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Your Weekly Stock Markets Rundown: Earnings Kickstart & Macro Buzz Steal the Spotlight!
January 13–17, 2025
thestock whisperers
January 11, 2025
January 13–17, 2025
Earnings Kickstart & Macro Buzz Steal the Spotlight!
Earnings Season Begins: TCS sets a positive tone with strong orders and optimism for 2025. Major IT and banking companies follow suit with quarterly results.
IPO Action: New listings from Standard Glass Lining, Quadrant Future Tek, and Capital Infra Trust, while Laxmi Dental opens its public issue.
Key Macro Data: Inflation, export-import, and banking growth figures from India, along with US and China data, dominate the economic calendar.
Global Watch: South Korea’s interest rate decision and US retail sales to provide insights into global economic trends.
📅 Key Events This Week
Day | Event | Details |
|---|---|---|
Monday, Jan 13 | HCL Technologies Results | It kicks off the week with earnings; strong IT growth is anticipated. |
India Inflation Data | Consumer inflation is expected to ease further in December 2024. | |
IPO Updates | Laxmi Dental IPO opens; Standard Glass Lining shares to list. | |
Tuesday, Jan 14 | HDFC AMC, Network18 Results | Earnings season broadens to financials and media sectors. |
India Wholesale Inflation | Wholesale prices are likely to reflect easing pressures seen in November. | |
IPO Listings | Quadrant Future Tek and Capital Infra Trust debut on exchanges. | |
Wednesday, Jan 15 | HDFC Life, CEAT, L&T Tech Results | Focus shifts to the insurance, auto, and engineering sectors. |
India Export-Import Data | December trade numbers to indicate economic activity trends. | |
US Inflation Data | Crucial December CPI figures to influence global markets. | |
Thursday, Jan 16 | Infosys, Axis Bank Results | Major IT and banking earnings to guide market sentiment. |
South Korea Rate Decision | Central bank policy insights amid global economic shifts. | |
US Retail Sales Data | Updates on consumer spending for December 2024. | |
Friday, Jan 17 | SBI Life, Wipro, Tech Mahindra Results | IT and insurance majors conclude the week’s earnings spree. |
China GDP Data | December quarter growth figures to shape the global outlook. | |
RBI Bank Lending & Deposits | Data to reflect domestic banking trends. | |
Saturday, Jan 18 | Kotak Mahindra, RBL Bank Results | Bank earnings wrap up the week on a high note. |
💡 Sector Highlights
IT Sector: With TCS leading the pack, Infosys, Wipro, and Tech Mahindra results will give a clearer outlook for 2025.
Banking & Insurance: Axis Bank, Kotak Mahindra Bank, and SBI Life Insurance results to indicate financial sector performance.
Primary Markets: IPOs and listings to excite retail and institutional investors.
📊 Important Observations & Market Sentiments
Earnings Expectations: TCS’s positive outlook sets a hopeful tone, but global uncertainties keep investors cautious.
Inflation Data: December’s easing inflation numbers may temporarily relieve equity markets.
China’s Slowdown: GDP data is expected to confirm the ongoing slowdown, adding pressure on the global growth outlook.
🤔 DO YOU KNOW?
India's export growth slowed in November, reflecting global trade challenges, but domestic manufacturing showed resilience with stable industrial production.
📉 Stocks to Focus On
TCS: Strong order book and optimistic outlook make it a key IT player for 2025.
Axis Bank: Focus on quarterly results amid expectations of solid performance.
SBI Life Insurance: Earnings to shed light on insurance sector growth trends.
📜 Summary
The week’s focus shifts to corporate earnings, inflation data, and IPO action, providing opportunities for investors to align their strategies. Positive cues from IT and banking sectors could counter global uncertainties, but macro challenges like inflation and China’s slowdown remain critical.
Stay Informed, Stay Ahead 🚀
😊Thank you for subscribing to our Weekly Stock Markets Rundown. Stay tuned for next Saturday.
Disclaimer: The Stock Whisperers is a media platform providing educational and informational content related to the stock market. We do not offer investment advice, stock recommendations, or tips. Readers should consult a SEBI-registered advisor before making any investment decisions.