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#661 Daily Money Show — Stock Market News
Original: # 661 Daily Money Show | Money Purse Stock Market News
Takeaway
War-driven oil and defence spending lift global yields and crude — defence, aerospace, OSAT and explosives are the relative-outperformer baskets to watch.
Summary
- Sensex +483; Nifty +141 to 19,752; mid +1.22%, small +1.70%, Bank Nifty +1.07%
- Israel-Palestine war angle: weapons funding lifts oil prices; historical replay 2022-Dec 09-Jan 22
- US equities +4.7% over comparable period, US 10yr yield +22bp, crude +19%
- Sector picks: government defence + aerospace, OSAT (semi) names, fintech/trading platforms, mining, oil & gas indexed services, explosives
- Solar tender: 149 GW grid-connected solar, ~₹68,000 discount/incentive figure; Swift ₹47,000 reference
- Vasa Engineering bridge/roof play at ₹26,219 build
Israel-Palestinedefencesolar
Original description
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