Your Weekly Stock Markets Rundown: 📊 Q4 Earnings Kick Off Amid Global Jitters! Infosys, HDFC Bank, ICICI in Focus

• Cautious Start to Q4 FY25: Tata Consultancy Services (TCS) reported a sequential decline in constant currency revenues due to business uncertainty and reduced discretionary spending by clients, setting a cautious tone for the earnings season.

• IT and Banking in Focus: Infosys, Wipro, ICICI Prudential Life Insurance, Waaree Renewable Technologies, HDFC Life Insurance, HDFC Bank, ICICI Bank, and Yes Bank are slated to release their March 2025 quarter results.

• Macro Data Highlights: Key releases include Canada, Eurozone, and South Korea interest rate decisions, OPEC and IEA oil market reports, India wholesale price inflation, China GDP, US retail sales, and export-import prices.

• Global Trade Tensions: The ECB has flagged potential inflation risks from US tariffs, influencing market sentiment.

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India’s wholesale price inflation rose to 2.38% in February 2025, and the upcoming March data on April 15 could signal further price pressures amid global trade uncertainties.

Important Observations and Market Sentiments: Editor Special

• Earnings Uncertainty: TCS’s weak Q4 performance suggests a challenging global demand environment, with Infosys and Wipro results on April 17 and 16, respectively, expected to provide further clarity.

• Banking Sector Watch: HDFC Bank, ICICI Bank, and Yes Bank results on April 19 will be critical, especially with potential RBI policy spillovers from global rate decisions.

• Oil Market Dynamics: OPEC and IEA reports on April 14 and 15 could influence energy stocks and inflation expectations.

• Central Bank Moves: Interest rate decisions from Canada, the Eurozone, and South Korea (April 16-17) will reflect responses to US tariffs and economic slowdown risks.

• China and US Data: China’s GDP and US retail sales (April 16) will gauge global growth, while US export-import prices (April 15) may signal trade war impacts.

👀Stocks to Focus:

• IT Sector: Infosys and Wipro for insights into global IT demand trends; TCS may see follow-through reactions.

• Banking Stocks: HDFC Bank, ICICI Bank, and Yes Bank for domestic financial health amid global rate shifts.

• Insurance and Renewables: ICICI Prudential Life, HDFC Life, and Waaree Renewable Technologies for sector-specific performance.

• Energy Stocks: Reliance Industrial Infrastructure for potential oil market-driven movements.

📜 Summary:

The week of April 14-18, 2025, marks a pivotal start to the Q4 FY25 earnings season, with TCS’s cautious results setting the stage. Investors will eye Infosys, Wipro, and major banks like HDFC Bank and ICICI Bank for further cues. Macro data, including interest rate decisions from Canada, the Eurozone, and South Korea, OPEC/IEA oil reports and key economic indicators from India, China, and the US, will shape global sentiment. With trade tensions and inflation risks in focus, the market outlook remains cautious, with opportunities in resilient banking and defensive sectors.

🚀 Stay cautious, watch key events, and trade wisely!

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