China’s most-promising industries are facing a growing threat of trade restrictions from Western governments, blurring the outlook for stocks that have the potential to fuel the nation’s market growth. The sectors under scrutiny by Europe and the US are as wide-ranging as electric vehicles, wind and solar projects, medical devices and chips, but have one thing in common.

As April fast draws to a close, investors will keenly eye several stock market triggers in the fourth week of the month with the ongoing January-March quarter results for fiscal 2023-24 (Q4FY24), domestic and global macroeconomic data, developments around general elections 2024, impact of the Israel-Iran conflict, crude oil prices, US bond yields, and global cues.Domestic markets edged lower.

JSW Energy on Saturday said that its arm JSW Neo Energy has received a letter of award from NTPC for setting up a 700 MW solar project. With the latest project win, JSW Energy’s total locked-in generation capacity has increased to 13.3 GW of which 3.1 GW is solar power, a BSE filing said. According to the filing, JSW Neo Energy Limited, a wholly owned subsidiary.

The stock gave multibagger returns of 140 per cent in just 1 year whereas BSE Sensex Index is up by 23 per cent. Capacite Infraprojects Limited has secured a significant boost to its business with new orders totalling Rs 549 crore (excluding GST). This includes a Rs 256 crore contract for a luxury residential project in Worli, Mumbai from Macrotech Developers Ltd. (Lodha Group).

Tesla Inc has lowered prices across its line-up in China, according to its official website, following its price cut on Model Y, Model X and Model S vehicles in the United States. The starting price of the revamped Model 3 has been lowered to 231,900 yuan, down from 245,900 previously, the website showed. The Model Y is now selling with a starting price of 249,900 yuan.

The market rebounded sharply on the final day of the week on hopes that the Iran-Israel tensions may not see major escalation and on smart recovery in banking & financial services space. However, it was down 1.6 percent for the week ended April 19 partly due to FII selling and hawkish Fed comments. Sharp fall in technology index following TCS and Infosys earnings also weighed in.

With Wipro and Infosys’ results out this week, the fourth quarter earnings season will now pick up pace as the upcoming week will witness the results for Axis Bank, ICICI Prudential Life Insurance, Mahindra & Mahindra Financial Services, Tata Elxsi, along with 167 other companies.Other big players across sectors, like HUL, Indian Hotels, OFSS, Bajaj Finance among others will be seen.

Motilal Oswal Mutual Fund has submitted the needed paperwork to the Securities Exchange Board of India (SEBI) to launch five new mutual fund options. They hope to meet the varied needs and preferences of investors. These upcoming funds will include both index funds and an actively managed quantitative fund. This gives investors chances to explore different sectors and investment approaches.

The IDB said in a statement that the increased financing capacity will be supported by the offer of innovative financial instruments and by promoting the channeling of the IMF's Special Drawing Rights (SDRs) through MDBs.  The Inter-American Development Bank on Saturday said leaders of 10 multilateral development banks committed to take action in five critical areas.

Senior manager- commodity research at Kotak Securities The escalation of the Israel-Iran conflict and repricing of Federal Reserve interest rate cut expectations kept traders on edge this week. The Dollar held above 106 level as stronger than expected US retail sales and hawkish comments from Fed officials reinforced bets that the Fed will wait longer before starting.

"There are many sectors which look quite attractive over the next few years including engineering, capital goods, metals, infrastructure, cement, and logistics," Raghvendra Nath, Managing Director at Ladderup Wealth Management, said in an interview to Moneycontrol. He further said some of the sectors have lagged behind in the current rally, such as IT and FMCG.

By Ashwin Ramani, derivatives analyst at SAMCO Securities Amidst the possibility of an emerging third Geo-political conflict in the form of Iran-Israel, after prolonged Russia-Ukraine and Israel-Hamas wars, the last truncated trading week saw Nifty tanking 375 points. However, it showed a sign of reversal on Friday when it closed at 22,147.

With the Iran-Israel conflict dominating headlines, Nifty broke a four-week-long winning streak to end the holiday-shortened week 1.65% lower. Global sentiment remains subdued due to a robust US economy and persistent inflation, dampening hopes of a near-term Fed rate cut. Mid & small caps saw weakness as Q4 earnings expectations remained muted.

As the excitement of the Indian Premier League (IPL) sweeps the nation, there are similarities between the sport of cricket and the stock market that offer valuable lessons for investors. Just like cricket fans analyze every play and strategy on the field, investors can learn from the strategic moves of players and teams. Let's explore these connections and uncover the insights they provide.

India playbook 2024: Will India’s stupendous performance of FY24 repeat in FY25?FII ownership is at a decade low of 16.5%, Domestic India has started fueling the market with over $2 Bn of SIP inflow and another $1 Bn of pension funds monthly. Reuters and Bloomberg have included India in their emerging market debt index.