Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | HCL Tech Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ InCred on HCLTech |
Change rating to Hold vs Add, cut target price to โ‚น 1,585 vs โ‚น 2,021.
๐Ÿ‘‰๐Ÿฟ Citi's neutral call on HCL Tech post Q4 results | Target price at โ‚น 1,510 per/share, new deal TCV strong in Q4 but still down 5% YoY. Management says, environment very uncertain; will look for opportunities in FY26.
๐Ÿ‘‰๐Ÿฟ Morgan Stanley's call on HCL Tech post Q4 results | Says to maintain equal-weight, with a target price of โ‚น 1,600 per/share. EBIT margin guidance is unchanged at 18-19% (in-line with forecast).
๐Ÿ‘‰๐Ÿฟ JPMorgan upgrades HCL Tech after Q4 results, sees value as a scale growth leader in FY26.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | AU SFB Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Nuvama on AU SFB |
Reduce, target price to โ‚น 530.
๐Ÿ‘‰๐Ÿฟ Morgan Stanley maintains 'overweight' rating on AU Small Finance Bank after Q4 results.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Swiggy Ltd.
๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Ambit initiates coverage on Swiggy with 'SELL' rating.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | M&M Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ HSBC's buy call on M&M |
Target price at โ‚น 3,320 per/share, Companyโ€™s earnings upgrade cycle is behind. Pick-up in BEV demand is key upside catalyst for stock. Valuations reasonable considering strong competitive positioning in Tractors, LCVs & SUVs
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | M&M Financial Services Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Investec maintains 'HOLD' rating on M&M Finance, hikes target price.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks To Watch in Trade Today
| Keep an eye on these stocks as they set the market abuzz.๐Ÿ“Š
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today

1. Bharti Airtel | Company's arm Bharti Hexacom has signed an agreement with Adani Data Networks to acquire 400 MHz Spectrum In 26 GHz Band from the company.
2. PFC, Gensol Engineering | Out of the โ‚น 587 Cr loan sanctioned to Gensol Engineering by Power Finance Corp, โ‚น 352 Cr was disbursed. Out of which Gensol has paid โ‚น 45 Cr in interest payments. A total of โ‚น 307 Cr is pending as of April 18 & PFC is actively trying to recover the pending payment.
3. IndusInd Bank | Bankโ€™s internal audit dept reviewing bank microfinance portfolio. Audit is about certain concerns which have been brought to bankโ€™s attention. EY is set to assist internal audit team & will not be conducting any forensic audit.
4. Balrampur Chini Mills | Company crushed sugarcane at 99.16 lakh MT for the sugar season 2024-25. net sugar produced was at 9.24 lakh MT & sugar sacrificed at 1.94 lakh MT for season that ended on April 20.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today

1. Ashoka Buildcon | Company received letter of acceptance worth โ‚น 569 Crore from the Central Railway.
2. Infosys | Company has incorporated step-down of wholly owned subsidiary Infosys Energy Consulting Services.
3. Aditya Birla Capital | Insurance Regulatory & Development Authority of India has granted the Certificate of Registration to act as Corporate Agent under the IRDAI.
4. Bank of India | Bank will consider fundraising via bonds by the end of this month.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
๐ŸŽ™ Market Experts Views & Voices | Rahul Chadha of Shikhara Investment Talks

โœ”๏ธ Need a US-China trade deal for a global risk on! Rahul Chadha of Shikhara Investment expects India markets to be a lot more discerning now, says the initial leg of re-rating is done!
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
๐ŸŽ™ Market Experts Views & Voices | Dinesh Khara, Former Chairman, State Bank of India Talks

โœ”๏ธ The industry has consistently reached out to the RBI, appealing to ensure that liquidity does not become a challenge. RBI has balanced the risk well, along with a collaborative approach Dinesh Khara, Former Chairman, State Bank of India.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
๐ŸŽ™ Market Experts Views & Voices | Vetri Subramaniam at UTI Asset Management Talks

โœ”๏ธ Credit growth can surprise on the upside over the next 2-3 years. Financial Stocks are in a sweet spot. Vetri Subramaniam discusses the market rebound & rally in financials. 13-14% earnings growth for FY26 could be challenging given the Global uncertainty, he adds.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐—บ๐—ฎ๐—ฟ๐˜ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜๐˜€ ๐—ก๐—ผ๐˜„ โ€“ ๐—ข๐—ฝ๐—ฒ๐—ป ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—”/๐—ฐ ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†!
Dear All | Stock markets are down but showing signs of recoveryโ€”this is the perfect time to start your trading account & invest at lower valuations for long-term gains.

Donโ€™t miss this opportunity to position yourself ahead of the uptrend. Letโ€™s get started today!

