Geojit Financial Services Ltd
- 1st Floor, Cee Gee Corner, Main Road
Chittur
Palakkad - 678101 -
- Closed for the day
- Sun Closed
- 2nd and 4th Saturday - Holiday
- Closed for the day
- Call Directions
💼 Macro indicators from the US suggest that as the swearing-in of Mr. Trump nears, the Trump trade has peaked. 💼 The decline in US bond yields and the dollar index are indications of this. This downshift in the dollar index and bond yields has been assisted by the lower-than-expected CPI inflation in the US, reigniting hopes of more rate cuts by the Fed this year. 💼 Hope of an end to the conflict in Gaza is another major relief. This global backdrop is positive for the market. 💼 A relief rally in India is certainly on the cards, but the sustainability of the rally will depend on the Indian macros, particularly the revival of GDP and earnings growth. 💼 Budget expectations can aid a rally in the market, but it will soon give way to the trends in GDP and earnings growth. 💼 Investors should focus on large caps, which have been more stable than mid and small caps. 💼 Broadly speaking, segments with growth visibility like Pharma and health care, IT, and discretionary consumption will remain resilient. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets