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💼 There are tailwinds that can take the market higher in the near-term. 💼 Clarity on the US-India trade deal indicates that the Indian businesses, particularly exporters, will benefit. 💼 More importantly, the uncertainty over the trade deal and its impact on the Indian economy, which was weighing on the market, has been removed. 💼 The rebound in the US market and the cues from other markets indicate another phase of risk on. 💼 A big positive for the market is that FIIs who were sustained sellers in the market have bought in the cash market in three out of the last four trading days. 💼 The fact that the derivatives market continues to be heavily net short might impart resilience to the market, on expectations of short covering. 💼 Coming to sectoral moves, the ‘Anthropic shock’ will continue to impact sentiments in the IT sector. 💼 On the contrary, banking stocks are likely to gather strength on news of improving credit growth, which will have positive fall out for GDP growth and corporate earnings in FY27. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 There is a risk-off sentiment in global markets. 💼 Bitcoin has crashed to below $ 64000. 💼 Silver is down to $71 from the recent peak of 121. 💼 Even the safe-haven gold has turned weak despite huge uncertainty in global geopolitics. 💼 The tech-heavy Nasdaq has been steadily weakening and is now 6% down from its peak. 💼 The selloff in tech and AI stocks and a departure from AI trade would be good for India in the medium-term, but for that further weakening of the AI trade is required. 💼 So, watch out for the trend in AI stocks. 💼 FIIs again turning sellers in India and increasing their short positions in the derivative markets indicates further weakness in the market in the near-term. 💼 A positive trigger for the market in the form of rate cut from the MPC is unlikely today since the MPC is expected to hold rates. 💼 Any change in the stance also is unlikely. 💼 However the tone of the policy can be dovish and the Central Bank may revise the growth targets for FY27 upwards improving sentiments. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 There are a few near-term market trends that are significant. 💼 The Nifty appears to be in a consolidation phase without big moves at the index level. 💼 However, there are big changes within the Nifty stocks with big declines in IT stocks consequent to the IT sell off in the US spreading to India, too. 💼 The sell off has been triggered by Anthropic’s new automation tools that the market fears may replace IT services that are presently outsourced. 💼 The market fears significant margin pressure for Indian IT companies. 💼 What the real impact will be remains to be seen. 💼 In contrast to the weakness in IT stocks, the large domestic consumption-driven segments are doing well and this is reflected in the resilience of leaders like RIL, Bharti, the banking majors and some auto stocks. 💼 After the growth-oriented Budget and trade deals with the EU and US, India’s growth will remain strong facilitating strong domestic consumption. 💼 The low-interest rate regime continues to support the growth of the auto sector and is likely to spill over into segments like air conditioners as summer approaches. 💼 Therefore, the strong domestic consumption story is likely to sustain the resilience of the domestic consumption-driven stocks. 💼 If the cessation of selling and marginal buying by FIIs becomes a trend, the market will gain strength.This is the data point to watch for. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

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Union Budget 2026 – Perspective on Market & Investment Watch now Vinod Nair, Head of Research at Geojit, share expert insights on the Union Budget 2026 and its implications for markets and investments.

📊 Geojit IDEAS – February Stock Picks This month’s Geojit IDEAS brings two research-backed stock picks—one from the IT services space and one quant-driven fundamental pick—selected based on strong data, execution strength, and long-term potential. Curated by our SEBI-registered research team, these picks reflect a blend of structural growth and improving fundamentals. Explore our latest stock picks & research insights: 🔹 Infosys Limited: https://bit.ly/3ZyfNtX🔹 Jindal Steel Limited: https://bit.ly/4aaceQQ#Geojit #GeojitIDEAS #StockRecommendations #EquityResearch #InvestSmart #IndianMarkets #InvestmentStrategy #StockPicks #EquityInvesting #FebruaryPicks #InvestorAwareness #jindalsteel #infosys #Geojit #GeojitIDEAS #StockRecommendations #EquityResearch #InvestSmart #IndianMarkets #InvestmentStrategy #StockPicks #EquityInvesting #FebruaryPicks #InvestorAwareness #jindalsteel #infosys

Here are the most important takeaways for Geojit investors. Swipe through and see how the new policies could affect your portfolio. Need help navigating it all? Get research-backed insights with Geojit. Download the Geojit Mutual Fund App and start your SIP: linktr.ee/geojitfundsgenie For detailed disclosure click here: https://geojit.com/gfsl/disclaimer#Budget #UnionBudget2026 #UnionBudgetIndia #Smartfolios #Geojit #Investment #StockMarket #ShareMarket #Trading #MarketUpdates #PersonalizedInvesting #wealth #wealthmanagement #Investing #financialgoals #SmartInvesting #PlanForTomorrow #SecureFuture #MoneyManagement #FinancialSuccess #Budget #UnionBudget2026 #UnionBudgetIndia #Smartfolios #Geojit #Investment #StockMarket #ShareMarket #Trading #MarketUpdates #PersonalizedInvesting #wealth #wealthmanagement #Investing #financialgoals #SmartInvesting #PlanForTomorrow #SecureFuture #MoneyManagement #FinancialSuccess

💼 The rally fuelled by the US-India trade deal will face hurdles to sustain. 💼 The IT selloff in the US yesterday will drag the Indian IT index, too, constraining the rally in the Indian market. 💼 Since valuations continue to be high there is no fundamental support for a sustained rally. 💼 A trigger from monetary policy scheduled on 6th Feb is unlikely since the MPC is expected to retain the rates and stance with a dovish tone. 💼 The economy is now in a state where a monetary stimulus is not required. 💼 So, it is likely that the MPC will wait to see the monetary transmission play out. 💼 The auto numbers on January suggest that the buoyant demand continues. 💼 Yesterday’s 639 point rally in the market was mainly driven by FII short covering and their buying of Rs 5236 crores in the cash market. 💼 Given the valuations, this bullish trend is likely to run out of steam. 💼 Investors should stick to fairly valued largecaps. 💼 The sectors that are expected to gain from exports to US, like textiles and apparels, gems and jewellery and marine processing will witness some more price action. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Long-term financial fitness requires consistency, discipline, and the right tools. With Geojit Mutual Funds App, you can build your financial health one SIP at a time. Backed by expert support, personalised risk insights, and 39+ years of trust. Start your journey to financial fitness today. Download the Geojit Mutual Fund App and start your SIP: linktr.ee/geojitfundsgenie For detailed disclosure click here: https://geojit.com/gfsl/disclaimer#Smartfolios #Geojit #Investment #StockMarket #ShareMarket #Trading #MarketUpdates #PersonalizedInvesting #wealth #wealthmanagement #Investing #financialgoals #SmartInvesting #PlanForTomorrow #SecureFuture #MoneyManagement #FinancialSuccess #Smartfolios #Geojit #Investment #StockMarket #ShareMarket #Trading #MarketUpdates #PersonalizedInvesting #wealth #wealthmanagement #Investing #financialgoals #SmartInvesting #PlanForTomorrow #SecureFuture #MoneyManagement #FinancialSuccess