Connect with us
DAPA Banner
DAPA Coin
DAPA
COIN PAYMENT ASSET
PRIVACY · BLOCKDAG · HOMOMORPHIC ENCRYPTION · RUST
ElGamal Encrypted MINE DAPA
🚫 GENESIS SOLD OUT
DAPAPAY COMING

Business

West Bengal, Tamil Nadu among 5 state election results today. 10 things stock market investors should track under volatility

Published

on

West Bengal, Tamil Nadu among 5 state election results today. 10 things stock market investors should track under volatility
As votes are counted across West Bengal, Assam, Tamil Nadu, Kerala and Puducherry on Monday, equity traders are preparing for what could be a volatile start to the trading week. Counting for 824 assembly seats begins at 8 am, with early trends expected within the first two hours and clearer leads likely by late morning.

While state elections often trigger sharp intraday moves, analysts say investors should look beyond political headlines and focus on broader macro signals before taking aggressive positions.

Here are 10 things investors should track today before placing trades on Monday

1) West Bengal remains the biggest market trigger

Advertisement

Exit polls suggest the BJP could emerge as the single largest force in West Bengal with around 159 seats, above the majority mark of 148, while the TMC is projected near 127 seats. A stronger-than-expected BJP showing could boost sentiment for infrastructure, railways, power and eastern India capex themes.

Ishan Tanna of Ashika Capital said better Centre-state alignment in Bengal could improve project execution and policy implementation, which may support capex-linked sectors.
2) Assam is largely priced in
Exit polls show the BJP-led alliance retaining Assam with around 90 seats in the 126-member assembly. Since continuity is already expected, analysts do not see Assam alone as a major standalone market trigger.
3) Tamil Nadu and Kerala largely stay away from national issues
The DMK-led alliance is expected to retain Tamil Nadu with around 128 seats, while Kerala could see the Congress-led UDF cross the majority mark. Any surprise deviation here may trigger sector-specific reactions, especially in state-linked infrastructure, ports and industrial names.
4) Not chasing the first opening move
Nitant Darekar of Bonanza said election result days often create headline volatility but not necessarily durable trends. “Most exit poll outcomes appear priced in. Traders should avoid chasing sharp opening moves as these often reverse after the first hour,” he said.

5) Nifty may swing 1-1.5% either way
Paresh Bhagat, Chairman of Mangal Keshav Financial Services, expects contained volatility. “Nifty could move around 1% to 1.5% depending on whether final results are in line with or different from exit polls, but scope for a major surprise looks limited,” he said.

6) Crude oil remains the biggest risk
Brent crude is trading above $113 per barrel amid the Iran conflict and shipping concerns around the Strait of Hormuz. Analysts say this remains a bigger market driver than election outcomes.

Hariprasad K of Livelong Wealth said crude remains “the single most critical macro variable” for Indian markets.

Advertisement

7) Foreign fund flows
FIIs sold Rs 70,100 crore worth of Indian equities in April, marking their tenth straight month of selling. In calendar 2026, foreign investors have already pulled nearly Rs 2.4 lakh crore from Indian equities. If election results fail to improve sentiment, FII selling could continue.

8) Domestic institutions are still absorbing pressure
DIIs invested about Rs 51,000 crore in April, cushioning the impact of foreign outflows. Whether domestic buying continues next week will be closely watched.

9) Technical levels
The Nifty closed Friday at 23,997, just below the key 24,000 mark. Analysts say 23,900-23,850 remains immediate support, while 24,200–24,300 is the first resistance zone. Meanwhile, a breakout above 24,300 could trigger short covering, the index below 23,900 may invite fresh selling.

10) Markets usually move back to global cues quickly
Market expert Ajay Bagga said state election outcomes rarely have a lasting impact. “The market may react for a day or two, but then it goes back to oil prices, FPI flows and the rupee. Those remain the three big variables,” he said.

Advertisement

Indian equities head into the event on weak footing. The Nifty lost 0.73% last week, while the Sensex slipped nearly 1% amid elevated crude prices, foreign selling and geopolitical uncertainty.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)

Continue Reading
Click to comment

You must be logged in to post a comment Login

Leave a Reply

Business

Diversified Healthcare Trust: The Worst Is Over (Upgrade)

Published

on

Diversified Healthcare Trust: The Worst Is Over (Upgrade)

Diversified Healthcare Trust: The Worst Is Over (Upgrade)

Continue Reading

Business

Morning Headlines

Published

on

Morning Headlines

Big business’s rush to tap AI meets reality of rising costs

Continue Reading

Business

Bayer says no plans to restructure despite litigation threat

Published

on

Bayer says no plans to restructure despite litigation threat


Bayer says no plans to restructure despite litigation threat

Continue Reading

Business

Kraft Heinz Canada adds cheddar-based cheesecake

Published

on

Kraft Heinz Canada adds cheddar-based cheesecake

The cheesecake is blended with KD cheese.

Continue Reading

Business

Quantinuum Upsizes IPO. The Year’s Biggest Quantum Offering Is Getting Even Bigger.