Contact us now to open your account & make the most of the market recovery.

Best Regards,
๐—ฅ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต ๐—ก๐—ฎ๐—ถ๐—ฟ @ ๐— ๐—ผ๐—ป๐—ฒ๐—ฃ๐—น๐—ฎ๐—ป ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜†
๐— ๐—ผ๐—ฏ. ๐Ÿณ๐Ÿฑ๐Ÿฌ๐Ÿฒ๐Ÿฎ๐Ÿฒ๐Ÿฑ๐Ÿฏ๐Ÿฒ๐Ÿฑ | ๐—˜๐— ๐—ฎ๐—ถ๐—น ๐—ฟ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต๐—ป๐—ฎ๐—ถ๐—ฟ๐Ÿณ๐Ÿฎ@๐—ด๐—บ๐—ฎ๐—ถ๐—น.๐—ฐ๐—ผ๐—บ
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
GIFT Nifty Morning Opening Updates |
GIFT Nifty lower, trading at a discount of more than 50 points from Nifty Futures Wednesday close, indicates a start in the red for the Indian market.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
FII's Vs DII's Daily Activity Track for 23rd April 2025 | In Equities, FNO & Futures Segment

โœ”๏ธ Foreign Investors continued to pump money into Indian equities for the sixth day in a row on April 23, even as Domestic Institutions flipped back to selling mode after a brief pause on April 21.
โœ”๏ธ FII's Net Bought shares worth โ‚น 3,333 Crore, while DII's offloaded โ‚น 1,234 Crore, NSE data showed.

โœ”๏ธ During the trading session of April 23, FII's Bought shares worth โ‚น 17,507 Crore & Sold shares worth โ‚น 14,174 Crore. DII's Purchased shares worth โ‚น 15,150 Crore & Sold shares worth โ‚น 16,385 Crore.
โœ”๏ธ For the year so far, FII's have been Net Sellers of shares worth โ‚น 1.53 Lakh Crore, while DII's have Net Bought โ‚น 1.97 Lakh Crore worth of shares
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
US Markets Closing Updates | ๐Ÿ”ฐ Positive Signals from Global Markets

๐Ÿ‡บ๐Ÿ‡ธ Strong rally in America
๐Ÿ‡บ๐Ÿ‡ธ Rise despite heavy profit booking at day's high
๐Ÿ‡บ๐Ÿ‡ธ US markets rise for the second day, Dow rises 419 points, Nasdaq jumps 407 points
๐Ÿ‡บ๐Ÿ‡ธ Rise on hopes of reduction in tariff war between US and China
๐Ÿ‡บ๐Ÿ‡ธ Trump also hinted at tariff relief to China
๐Ÿ‡บ๐Ÿ‡ธ Shares of Apple, NVIDIA, Amazon, Tesla rose up to 5%
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Asian Markets Morning Opening Updates |
Asian markets trade Mixed in Morning Trade.
โ–ช๏ธAsia-Pacific markets traded mixed Thursday, tracking gains on Wall Street as a possible thaw in U.S.-China trade war fuels investor optimism.
โ–ช๏ธJapanโ€™s benchmark Nikkei 225 rose over 1%, extending the previous dayโ€™s gains. The Topix added 0.81%.
โ–ช๏ธSouth Koreaโ€™s KOSPI slipped 0.47% while the small-cap KOSDAQ dipped 0.15%.
โ–ช๏ธAustraliaโ€™s S&P/ASX 200 rose 0.56%.
โ–ช๏ธHong Kongโ€™s Hang Seng index slipped 0.29% while mainland Chinaโ€™s CSI 300 traded flat.
โ–ช๏ธSouth Koreaโ€™s GDP contracted 0.1% in the first quarter of 2025, according to advance figures released Thursday, missing the 0.1% rise expected by a Reuters poll.

South Koreaโ€™s first-quarter GDP contracts 0.1% as construction activity plunges
โ–ช๏ธ
South Koreaโ€™s GDP contracted 0.1% year on year in the first quarter, according to advance figures, marking the first contraction in its economy since the fourth quarter of 2020.
โ–ช๏ธThe GDP figure missed the 0.1% rise expected in a Reuters poll & is a reversal compared to the 1.2% rise in the last quarter of 2024.
โ–ช๏ธData from the Bank of Korea showed that the drop was mostly due to a fall in construction, with the sector contracting 12.4% year on year.
โ–ช๏ธOn a quarterly basis, GDP shrank 0.2%, reversing from the 0.1% gain in the last quarter of 2024.

