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China Expected To Retaliate Amid US-China Trade War Tension

Published 13-05-2019, 11:49 am
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Traders are waiting for a counter-attack from China on the trade war. The US on Friday hiked tariff rate to 25% from 10% on $200 billion worth of Chinese imports. FII and Pro have created a short position for 29000 contracts on Friday. Nifty has broken its important support of 11311 and is trading at 11260.

Sector Analysis:

Amidst a falling market last week, all the sectors ended in the red. All the Major sectors ended negatively with Automobile & Auto parts (-4.31%) being the biggest loser. The Minor sectors which managed to stay positive last week were Airlines (10.37%) and Gold & Jewellery (1.17%). The top stocks which ended positively are 63Moons Technologies Ltd (15.44%) from IT sector, Welspun Corp (NS:WGSR). (11.14%) from Metal and Mining, Avadh Sugar and Energy (9.48%) from Sugar , Birla Corporation (NS:BRLC) (9.31%) from Cement & cement products, Blue Star (NS:BLUS) (7.57%) from Home Appliances, HSIL (NS:HSNT) (6.92%) from Interior Construction, Onmobile Global (6.35%) from Telecom sector.

In this high volatility period, one should keep an eye on the defensive sectors like Pharma, IT and FMCG which tend to move opposite to the direction of markets and can serve as a hedge against losses in one’s portfolio.

Open Interest Analysis:

FII & PRO are the major players in the Derivatives segment and have an upper hand in the market and their position provides direction to the market. In the May month expiry, they have started with the position of (-79551) contracts in Index option (both FII & PRO combined) when Nifty spot was trading at 11642. Till yesterday they had Net Open Interest position of (-129304) contracts for the May expiry. Thus, if we calculate from expiry till yesterday they have created short position, they have sold 49753 contracts in the May month Expiry. However, on 10th May (yesterday) they have sold 29650 contracts. For further detail check the Open Interest table below.

US Data

The US 10 Year T-Note is trading at 124.15. The Bond has crucial support at 117.42 made on 5th Nov 2018. The US Dollar Index is trading at 97.127.

Index Options

FII+PRO in combined have created the short position of 49753 contracts in the May month expiry.

Index Options

Cash Market Data

In the last 10 days, FII and DII in combined have sold stocks in cash segment worth Rs.169.61 Crores.
Cash Market Data

Sectors performance in the last week

Sectors performance in the last week

Small Cap Gainers in the last week- Major Sector & Minor Sector

Small Cap Gainers in the last week

Large Cap Gainers & Losers in the last week

Large Cap Gainers & Losers in the last week

Mid Cap Gainers & Losers in the last week

Mid Cap Gainers & Losers in the last week

DISCLAIMER:

There is no guarantee of profits or no exceptions from losses. The investment advice provided are solely the personal views of the research team. You are advised to rely on your own judgment while making investment / Trading decisions. Past performance is not an indicator of future returns. Investment is subject to market risks. You should read and understand the Risk Disclosure Documents before trading/Investing.

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