HDFC Securities

Stock Market Updates

Stay updated with the latest happenings in the world of stock markets with our expert analysts

Author

HDFC Securities

Category

Business

Podcast website

www.hdfcsec.com

Latest episode

Jul 6, 2026

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Episodes

Opening Bell - 04 / 02 / 25 04.02.2025

Opening Bell - Daily Morning Commentary Short covering to propel markets higher The major US stock indexes closed lower on Monday, but partly recovered from initial steeper losses. U.S. President Donald Trump suspended his threat of steep tariffs on Mexico and Canada, agreeing to a 30-day pause in return for concessions on border and crime enforcement with the two neighbouring countries. President...

Opening Bell - 03 / 02 / 25 03.02.2025

Opening Bell - Morning Commentary Tumultuous Week ahead - Trump Tariffs Trigger Trade war Global markets face significant turbulence following U.S. President Donald Trump's announcement of new tariffs: 25% on Canadian and Mexican imports, and 10% on Chinese goods. U.S. stock futures have fallen sharply in response, potentially setting the stage for a volatile week in global equities. Canada ha...

Opening Bell - 01 / 02 / 25 01.02.2025

Opening Bell - Daily Morning Commentary Trump's Tariff Move Rattles Global Markets US Stocks tumbled on Friday afternoon after the White House’s confirmation of tariffs against Canada, Mexico and China would take effect on Saturday. It caught markets off guard as most had been hoping that Trump wouldn't follow through on his earlier threat to impose tariffs on Feb. 1 U.S. Commerce Departme...

Opening Bell - 31 / 01 / 25 31.01.2025

Opening Bell - Daily Morning Commentary Market Mosaic - US Economy, Tech Earnings, and Shot Build-up before the Budget. Dalal Street braces for action-packed session with multiple market-moving events in focus this week. U.S. equity markets advanced Thursday, buoyed by robust fourth-quarter GDP data and mixed corporate earnings. The economy grew at a 2.3% annualized rate in the fourth quarter, mod...

Opening Bell - 30 / 01 / 25 30.01.2025

Opening Bell - Morning Commentary Brace for volatility The Federal Open Market Committee (FOMC) maintained its target range for the federal funds rate at 4.25%-4.5%. The Fed also made no change to its balance-sheet-reduction program, known as quantitative tightening (QT). Fed Chair Powell took a measured stance in his post-meeting press conference, acknowledging progress in inflation cooling while...

Opening Bell - 29 / 01 / 25 29.01.2025

Opening Bell - Daily Morning Commentary Markets recover from Deepseek Selloff US Equity markets finished higher on Tuesday, as technology stocks rebounded from sell-off that was sparked by Chinese AI startup DeepSeek, a low-cost Chinese artificial intelligence model that could threaten the dominance of U.S. rivals. Some investors hunted for bargains after record-breaking wipeout. The Federal Open...

Opening Bell - 28 / 01 / 25 28.01.2025

Opening Bell - Morning Commentary Relief Rally at the opening DeepSeek's introduction of a free, open-source AI model has rattled the technology sector, with the Chinese company claiming capabilities comparable to ChatGPT at substantially lower development costs. The announcement triggered a massive selloff in technology stocks, particularly affecting industry leader Nvidia, which suffered an...

Opening Bell - 27 / 01 / 25 27.01.2025

Opening Bell - Morning Commentary Trump slaps 25% tariffs on Colombia – Rattles global markets. Trump’s abrupt tariff announcement rattled global markets as he ordered his administration to impose tariffs and sanctions on Colombia hours after its president refused to allow two military planes carrying deported migrants to land, punishing a US security partner for stepping even partially out of lin...

Opening Bell - 24 / 01 / 25 24.01.2025

Opening Bell - Daily Morning Commentary First signs of semblance American stock market rally saw further gains Thursday. The S&P 500 finished the day up 0.5%, surpassing its previous record finish of 6090. President Donald Trump, speaking remotely at the World Economic Forum in Davos, reiterated plans for tax cuts and tariff hikes. U.S. crude oil prices fell 1.1% to $74.62 per barrel, followin...

Opening Bell - 23 / 01 / 25 23.01.2025

Opening Bell - Daily Morning Commentary S&P 500 hits fresh highs Wall Street's indexes rose on Wednesday, with the benchmark S&P 500 hitting an intraday record high. Investors cheered streaming video provider Netflix's quarterly report and President Donald Trump's private-sector artificial intelligence infrastructure investment plan. US President Donald Trump announced a ground...

Opening Bell - 22 / 01 / 25 22.01.2025

Opening Bell - Morning Commentary Absence of any explicit orders on tariffs buoyed US markets American stocks reacted positively to what appears to be a more measured rollout of trade policy from the Trump administration. Soon after taking over as the 47th US President today, Donald Trump signed a record number of executive orders, covering a wide range of topics, from requiring federal workers to...

Opening Bell - 21 / 01 / 25 21.01.2025

Opening Bell - Daily Morning Commentary Dollar Weakens as Trump Delays Tariffs Donald Trump took oath as the 47th President of the United States. US markets were closed for Martin Luther King Jr public holiday. The dollar tumbled on Monday after incoming U.S. administration did not impose new trade tariffs on the first day in office, alleviating some fears of an immediate blitz. The euro moved str...

