저자: 미상 · 외국인
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일본의 인도 투자 120건 합의 소식과 6개 섹터 반등 전망을 전한다. 지정학 완화와 유가 하락으로 니프티가 소폭 상승 마감했다. 골드 장기 상승과 달러 목표치 예측, 인도 시장의 향후 6개월 긍정 전망이 나온다. 정부는 재정 부담 완화를 위해 공기업 지분 매각을 가속화하고 있다. 금 시세도 전일 대비 상승했다.
다듬은 글
Greetings, welcome to Evenim Business News. Let's take a look first. Major news. Japan's huge investment of Rs 1 lakh crore into the Indian economy. 120 contracts signed. . Six sectors are preparing to jump on the market's . Experts say history will repeat itself. Assessment. Gold is firm on the long-term forecast.
ADR Davies predicts that the dollar will reach its target. The report says that the next six months are promising for the Indian market. The coming months are a big opportunity for long-term investors. Observation. . The center has intensified the steps to sell shares in public sector enterprises. .
Aiming to mitigate the impact of the budget. . Go to detailed news. Indian stock market ended in gains today. Sensex rose 579 points, 9.48 points, to 77502.12. Nifty rose 169.85 points, to 24175.7. Seven. Nikhil is with us with details. Nikhil is with us today. Nikhil is the market leader today. What are the factors that led to the achievement?
Today, we can say that the market has achieved a positive closing, that is, it has recorded an excellent performance. In other words, many factors have created a positive environment for the market today. The first thing to mention is that the price of crude oil itself is going down significantly. Brent crude futures have currently reached a price of about $70 per barrel.
If we look at inflation itself, it has provided a great deal of relief to the Indian market. Apart from that, when we examine the current geopolitical news, the US-Iran peace talks are very positive and progressive, and the indirect talks regarding Straits Hormonal are also progressing progressively, which is something that we should pay attention to in today's market.
Apart from that, if we look at the performance of the India VIX, it has fallen by about 3 percent and has come to a range of about 12-13. It has also led to a large degree of certainty entering the market . All of these things have provided great support for the market today. Additionally, if we look at the large buying interest in IT stocks globally, there was a large sell-off in AI-related stocks .
For Indian ITI companies, we need to see that they have become a beneficiary of this anti-AI trade, and on that basis, a large- scale buying interest has once again entered these SaaS model companies. Anyway, if we look at the closing details of today's market, the Nifty 50 closed at 24175.70, a gain of seven points.
Yes, it is clear that the Indian stock market ended in profit. The information was given by Nikkei. Japan's huge investment of one lakh crore rupees is coming to the Indian economy. 120 agreements were signed. The 120 agreements were signed after the meeting between Prime Minister Narendra Modi and Japanese Prime Minister Sanai Takaichi at the 16th India-Japan Annual Summit.
The deal is preparing for a mega investment that will transform the Indian stock market and industrial sector, including semiconductors, artificial intelligence, and clean energy . According to Japan's Deputy Chief Cabinet Secretary Masanobu Ozaki, more than 150 leading Japanese companies will participate in this summit.
Fuji Film Company will set up a new semiconductor materials plant in India. Suzuki Company is moving forward with a new biogas project. AI startups in India and Japan will start joint application development. The financial world assesses that these investments will give a big boost to manufacturing infrastructure AI stocks in the Indian market in the coming days.
News Task MyFin TV Six sectors are preparing to jump on the market's comeback. Experts believe that history will repeat itself. Global challenges hit India at the beginning of this year. Similarly, in 2022, Nifty fell by a percentage point in the first half of the year, but recovered strongly in the second half and ended the year with gains.
Pankaj Pandey, Head of Research at ICICI Securities, and HDFC Dheeraj Reliance Securities MD and COO said that the reduction in geopolitical concerns and the stabilization of the rupee will pave the way for the return of foreign investors. Currently, the PE valuation of Nifty is at an attractive rate of 20 times.
The first of the major sectors that will lead this market return is banking and financials, they said. The increase in corporate loans and deposit mobilization will increase the profits of banks. Next is the capital goods infrastructure and defense sector. The government's huge capital investments and the increase in domestic defense manufacturing and exports through the Atmanirbhar Bharat scheme will strengthen this sector.
Both of them clarified that the rising demand for electricity in the country and the big change in the green energy sector will give strength to the power and renewable energy sector. Ajit Mishra of Reliance Broking also points out that the falling prices of materials such as metals, plastics and rubber will increase the margins of automobile companies.