China indicates openness to trade talks with U.S.
โ–ช๏ธ
In the latest development on potential de-escalation of the global trade war, China signaled it was open to trade talks with the U.S.
โ–ช๏ธHowever, the nation also underscored that it would not negotiate if the U.S. continued to make threats.
โ–ช๏ธโ€œChinaโ€™s attitude towards the tariff war launched by the U.S. is quite clear: We donโ€™t want to fight, but we are not afraid of it. If we fight, we will fight to the end; if we talk, the door is wide open,โ€ said Foreign Ministry spokesperson Guo Jiakun, according to Dow Jones.
@t.me/MonePlan : Stock Markets & Investments Updates with MonePlan :
U.S. Markets Closing Updates | Dow closes 400 points higher, but ends session well off the highs of the day
๐Ÿ‡บ๐Ÿ‡ธ Stocks rose Wednesday on hopes that U.S.-China trade tensions could soon ease, while President Donald Trump signaled he does not plan to remove Federal Reserve Chair Jerome Powell from his post as Central Bank leader.
๐Ÿ‡บ๐Ÿ‡ธ The Dow Jones Industrial Average popped 419.59 points, or 1.07%, to close at 39,606.57.
๐Ÿ‡บ๐Ÿ‡ธ The S&P 500 climbed 1.67% to end at 5,375.86 & the Nasdaq Composite rallied 2.50% & settled at 16,708.05.
๐Ÿ‡บ๐Ÿ‡ธ All three indexes posted back-to-back gains.
๐Ÿ‡บ๐Ÿ‡ธ However, the major averages ended the session well off their highs.
๐Ÿ‡บ๐Ÿ‡ธ At one point Wednesday morning, the blue-chip Dow added more than 1,100 points & the S&P 500 was up 3.44%.

๐Ÿ‡บ๐Ÿ‡ธ Trump said Tuesday he is willing to take a less confrontational approach to trade talks with China, noting that the current 145% tariff on Chinese imports is โ€œvery high & it wonโ€™t be that high. โ€ฆ No, it wonโ€™t be anywhere near that high. Itโ€™ll come down substantially. But it wonโ€™t be zero.โ€
๐Ÿ‡บ๐Ÿ‡ธ Treasury Secretary Scott Bessent also said Wednesday that both countries have the chance to make โ€œa big dealโ€ on trade. โ€œIf they want to rebalance, letโ€™s do it together,โ€ he said.
๐Ÿ‡บ๐Ÿ‡ธ The Wall Street Journal also reported Wednesday, citing a White House official, that the administration was considering reducing China tariffs to between 50% & 65%. A White House official later told CNBC that such a move would have to be bilateral, however, with China lowering trade barriers as well.
๐Ÿ‡บ๐Ÿ‡ธ Stocks with higher exposure to China that have sold off in recent weeks rallied. This included โ€œMagnificent Sevenโ€ titans Apple & Nvidia which were up over 2% & more than 3%, resp.
๐Ÿ‡บ๐Ÿ‡ธ Shares of Tesla popped 5% also due to easing tariff pressures & after CEO Elon Musk said during the companyโ€™s Tuesday earnings call that his time spent running Trumpโ€™s so-called Department of Government Efficiency will drop โ€œsignificantlyโ€ starting next month.

๐Ÿ‡บ๐Ÿ‡ธ Investors breathed a sigh of relief as Trump also said he has โ€œno intentionโ€ of firing Powell, whose term as Fed chair will end in May 2026.
๐Ÿ‡บ๐Ÿ‡ธ The comment is a reversal of sorts for the President, who fired off barbs against Powell as recently as Monday, calling the Central Bank leader a โ€œmajor loserโ€ & demanding that interest rates come down.
๐Ÿ‡บ๐Ÿ‡ธ Just last week, Trump said in a Truth Social post that Powellโ€™s โ€œtermination cannot come fast enough.โ€
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Indian Indices Closing Updates for 22nd April 2025 | Nifty above 24,300, Sensex gains 521 points; IT stocks rally.
โ–ช๏ธIndian equity indices ended on strong note with Nifty above 24,300 on April 23.
โ–ช๏ธAt close, the Sensex was up 520.90 points or 0.65% at 80,116.49 & the Nifty was up 161.70 points or 0.67% at 24,328.95.
โ–ช๏ธOn the sectoral front, IT index jumped 4%, Auto Index added more than 2%, while PSU Bank, Consumer Durables down 0.5-1%.
โ–ช๏ธHCL Technologies, Tech Mahindra, Tata Motors, Wipro, Infosys were among biggest gainers on the Nifty, while losers were HDFC Bank, Kotak Mahindra Bank, Axis Bank, SBI, Grasim Industries.
โ–ช๏ธBSE Midcap index rose 1% & Smallcap index was up 0.2%.
โ–ช๏ธWhile US-China trade tensions appear to be easing, a rally in US tech stocks has further bolstered overall Global market sentiment.