Stock market today: BSE Sensex closes over 840 points up, Nifty50 nears 21,900

Stock market today: Indian benchmark indices, Sensex and Nifty, witnessed a sharp rise on Friday following the impressive December quarter results of IT giants TCS and Infosys. Despite concerns over weak global markets and higher-than-expected US inflation data, investor sentiment remained unaffected.














Stock market today: Indian benchmark indices, BSE Sensex and Nifty50, witnessed a significant surge on Friday, with the Sensex rallying over 900 points and the Nifty breaking its previous all-time high. The 50-share pack index reached a peak of over 21,928, led by gains in heavyweights TCS and Infosys.BSE Sensex closed the trading day at 72,568.45, up 847 points or 1.18%

Nifty50 too was up 1.14% or 247 points at 21,894.55. While BSE Sensex hit an intraday high of 72,720.96, Nifty50 saw a high of 21,928.

In dollar terms, the Indian stock market is now valued at around $4.49 trillion, positioning itself to potentially surpass Hong Kong as the world's fourth-largest hub of equities, according to an ET report.

The Nifty IT sector emerged as the top gainer, surging by about 5%, with Infosys gaining around 8% and Coforge by 5%. Other IT stocks such as Tech Mahindra, Wipro, TCS, Mphasis, and LTIMindtree also experienced gains of about 4% each. The market rally was primarily triggered by the strong buying interest in IT stocks following the inline results of Infosys and the positive surprise from TCS. Experts predict that the recent quarters' strong deal wins will gradually translate into revenue in the coming quarters, further strengthening the sector.

The sustainability of this rally will depend on the ongoing December quarter earnings season, which is expected to be a crucial factor driving market returns in the near term. The recent substantial increase in the shares of Reliance Industries (RIL) has also provided support to the index. Additionally, market participants will closely monitor the HDFC Bank results on January 16th for insights into the direction of Bank Nifty.


V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services stated that the resilience in IT stocks and strength in Reliance will enable Nifty to consolidate around 21,600 levels. HDFC Bank results on January 16th will be keenly watched by the market for cues in the direction of Bank Nifty.
The US Department of Labor's consumer price index (CPI), a crucial indicator of inflation, showed a 3.4% increase compared to the previous year, surpassing November's figure.
While the US market remained relatively unchanged due to higher-than-expected inflation, Japan's Nikkei share average reached a new 34-year peak on Friday, influencing positive sentiments in the Indian market.
The US CPI inflation inching up to 3.4% YoY is slightly negative from the global equity market perspective. The rate cut expected from the US Fed in March this year may not materialize. It is likely to be postponed to June, and therefore, rate cuts by the MPC will also get delayed, said Vijayakumar.
Wall Street equities closed with little change after data revealed that headline CPI rose above estimates at 0.3% in December, resulting in an annual gain of 3.4%.

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