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印度股票策略:市场与宏观经济的分歧-India Equity Strategy Playbook-The Rift Between the Market and the Macro
2026-03-06 02:02
The Rift Between the Market and the Macro The Indian equity market has digested a lot of good news…: Earnings growth is already turning after a six-quarter mid-cycle slowdown and is likely to accelerate further into 2026, driven by reflationary policies of the RBI and the government via rate cuts, bank deregulation and liquidity infusion, continuing capex, tax cuts and relatively stimulating budget. Thus, India's hawkish macro set up post-Covid has unwound. The trade deals and thawing of relations with Chin ...
Investors should react aggressively if market breaks $6,150, says JPMorgan's Jason Hunter
CNBC Television· 2025-08-07 20:07
World, sponsored by Crypto. com. >> All right.Welcome back. Technically speaking, stocks are still in an uptrend. But that doesn't mean risks aren't lurking in the charts.Jason Hunter, head of technical strategy for JP Morgan, joins us now. Welcome back. >> Thanks for having me Scott.>> So the key area 6150 to 6200. We're at 6327 as we speak. Why are you watching that.>> So that's you know, we're the big supporters right now. The 50 day moving average. There's uptrend line support in that area.That's really ...
Sempra: All Eyes On The Q1 Report Following The February Plunge
Seeking Alpha· 2025-04-17 01:50
Group 1 - Utilities (XLU) is one of only three S&P 500 sector ETFs that is up for the year, indicating strong performance in a generally declining market [1] - Despite a significant rebound in US equities since last week's lows, most sectors are experiencing notable declines, highlighting the defensive nature of utilities [1] - The trend suggests that defensive sectors like utilities remain in vogue as investors seek stability amid market volatility [1]