Market Week Ahead: CPI, US Inflation, Crude Oil Data, Earnings in Focus

Mumbai, August 8: Indian markets are likely to track a packed macroeconomic and corporate earnings calendar next week, with domestic and US inflation data, crude oil inventories, the OPEC monthly report and a host of major company results set to drive sentiment. Here are the key triggers day by day. 

Monday 

US CB Employment Trends Index (July): The data will provide another indication of the health of the US labour market and could influence expectations around the Federal Reserve’s rate trajectory. 

Results 

• SBI: Investors will track loan growth, asset quality, net interest margins and management commentary on credit costs. 

• Titan Company: Jewellery demand, margins and the performance of its watches and wearables business will be key. 

• Power Finance Corporation (PFC): Watch loan growth, asset quality, disbursements and profitability amid expectations for strong power-sector financing demand. 

• Vodafone Idea: Subscriber trends, ARPU, 5G rollout and progress on fundraising will remain the key monitorables. 

• Godrej Consumer Products: Volume growth, margins and performance across India and international markets will be in focus. 

• Hitachi Energy India: Order inflows, execution and the strong demand outlook for power-transmission equipment will be watched. 

• Bosch: Investors will focus on automotive demand, margins and the outlook for mobility and industrial businesses. 

• GMR Airports: Passenger traffic, airport operations and the impact of expansion and financing costs will be key. 

• Bharat Forge: Auto demand, exports, defence orders and the performance of its industrial businesses will be closely watched. 

• Info Edge: Recruitment trends, Zomato/Eternal-related investments and the performance of its core internet businesses will be in focus. 

• NMDC: Iron ore production and sales volumes, realisations and the outlook for domestic steel demand will be key. 

• Cochin Shipyard: Order inflows, execution and the company’s defence and commercial shipbuilding pipeline will be watched. 

• Hindustan Copper: Copper production, realisations and expansion plans will be the major monitorables amid firm global copper prices. 

• Gland Pharma: US business growth, product launches, margins and the company’s injectable portfolio will be in focus. 

• Patanjali Foods: Revenue growth, edible-oil volumes, margins and the performance of its foods and FMCG portfolio will be watched. 

• Kaynes Technology: Order book growth, execution and expansion plans in electronics manufacturing will be key. 

• Ola Electric: Vehicle registrations, market share, cash burn and progress on its manufacturing and product pipeline will be monitored. 

• Astra Microwave Products: Defence order inflows, execution and the company’s order book will be key. 

• Amara Raja Energy & Mobility: Battery demand, margins and progress in new-energy businesses will be watched. 

• BEML: Defence orders, railway demand and execution of its order book will be key. 

• Inox Wind: Order inflows, execution and the outlook for India’s wind-energy market will be in focus. 

• KEC International: Order inflows, execution and margins across power, transmission and infrastructure projects will be watched. 

Tuesday 

US ADP Employment Change Weekly: Investors will look for fresh clues on the US labour market and the likely path of interest rates. 

US Existing Home Sales (July): The data will offer a read on US housing demand and consumer activity. 

Results 

• Zydus Lifesciences: Investors will watch US sales, new product launches, margins and the company’s domestic formulations business. 

• Gokaldas Exports: Export demand, capacity expansion and margins will be key amid shifting global apparel supply chains. 

• Rail Vikas Nigam: Order inflows, execution and the railway infrastructure project pipeline will be in focus. 

• Manappuram Finance: AUM growth, gold-loan demand, asset quality and borrowing costs will be key. 

• NBCC India: Order inflows, project execution and the government-led redevelopment pipeline will be closely watched. 

• Gujarat Gas: Gas volumes, industrial demand and margins will be key monitorables. 

• Balrampur Chini Mills: Sugar realisations, ethanol production and the outlook for sugarcane availability will be in focus. 

Wednesday 

India CPI YoY (July): The inflation print will be crucial for gauging domestic price pressures and the outlook for RBI policy. 

US CPI YoY (July): The US inflation reading could influence Treasury yields, the dollar and global expectations around Fed rate cuts. 

US Core CPI YoY (July): The core reading will be especially important for assessing underlying US inflation pressures. 

US API Weekly Crude Oil Stock: The inventory estimate will provide an early indication of US oil-market supply conditions. 

US OPEC Monthly Report: Investors will track OPEC’s demand outlook, supply projections and commentary on global oil-market balances. 

US Crude Oil Inventories: The official inventory data could trigger moves in crude prices and energy stocks. 

US Cushing Crude Oil Inventories: Changes in the key US storage hub will provide further clues on supply-demand conditions. 

US Federal Budget Balance (July): The fiscal data will offer insight into US government borrowing and spending trends. 

Results 

• Hindustan Aeronautics: Defence order inflows, execution, margins and the delivery pipeline will be key. 

• Grasim Industries: Performance of the viscose, chemicals and building-materials businesses, along with margins, will be watched. 

• Apollo Hospitals Enterprises: Hospital occupancy, average revenue per occupied bed and the performance of its pharmacy and digital businesses will be in focus. 

• GIC Housing Finance: Loan growth, asset quality, margins and borrowing costs will be key monitorables. 

Thursday 

Japan PPI YoY (July): The data will provide clues on Japanese producer-price pressures and broader Asian inflation trends. 

UK GDP: Investors will assess the health of the British economy and implications for the Bank of England’s policy path. 

China PPI YoY (July): The reading will be watched for signs of deflationary pressure in the world’s second-largest economy. 

EU Industrial Production YoY (June): The data will provide an indication of industrial momentum across the euro zone. 

US PPI YoY (July): Producer-price inflation will be closely watched after the CPI print for clues on underlying US price pressures. 

US Initial Jobless Claims: The weekly labour-market indicator will provide another signal on the health of US employment. 

Results 

• Page Industries: Volume growth, premium innerwear demand and margins will be key. 

• Max Financial Services: New business premiums, margins and the performance of Max Life will be closely watched. 

• IPCA Laboratories: US sales, product launches, margins and regulatory developments will be key. 

• Jubilant FoodWorks: Same-store sales growth, store additions, delivery trends and margins will be in focus. 

• MSTC: E-auction volumes, scrap and coal-related business and operating margins will be monitored. 

• Fino Payments Bank: CASA deposits, transaction volumes, fee income and the performance of its digital financial-services franchise will be key. 

Friday 

US Federal Reserve Balance Sheet: Investors will monitor changes in the Fed’s asset holdings and liquidity conditions for clues on financial-market liquidity. 

Results 

• Ashok Leyland: Commercial-vehicle volumes, market share, margins and demand from the infrastructure and logistics sectors will be key. 

• Alkem Laboratories: US business performance, domestic formulations, margins and new product launches will be watched. 

• Natco Pharma: Product launches, US sales, oncology portfolio performance and margins will be in focus. 

• Indigo Paints: Volume growth, dealer additions, margins and demand in the decorative paints market will be key. 

Source

•  public information