Geojit Financial Services Ltd

💼 A key takeaway from the last one year’s market performance is the outperformance of large caps (Nifty up by 1.05%) and the underperformance of smallcaps (Nifty Smallcap index down by 4.77%). 💼 Equally notable is the outperformance of PSU banks (Nifty PSU Bank index up by 16.77%) and the huge underperformance of IT (Nifty IT down by 16.5%). 💼 One common factor driving these trends is valuation. IT stocks, particularly largecaps, are viewed as overvalued due to multiple headwinds and structural challenges. 💼 On the other hand, PSU stocks, which had been trading at very low valuations despite solid growth and strong balance sheets, have seen a valuation correction. This rebalancing in valuations is likely to continue in the near term. 💼 However, growth sectors like digital companies and renewable energy will keep attracting investment despite high valuations, owing to their long-term potential. 💼 With Muhurat trading approaching, there is room for a mild rally in the market. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 Stability appears to be returning to global stock markets after Friday’s sell-off triggered by President Trump’s threat to impose an additional 100% tariff on China, reigniting the US-China trade war. 💼 Latest comments from President Trump indicate that he is backing down, as he has done many times before. His remark, “don’t worry about China,” suggests that the feared trade war may be averted. 💼 Recovery in US futures indicates that the market is not overly concerned about the latest developments. 💼 Chances are that this sabre-rattling between the world’s two largest economies is temporary. 💼 Back home in India, consistent FII buying has imparted stability to the market. 💼 In the last four trading days, FIIs bought stocks worth ₹3,289 crores. 💼 The uptrend in the market has triggered short-covering, further strengthening market resilience. 💼 Domestic consumption themes, which remain unaffected by trade skirmishes, are likely to witness accumulation by institutional buyers. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

An open ended equity scheme following consumption theme. To Know More: https://ow.ly/InGI50XakG1Apply for this NFO through the FundsGenie platform: https://ow.ly/vYxu50XakG5For detailed disclosure click here: Disclaimer: Mutual Fund Investments are subject to market risks, read all Scheme related documents carefully. This post is not a recommendation to buy or sell the funds or stocks mentioned herein. This post and its contents should be read along with the adjoining and/or related documents, if any. This is purely for information purposes. Investors are requested to consult with their Financial Advisors before making any investment decisions. #nfo #newfundoffer #equity #mutualfund #geojit #growth #investment #stockmarket #trading #investing #equityscheme #stock #geojitNFOs #nfo #newfundoffer #equity #mutualfund #geojit #growth #investment #stockmarket #trading #investing #equityscheme #stock #geojitNFOs