Geojit Financial Services Ltd

💼 Despite an excellent Budget, the market will be under pressure from the Trump tariffs and the heightened global uncertainty these ‘initial round of tariffs’ have triggered. 💼 It is important to understand that the 25% tariffs imposed on Mexico and Canada are to punish them for issues like immigration and illicit trade in fentanyl. 💼 Trump may use tariffs again against other countries on non-trade issues. 💼 China’s response to the 10% tariffs has been more responsible. 💼 For now, they have not reacted like Mexico and Canada by imposing tariffs on imports from the US. Instead, they are moving the WTO against the US action. Now we don’t know how this will pan out. 💼 For now, India is not affected. Therefore, the impact on the Indian market will be less. 💼 But the spike in the dollar index to above 109.6 will trigger more selling by FIIs, putting the market under pressure. 💼 Domestic consumption stocks will be relatively resilient since they stand to benefit from the income tax cuts announced in the Budget. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

APL Apollo Tubes (APAT) is a leading manufacturer of structural steel tubes with an annual production capacity of 4.3mn ton. It has a distribution network spanning 29 cities in India and 20 countries globally. For detailed research recommendations. Visit: https://shorturl.at/orAdG#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #APLApolloTubesLtd #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #APLApolloTubesLtd

💼 On Budget day, market reactions will be quick in response to Budget announcements. 💼 A major expectation from the Budget is a cut in personal income tax to provide relief to the middle class and boost consumption, thereby facilitating growth recovery. 💼 The extent of the tax relief remains to be seen. 💼 The fact is that there is no fiscal space for big relief. 💼 The market will be looking for growth-stimulating measures, not market-related taxation reliefs like changes in capital gains taxation. 💼 The market response to the Budget will not last more than a few days. 💼 Trends in growth and earnings recovery will dictate the medium to long-term market direction. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Transport Corporation of India Ltd. (TCI) is one of the largest integrated players in the organized logistics industry. Key business segments include freight, supply chain, warehousing solutions, & shipping services. For detailed research recommendations. Visit: https://shorturl.at/Q2sKi#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #TCILimited #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #TCILimited

LTIMindtree Ltd (LTIM) is a global information technology (IT) consulting and digital solutions company focusing on verticals such as banking, financial services and insurance (BFSI), retail, travel and hospitality, manufacturing and resources, health, and hi-tech. For detailed research recommendations. Visit: https://shorturl.at/jTigg#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #LTIMindtreeLtd #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #LTIMindtreeLtd

💼 The Budget expectations and actuals will influence the market today and tomorrow. 💼 Since we are going into the Budget without a pre-Budget rally, the probability of a rally post-Budget will be high if the Budget delivers on growth-stimulating initiatives like a cut in personal income tax. 💼 However, it is important to understand that the impact of the Budget will last only for a few days at best. 💼 The medium to long-term trend of the market will be dictated by GDP and earnings growth. 💼 Therefore, investors should look for cues on these crucial macro trends. 💼 The market is strongly reacting to results, with good results being rewarded and poor results getting punished. This has spiked market volatility. 💼 Fairly valued, high-quality largecap financials continue to be a safe sector for investors. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

InterGlobe Aviation Ltd. (Indigo) is one of the most efficient low cost air carriers (LCCs) with a market share of 62% in the Indian aviation sector. For detailed research recommendations. Visit: https://shorturl.at/t0sQx#Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #InterGlobeAviationLtd #Investmentstrategy #geojit #invest #ResearchBytes #sensex #stockmarket #trading #stocks #sectors #investing #economy #business #investor #finance #GeojitIdeas #InterGlobeAviationLtd

💼 The recovery in the market is healthy since it is being led by fairly valued largecaps. 💼 The rally can sustain if the Budget comes up with strong growth-stimulating measures that can improve market sentiment. 💼 However, a sustained rally can happen only if FII selling stops and we get some leading indicators suggesting growth and earnings recovery. 💼 Globally, stock markets remain strong mainly due to the resilient US economy and the downtrending interest rate cycle in the US. 💼 The Fed’s decision to pause yesterday was on expected lines. 💼 The Fed chief Powell’s statement that “the central bank will need to see real progress on inflation or easing of labour conditions before making further adjustments” is a clear message that further cuts will be data-dependent. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 YTD, Nifty is down 3.3%, while Nifty Midcap is down 9.1% and Nifty Smallcap is down 14.71%. 💼 The takeaway from this important data is that valuations are reverting to the mean. This trend will make the market healthy and is likely to continue. 💼 Correction in the overvalued broader market is desirable. 💼 The recovery in the market witnessed yesterday can continue with resilience in fairly priced financials. However, a sharp rally is unlikely since FIIs will sell at higher levels. 💼 The market will be looking forward to positive cues in the Budget. 💼 The Fed decision today is unlikely to influence the market since no change in policy is expected from this meeting. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets