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Daily Report 13-Jan-23

Indian market ended with loss of around 0.21% to 0.36% on weekly index options expiry for Nifty & Banknifty, Nifty tested fresh lows of 17775 and made new low.

Wall Street ended volatile, yet range bound session with minor gains of 0.34% to 0.64% reacting to US CPI & Core CPI inflation data.

Wall Street ended volatile, yet range bound session with minor gains of 0.34% to 0.64% reacting to US CPI & Core CPI inflation data.  

US CPI Inflation data: Actual @ 6.5% Vs estimate @ 6.5%.  Core CPI – Actual @ 5.7% Vs estimate of 5.7% – in-line with market estimate.

India’s CPI inflation data @ 5.72% at 12 months lows.  IIP data for November: Actual @ 7.1% Vs estimate of 2.7%.

INFY Q3FY23: Up revenue guidance to 16% – 16.5%, maintain operating margin guidance.  INFY profit rises to 9.2%, INFY ADR up 1.55%.

HCLTECH Q3FY23: beat market estimate, Revenue up 8.1%, EBIT margin 19.58% Vs 18.5% of estimate.  

VIX @ 15.25: need to turn cautious if cross above 16.

Approach on Indices: holding on to critical support level, global cues positive and SGX Nifty indicate only 30 – 40 points opening.  Trade setup indicate major rally today.

Market View: We expect major rally on indices today and continue to focus on Mid-Cap & Small-Cap stocks with a view on Budget.  Earnings season to start in full swing from next in India and globally.

SGX Nifty @ 17958.50 up 40.50 points at 8:00 AM

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