Opening Bell - 20 / 01 / 25 20.01.2025

Opening Bell - Morning Commentary Markets struggled to make headway U.S. equity markets closed modestly lower Thursday following retail-sales data for December. Headline retail sales rose by 0.4% for the month. A slide in tech mega caps dragged down the market. Apple lost 4% in its worst day since August, dragged the Nasdaq Composite 0.89% lower. On the corporate front, fourth-quarter earnings fro...

Opening Bell - 17 / 01 / 25 17.01.2025

Opening Bell - Morning Commentary Markets struggled to make headway U.S. equity markets closed modestly lower Thursday following retail-sales data for December. Headline retail sales rose by 0.4% for the month. A slide in tech mega caps dragged down the market. Apple lost 4% in its worst day since August, dragged the Nasdaq Composite 0.89% lower. On the corporate front, fourth-quarter earnings fro...

Opening Bell - 16 / 01 / 25 16.01.2025

Opening Bell - Morning Commentary A Change in the Wind Our planet's 23.44-degree axial tilt orchestrates nature's grand seasonal dance. As the sun traverses from south to north across the equator, it heralds winter's end and summer's approach, bringing longer days and warmer skies. This celestial transition traditionally sparks joyous kite-flying celebrations, as shifting winds car...

Opening Bell - 15 / 01 / 25 15.01.2025

Opening Bell - Daily Morning Commentary All eyes on US CPI Global equity markets posted modest gains ahead of U.S. Consumer Price Index (CPI) release, with small- and mid-cap stocks leading the advance. Throughout the trading session, markets fluctuated as investors weighed upcoming inflation data and corporate earnings reports against current stock valuations and economic indicators. While the S&...

Opening Bell - 14 / 01 / 25 14.01.2025

Opening Bell - Morning Commentary Pullback rally on cards – Immediate resistance at 23340 American Stocks ended mixed - with the S&P 500 shaking off earlier losses to post its biggest intraday comeback in four months. The technology-heavy Nasdaq lagged the broader S&P 500 and Dow Jones. Oil futures settled Monday at their highest in about five months, buoyed by expectations that the latest...

Opening Bell - 13 / 01 / 25 13.01.2025

Opening Bell - Morning Commentary Markets to open lower on concerns over slower GDP growth and slowdown Q3 earnings. The Indian equity markets witnessed heightened volatility and ended the week with significant losses pressured by selling in financials and energy stocks. Concerns over India’s Currency and GDP growth projections pointing to a four-year low dampened market sentiment. Expected slowdo...

Opening Bell - 10/ 01 / 25 10.01.2025

Opening Bell - Daily Morning Commentary Make or Break day for the Indian markets Crucial nonfarm payroll data in US American markets observed holiday on Thursday to honour the death of former President Jimmy Carter, and trading volumes were thin in futures markets. Equity markets are softer amid persistent concerns over a slower pace of interest rate cuts in 2025, with upcoming nonfarm payrolls da...

Market Savera - 09 / 01 / 25 09.01.2025

Opening Bell - Daily Morning Commentary Earnings season to call the shots American stocks were mixed after a muted session on Wall Street, as the minutes of the Fed’s December meeting struck a hawkish chord, while also raising some concerns over the impact of Trump's planned tariffs. Gains in the Healthcare, Industrials and Telecoms sectors led shares higher while losses in the Technology, Oil &am...

Market Savera - 08 / 01 / 2025 08.01.2025

“JOLTs” Job report jolts US markets. Indian markets likely to open soft - expected to find buying support at lower levels

Market Savera - 07/ 01/ 25 07.01.2025

Daily Morning Commentary Retail traders overreact to virus fears -markets are set to open modestly higher. First about the global markets – US markets rose to more than one-week highs, boosted by a rally in semiconductor stocks and a report that suggested the incoming Trump administration could adopt a less aggressive tariff stance than expected. A rally in the world’s largest tech companies lifte...

Market Savera - 06/ 01/ 25 06.01.2025

Daily Morning Commentary Bulls’ resolve will be tested! Indian equity markets demonstrated resilience in the first trading week of 2025, minorly built on its gains of the last week by rising a percent. All three US indices closed on a positive note on Friday, with S&P 500 snapped its five-day losing streak. President-elect Trump's January 19 pre-inauguration rally is expected to unveil major p...

Market Savera - 03/ 01/ 25 03.01.2025

Daily Morning Commentary US Stocks Dip on Rising Yields, Strong Dollar, and Economic Slowdown All three major U.S. stocks ended their first session of new year in negative territory, though they managed to recover somewhat from their session lows. Wall Street faced multiple headwinds: Treasury yields climbed to seven-month highs, the dollar reached its strongest level in two years, and crude oil p...

Market Savera - 02/ 01/ 25 02.01.2025

Daily Morning Commentary Indian markets likely to open lower on weak global cues, though recovery possible due to short covering. Most Asian markets are subdued in their first session of 2025. Major financial markets in the US and around the globe were closed for New Year celebrations on the 1st January. Back home, December month’s gross GST inflows, for transactions undertaken in November, were a...

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