modi will be re-elected as the Prime Minister in 2024. In a veiled reference to the opposition Congress and the Aam Aadmi Party, …

Presidential election: A glimpse of 2024
2 years, 7 months ago

Presidential election: A glimpse of 2024

Hindustan Times  

The election for the next President of India heralds the next round of the political battle between the government and the Opposition. In the electoral college – which comprises parliamentarians and members of state assemblies whose votes are weighed in accordance with the strengths of the population they represent – the National Democratic Alliance begins with a decisive numerical and …

Experts will say 2022 results have decided outcome of 2024 elections: PM Modi | Top quotes from victory speech
2 years, 10 months ago

Experts will say 2022 results have decided outcome of 2024 elections: PM Modi | Top quotes from victory speech

India Today  

Experts will say today's election results have decided the outcome of the 2024 Lok Sabha polls, Prime Minister Narendra Modi said on Thursday. Addressing BJP workers at the party headquarters in New Delhi, PM Modi said the results of five assembly elections "strongly vindicate BJP's pro-poor and pro-active governance". READ: Uttar Pradesh’s new bipolar order | OPINION He added, "When …

UP Election Result 2022: How Uttar Pradesh results will impact share market
2 years, 10 months ago

UP Election Result 2022: How Uttar Pradesh results will impact share market

India Today  

Election results impact the performance of the stock market as investors' sentiments tend to depend on who is gaining access to the seat of power. Counting for five state assembly polls in Uttar Pradesh, Uttarakhand, Punjab, Manipur and Goa are going on today and results are set to be declared by the Election Commission. The Russia-Ukraine war, surging international oil …

The political variables that will shape the 2024 verdict
3 years, 7 months ago

The political variables that will shape the 2024 verdict

Hindustan Times  

The 2024 general elections are almost three years away. If the 2021 assembly results are extrapolated at the Lok Sabha level, the BJP would get only 10 out of the 42 Lok Sabha segments in the state. Uttar Pradesh in 2022 will set the mood for 2024, BJP has a massive lead there The 2022 assembly elections in Uttar Pradesh …

How India’s stock markets are poised ahead of election results week
5 years, 7 months ago

How India’s stock markets are poised ahead of election results week

Live Mint  

Shimon Peres, the charismatic former foreign affairs minister of Israel had once said, “We should use our imagination more than our memory.” As India’s gargantuan national elections come to a conclusion, its financial markets are jittery, being held back by memories of surprises and shocks in the previous three general elections. “Valuations, flows and our investor discussions suggest markets are …

The hurdle is high for Indian markets even If Narendra Modi wins again
5 years, 9 months ago

The hurdle is high for Indian markets even If Narendra Modi wins again

Live Mint  

The bar is high for Asia’s most-popular destination of 2019 for overseas money even if Prime Minister Narendra Modi wins a second term in elections starting Thursday. With valuations already high, the disappointment if he fails to get a majority, needs to form another coalition -- or loses the poll -- may deflate the rally that’s made India the first …

Opinion | Why you should not worry about elections
6 years ago

Opinion | Why you should not worry about elections

Live Mint  

I started 2018 with a certain portfolio size. This has become even more evident in the recent state elections when the National Democratic Alliance government lost in three major states and yet the Sensex soared by 700 points the same day. However, the highest nervousness is felt in the months and days leading up to the elections, where the uncertainty …

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