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Daily Report 4-Aug-22

OPEC+ nations agreed to increase output by 100,000 barrels per day. Oil prices were down by around 4% after U.S. data showed increase in Crude oil & gasoline stockpiles.

We would prefer to play momentum on Mid-cap & Small-cap stocks and remain cautious after almost 1000 points rally on Nifty.

OPEC+ nations agreed to increase output by 100,000 barrels per day.  Oil prices were down by around 4% after U.S. data showed increase in Crude oil & gasoline stockpiles.

BOE – Bank Of England expected to increase interest rate by 50 bps to 1.75%.  Growth and inflation forecast would be important to watch out for – BOE commentary.

VIX @ 18.45: requires alertness above 20 level.

Approach on Indices: SGX Nifty indicates opening around 17450.  Weekly options expiry today – Nifty range seen at 17400 – 17500 & Banknifty has highest OI @ 38000 strike price.

Market View: Result season continue to provide fresh triggers with result above market estimate.  Nasdaq – highest closing since 4-May-22.  BOE meeting today & RBI MPC Meeting outcome tomorrow at 10 AM key event.

We would prefer to play momentum on Mid-cap & Small-cap stocks and remain cautious after almost 1000 points rally on Nifty.

SGX Nifty @ 17496.50 up 57 points at 7:50 AM

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