Published

on

Quantinuum Upsizes IPO. The Year’s Biggest Quantum Offering Is Getting Even Bigger.

Quantinuum Upsizes IPO. The Year’s Biggest Quantum Offering Is Getting Even Bigger.

Continue Reading

Business

Exclusive-SpaceX targets $1.75 trillion valuation in all-primary IPO next week, sources say

Published

on

Exclusive-SpaceX targets $1.75 trillion valuation in all-primary IPO next week, sources say


Exclusive-SpaceX targets $1.75 trillion valuation in all-primary IPO next week, sources say

Continue Reading

Business

Palantir’s $369 Billion Valuation Requires Unprecedented Federal Market Share (PLTR)

Published

on

The Market Is Offering Palantir Stock On A Golden Platter (NASDAQ:PLTR)

This article was written by

I’m a full-time investor focused on special situations and opportunistic ideas across the public equity markets. My capital is concentrated in a small number of names at any given time. I’d rather own eight to fifteen high-conviction positions than a diversified basket, and I typically hold through multi-quarter or multi-year time horizons rather than trading around short-term price action. Special situations are where I spend most of my research time: spinoffs, post-bankruptcy equities, recapitalizations, activist setups, complex capital structures, forced-seller dynamics, and underfollowed micro- and small-caps where the market is mispricing fundamentals or asymmetrically discounting future cash flows. I’m drawn to ideas where there’s a clear catalyst, where the bear case is well understood, and where information asymmetry creates a window before the broader market catches up. Sector-wise, I gravitate toward companies riding durable secular tailwinds, defense and the broader national-security supply chain, AI infrastructure (the picks-and-shovels layer more than the pure-play LLM names), space and dual-use technology, and digital transformation in legacy industries. The screen is strong unit economics, high incremental returns on invested capital, defensible moats, and management with meaningful skin in the game.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Advertisement
Continue Reading

Business

LARRY KUDLOW: Will the Los Angeles moms come home today?

Published

on

LARRY KUDLOW: GOP must message better to win the midterms

Once upon a time California was a truly great state. After World War II people were moving West. It was beautiful. It worked. It had good cops. It had fabulous business opportunities. Taxes were modest. Roads were being built. GI’s coming home from the war went to live there, went to school there, married there, had kids there, got educated there. Wow, what a place.

Richard Nixon came out of California. Ronald Reagan came out of California. S.I. Hayakawa, California. George Murphy. The great Pete Wilson. George Deukmejian. Even the liberals weren’t all that liberal. And most of all, California worked. But that was then. 

Advertisement

Now, it doesn’t work anymore, as everybody knows. So today is the big election day, jungle primary day, and the big race is really for Los Angeles’s mayor. Now I won’t forget my pal Steve Hilton, with a Trump endorsement — I hope he does well in the gubernatorial race, but all the talk is about Spencer Pratt running for Mayor against Karen Bass.

This is a very important race, but it’s not really a policy debate, and it’s not really a partisan political race in the usual sense. I think it’s more a question of whether moms can win back Los Angeles as a good place to live. And this chap Spencer Pratt is going for the moms’ vote. Of course it’s about the fires. It’s about the homeless, it’s about drugs, and schools, and safety. That’s why I think it’s about moms. And I have a feeling they’re going to vote their gut. It’s not so much about policies as it is about moms and their families.

My friend Victor Davis Hanson writes how the Democratic party itself has been hijacked by a bunch of left-wing Jacobins. Crazy people of whom Mayor Karen Bass is a card-carrying member.

Advertisement

Today’s Democrats don’t mind Nazi tattoos. They want the southern border to be open. Everything is about racism, DEI. They’re for cashless bail. Biological men in women’s sports. Arrest violent felons and put them back on the streets. Radical abortion on demand. And virtually no place for God and religion.

For some reason, these democratic left-wing Jacobins have completely lost touch with working-class folks of all colors, shapes, and sizes, which is why President Trump has whooped them two out of the last three elections: maybe three out of the last three elections.

As I said before, I really don’t think this election is a heavy dose of policy. Today’s election is not about Mr. Trump. It may not even determine whether Los Angeles ends up in dystopia or recovery for the next 20 years. Instead today’s election is about a nice guy whose home was burned in the fires, with a clever sense of humor, a lot of common sense, and an appeal to Los Angeles moms to please come home.

Advertisement
Continue Reading

Business

Exclusive-Warsh pledges to follow best of Fed’s traditions, while also looking for change

Published

on

Exclusive-Warsh pledges to follow best of Fed’s traditions, while also looking for change


Exclusive-Warsh pledges to follow best of Fed’s traditions, while also looking for change

Continue Reading

Business

Scams have grown more sophisticated, but people are fighting back

Published

on

Scams have grown more sophisticated, but people are fighting back

As governments across the world restricted the movements of their citizens during Covid lockdowns from 2020, people spent more time online. We bought more online and socialised more online, and this brought us closer to the people who want to scam us. At the same time, realistic video impersonations, voices, websites, and texts became more commonplace, and scammers increased their use of social media including WhatsApp.

Continue Reading

Trending

Copyright © 2025