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Your Weekly Stock Markets Rundown: Donald Trump Returns to the White House!
January 20- 24, 2025
thestock whisperers
January 19, 2025
January 20- 24, 2025
Earnings in Focus Amid Swearing Ceremonies & PMI Insights!
Domestic Uncertainty: Benchmark indices remain on edge as Q3 earnings slow, and markets will examine the Union Budget and global inflation data in the coming weeks.
US Transition: Donald Trump takes oath as the 47th US President, sparking optimism about renewed market stability.
Global Markets Rally: Key indices, including Japan’s Nikkei, US S&P 500, and Nasdaq, record significant gains.
Key Data Points: PMI data, consumer confidence, and jobless claims in the US and Eurozone will guide global sentiments.
📅 Key Events This Week
Day | Event | Details |
|---|---|---|
Monday, Jan 20 | Donald Trump Swearing Ceremony | 47th President of the US assumes office. |
Earnings: Dixon Tech, IOB, Paytm, L&T Finance, Oberoi Realty, Zomato | Major players across diverse sectors announce quarterly results. | |
Tuesday, Jan 21 | Earnings: Tata Tech | Tata Group's tech arm will share the results. |
UK Unemployment Rate | November data is awaited after the rate held steady at 4.3% previously. | |
Wednesday, Jan 22 | Earnings: HDFC Bank, HUDCO, HUL, Persistent Systems, Polycab | Key earnings to reflect banking and FMCG sector trends. |
Thursday, Jan 23 | Earnings: Adani Green, Dr Reddy’s Labs, HPCL, Ultratech | Crucial updates from the pharma, energy, and cement sectors. |
Euro Area Consumer Confidence | Flash reading for January is expected to guide sentiment. | |
US Initial Jobless Claims | Data for the week ending Jan 11 to offer insights into US labor market health. | |
Friday, Jan 24 | Earnings: JSW Steel, Godrej Consumer, Laurus Labs | Earnings across steel and consumer sectors are the focus. |
Manufacturing PMIs | India, US, UK, and Euro Area flash estimates for January to be declared. | |
India Forex Reserves | Updates on reserves after the recent dip below $640 billion. | |
Saturday, Jan 25 | Earnings: ICICI Bank, Yes Bank, JK Cement | Banking and cement majors to cap off the week’s announcements. |
📊 Important Observations & Market Sentiments
Q3 Earnings Slowdown: Softer results weigh on benchmarks; recovery expected post-Q2 2025.
Global Optimism: A rally in global indices reflects easing recession fears despite macro uncertainties.
Domestic PMI Watch: Manufacturing PMI data critical for gauging industrial momentum.
🤔 DO YOU KNOW?
Donald Trump is set to become the first former US President to return to the White House, reclaiming office after a single-term gap since Grover Cleveland in 1893.
📉 Stocks to Focus On
HDFC Bank: Quarterly earnings to provide insights into India’s largest private sector bank's growth.
Polycab: Strong demand for electricals likely to support robust results.
Zomato: Under scrutiny as consumer spending dynamics evolve post-festive season.
📜 Summary
The week centers on earnings, global economic data, and PMI insights, with key market movements expected around US political transitions and domestic indicators. As markets brace for interim turbulence, fund managers remain optimistic about a positive close to 2025.
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.