Marketbuzz Podcast with Kanishka Sarkar: Adani group stocks in focus amid mixed global cues

Episode 1378,   Nov 21, 02:47 AM

Welcome to CNBC-TV18’s Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of November 21

-While yesterday was a stock market holiday on account of voting in Maharashtra, the Nifty50 finally broke its seven-day losing streak—the longest in over 20 months — on Tuesday. Despite a strong opening and a positive first half, a sharp sell-off in the latter half wiped out the day’s earlier gains, reportedly triggered by news of Ukraine's strike inside Russia.

-Today's trading session will also see whether the Nifty 50 bulls are able to defend the 23,500 mark on the downside, particularly on the Nifty expiry day.

-Meanwhile, Deepak Jasani of HDFC Securities expects Nifty to form a higher low before embarking on a sustainable bounce. 23350-23815 could be the band for the Nifty over the near term, he says. Religare Broking's Ajit Mishra said the Nifty's movement reflects that bears are firmly in control, using every rebound as an opportunity to short.

-This morning the GIFT Nifty was higher, trading at a premium of nearly 90 pts from Nifty futures Tuesday close, indicating a gap-up start for the Indian market.

-Stock to track: UPL, Dr Reddy’s, Tata Power, Garden Reach Shipbuilders & Engineers, Aditya Birla Capital, JSW Steel, Aegis Logistics, Adani Infra

-Asian equities declined in early trading, reflecting a muted mood on Wall Street that was amplified by Nvidia Corp.’s lackluster revenue forecast. Shares in Japan and South Korea fell alongside Hong Kong equity futures. Contracts for US benchmarks declined Thursday in Asian trading after falling on Nvidia earnings. The chip giant met third-quarter revenue and earnings expectations, but failed to meet the highest estimates for future revenue. Shares in Australia were slightly higher.

-The tepid response to Nvidia’s earnings may ripple across global markets, given the size of the world’s largest company by market value and its role in the artificial intelligence boom. Shares of South Korea’s SK Hynix, which is a supplier of Nvidia, rose as much as 0.9% in Seoul.

-Meanwhile, investors in Asia will also be looking to gauge the effect of a US indictment of Gautam Adani and other executives over the alleged payment of more than $250 million in bribes.

-On the other hand, Bitcoin set another all-time high, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Trump. The world’s largest cryptocurrency is fast approaching $100,000, helped along by MicroStrategy Inc.’s massive purchases.

-Gold was up early Thursday, notching its fourth daily advance. Oil prices also climbed after retreating Wednesday.

Tune in to Marketbuzz Podcast for more cues