Persistence facilitates Transformation

– Dr. Radhika

---

Global Markets

YTD Performance

US is seeing repeat of “The Internet” decade from 1990-2000 with rally in US100 / Tech / AI / Semiconductor stocks

Market Breadth

New Highs / New Lows

2025 starts with a bang…the Indices are rallying as the NNH is back in the positive domain.

People are back to buying cars and farmers are going after tractors.

Nifty 500

The Market

2025 marks the start of a new uptrend….atleast for now with the bottom confirmed on 21/11/24

We’re now playing a range of 22685 – 22950.

The inverted H&S speaks a lot about where the price may be going.

---

3-Macros

$₹ / Gold / Oil

We look at the 3 Macros that affect Indian market viz., $₹ / Gold / Oil

USD/INR : are we topping out here or is it too early ?

Gold : sideways

Oil : crossing $74 as Trump takes office this month

Sectors

Performance

We compare YTD-RS vs 3M-RS to check sector rotation in market.

YTD Basis : Auto, ConsumrDurables, Oil&Gas

3M Basis : IT, Pharma, ConsumrDurables

Top Investing ideas for next week

M&M

Daily Chart

Ipcalabs

Daily Chart

Paradeep

Weekly chart

SBGLP

Weekly Chart

Your Job is to find ONE stock and handle it well.