NEW DELHI: Crude oil prices, rupee and macroeconomic data turned out to be a boon for the investors last week, as the benchmark indices ended higher for a third consecutive week.Like most days, Twitter feeds of top Dalal Street mavens was abuzz.
More than stock tips or recommendation, the flavour of the week was commentaries on the major developments around the globe.So, lets dig deep and decode what these experts have to say:1.
EarningsAs Q2 results season came to a wrap, there were a lot of news that caught the eye of experts.
On one hand, where Samir Arora blamed analysts for the disappointing quarterly earnings, Nilesh Shah provided hopes of earnings recovery from next quarter onwards.
Take a look:2.
Stock specific reactionsA.
Samir Arora took a jibe at the analysts dissing financial stocks in the light of the investments made by Warren Buffett in JP Morgan in the September quarter.
B.
Sandip Sabharwal in the light of Sun Pharmas Q2 results hinted at a possible derating of the stock.
He tweeted about the change of leadership at ICICI Bank has pushed the stock to new heights in the light of the stock hitting a 52-week high in intraday trade this week.Zee's efforts to get into a global strategic partnership may prove to be a positive for the minority shareholders.He questioned analysts the sell call "Spreadsheet" analysts had on auto stocks amid rising crude prices and with now crude back below $70, does the same call make senseC.
Safir Anand's tweet suggests it's time to stay off SME stocks3.
Investment tipsA.
Shyam Sekhar, iThoughtB.
Safir AnandFood for thoughtShankar Sharma tweeted "how under- analysed Nehrunomics is today".
Do you also agree Should current politicians borrow a leaf from his policies