The falling price of crude oil will increase the painting He also clarified that it will generate profits for FMCG companies. In this context, the stocks suggested by the expert panel are ICICI Bank HDFC Bank and Munnar PSCU Banks Maruti Suzuki Mahindra & Mahindra Apollo Tyres Asian Pains Pdilight Industries Tata Consumer Marico Nestle India Power Grid Corporation NDPC PFC REC Suzlon Inoxwin Lassen Tubo Siemens Cummins India Bharat Electronics HAL Sun Pharma Lubin Lementry Hotels Master Capital Services' Ravi Sim explains that in the coming months, the quality of the stocks we choose will determine the profitability rather than the general direction of the market.
News Desk MyFin TV is firm on its prediction that gold will advance in the long term and predicts that ADR will achieve the target of the dollar. World-renowned market expert and president of Yadeni Research Ed Yadeni says that the price of gold will rise to a record level of $1 per ounce by 2030, but only in the short term.
Gold may fall Geopolitical crises are driving up prices as central banks are hoarding large amounts of gold instead of dollars. Yadeni estimates that the stock market will also rise significantly this decade. Investors who make huge profits from the stock market will eventually shift that money to safe havens like bonds and gold.
This will also be favorable for gold. Previously, the price of gold had risen to $5,500 per ounce, but now it is at $4,000. This $4,000 is a very strong support level for gold. Although Yadeni had previously said that gold would touch $5,500 by the end of this year, he has now reduced it to $5,000. News Task MyFin TV The report says that the next six months are promising for the Indian market.
The coming months are a great opportunity for long-term investors, and the observation is that the market crash in the first half of this year was not due to the poor performance of Indian companies, but the war and crude oil. Vibul Bauer of Waterfield Advisors observes that rising prices, rupee depreciation and US tariffs have led to foreign investors withdrawing Rs 2.78 lakh crore during this period .
But the market's attention will now focus on corporate dividends and the implementation of government projects. Rupanraj Guru, Julius Baer India, says that falling commodity prices and a stable rupee will boost companies' profitability in the coming quarters. Although the El Nino phenomenon is a threat to the agricultural sector this year, the current strong monsoon is a relief, meaning the market's recovery will be gradual, says Karthik John Gadala of Condes.
The Nifty could reach a new record high of 27,100 to 27,400 by the end of 2026 . The Sensex is also likely to surge to levels between 88600 and 89500 . Shayam of Choice Broking clarified that it is crucial for this that the price of crude oil remains at $70-72 per barrel and the rupee stabilizes at $92-93 against the dollar.
News Desk MyFin TV The central government is accelerating the process of selling shares in public sector enterprises to mitigate the budgetary impact of the increase in oil prices. The central government is accelerating the process of selling shares in public sector enterprises to reduce the pressure on the budget in the context of rising global oil prices.
Eight public sector undertakings, including Life Insurance Corporation of India, Hindustan Zinc Limited and some government-controlled banks, are being considered for share sale. The government aims to raise Rs 100 crore through the sale of stake in LIC alone and Rs 5,000 crore from Hindustan Singh.
Reports say that government officials are in continuous discussions with investment bankers to decide the timing and pricing of the share sale. She also said that more bankers are being hired to prepare more state-owned companies for future sales. Meanwhile, sources said that authorities are considering inviting fresh auctions and lowering the base price after a previous attempt to sell a majority stake in IDBI Bank Limited was hampered by a lack of interested buyers.
They also clarified that only those who participated in the previous auction will have the opportunity to participate in the new auction . The government has raised nearly $2 billion through share sales in the three months to June, with a disinvestment target of Rs 100 crore for the 2026-27 financial year, according to reports.
According to data compiled by Bloomberg, this amount is more than the total amount received from share sales in each of the last three years. News Task MyFin TV Today's Gold and Silver Rates Gold prices in the state increased by Rs 140 per gram and Pawn by Rs 1120. One gram of gold rose to Rs 13180 and Pawn by Rs 40.
18-carat gold prices also recorded a proportional increase, increasing by Rs 115 per gram and Rs 86680 per gram of gold and Pawn by Rs 240 per gram. Main News Japan's huge investment of Rs 1 lakh crore into the Indian economy once again signed 120 agreements Experts say that history will repeat itself, saying that these six sectors are preparing to jump in the market's recovery Price hike Ediar, firm on his prediction that gold will advance on a long-term basis, predicts that the dollar will achieve its target Report that the next six months are promising for the Indian market, and the coming months are a great opportunity for long-term investors, and the observation The center aims to mitigate the budget impact by intensifying the steps to sell shares in public sector enterprises With this, the Evening Business News ends here. Namaskar is easy Let's grow our savings, download the MyFin TV app today.
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