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💼 The strength of the US market with S&P 500 setting yet another record high and the 10-year US bond yield remaining strong around 4.65% will continue to weigh on the Indian market. 💼 FIIs will continue to sell, putting pressure on largecaps like banking. 💼 The irrationality in the market, characterised by fair and even low valuations for largecaps like banking and excessive valuations in the broader market, will have to reverse at some point of time. But we don’t know when that will happen. 💼 The Q3 results of IT companies and the management commentary indicating improving prospects for the sector suggest that the sector is a safe bet now. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 There are two trends in the market that deserve attention: 💼 One, the institutional activity is showing a consistent trend - sustained selling by FIIs and sustained buying by DIIs. 💼 Two, there is a trend towards quality - largecaps are resilient while the broader market is weakening. 💼 These two trends are likely to continue in the near-term. 💼 Since the dollar index and US bond yields continue to remain high, FIIs are unlikely to turn buyers any time soon. 💼 This will cap a rally in the market even though the market is in an oversold zone. 💼 Largecap financials, IT, and pharma can continue to support the market on declines. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Here's how our top recommended Flexi cap funds have performed over the years. Have you invested in any of these? Let us know in the comments. To know more about these schemes download Geojit's mutual fund app: https://fundsgenie.in/#flexicapfund #investing #mutualfundsahihai #Investmentstrategy #marketoutlook #geojit #invest #sensex #stockmarket #trading #stocks #sectors #economy #business #investor #finance #fixedincome #mutualfunds #SIP #hdfc #franklin #Union #ParagParikh #PGIM #flexicapfund #investing #mutualfundsahihai #Investmentstrategy #marketoutlook #geojit #invest #sensex #stockmarket #trading #stocks #sectors #economy #business #investor #finance #fixedincome #mutualfunds #SIP #hdfc #franklin #Union #ParagParikh #PGIM

💼 President Trump’s orders and announcements, so far, have been disruptive. 💼 He is doing tough talking initially to send the message that more stern measures are in the offing. 💼 Trump’s threat to impose 100% tariffs on BRICS if they attempt dedollarisation is a repeat of his election campaign rhetoric. 💼 It appears that the markets took this threat too seriously. 💼 Nifty is down around 12% from the 2024 September highs. 💼 The correction provides a good opportunity for long-term investors to buy quality stocks, which are now available at fair valuations. 💼 The key to success will be patience. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 Trump 2.0 has kicked off without much clarity on Trump’s likely economic decisions. 💼 In his inaugural address, he was clear on immigration but sounded vague on tariffs. 💼 The indication of a likely 25% tariff on Canada and Mexico suggests that the tariff hike policy will be implemented gradually. 💼 The currency market has reacted with a cut in the dollar index to 108.43 and the 10-year bond yield has declined to 4.54%. 💼 This is the classic case of ‘buy on rumours and sell on news.’ 💼 It is likely that further delays in tariff hikes will weaken the dollar and bring down the bond yields. If this happens, it will be good for emerging markets like India. 💼 But if the FII flows to India are to turn positive consistently, we will have to see a pickup in India’s GDP growth and corporate earnings. That’s the crucial macro data to watch. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

As we look ahead to 2025, the Indian economy is poised for steady growth, with sectors offering high scalability expected to shine. Stay connected for more insights. #MarketOutlook #IndianEconomy #InvestmentTrends #SmartInvesting #FinancialGrowth #Nifty50 #realGDP #MarketOutlook #IndianEconomy #InvestmentTrends #SmartInvesting #FinancialGrowth #Nifty50 #realGDP

Donald Trump's assumption of office and the upcoming Union Budget in India are expected to significantly impact market trends. Geojit's Head Investment Strategist Gaurang Shah is sharing his expert views in this video. He also explains why stock-specific moves are the way forward and suggests two stocks you should consider investing in. Watch the video for more investment-related insights. To know more online trading : https://flip.geojit.com/Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing. Past performance does not guarantee future returns. We do not offer any product which gives guaranteed returns. The information is only for consumption by the client and such material should not be redistributed. #geojitfinancialservices #stockmarket #investmenttips #gaurangshah #nccshare #tatapower #tatapowershareprice #trumppolicies #budget2025 #stockrecommendations #GeojitSpotlight #stockmarketanalysis #topstockstobuynow #markettrends #budgetimpact #stockinvestment #financialinsights #expertadvice #investsmart #geojitfinancialservices #stockmarket #investmenttips #gaurangshah #nccshare #tatapower #tatapowershareprice #trumppolicies #budget2025 #stockrecommendations #GeojitSpotlight #stockmarketanalysis #topstockstobuynow #markettrends #budgetimpact #stockinvestment #financialinsights #expertadvice #investsmart

Here's how our top recommended Large cap funds have performed over the years. Have you invested in any of these? Let us know in the comments. To know more about these schemes, download Geojit's mutual fund app: https://fundsgenie.in#largecapfund #investing #mutualfundsahihai #Investmentstrategy #marketoutlook #geojit #invest #sensex #stockmarket #trading #stocks #sectors #economy #business #investor #finance #fixedincome #mutualfunds #SIP #nippon #hdfc #baroda #nipponmutualfunds #hdfcmutualfund #iciciprudential #Investico #Edelwiess #BarodaBNPParibas #largecapfund #investing #mutualfundsahihai #Investmentstrategy #marketoutlook #geojit #invest #sensex #stockmarket #trading #stocks #sectors #economy #business #investor #finance #fixedincome #mutualfunds #SIP #nippon #hdfc #baroda #nipponmutualfunds #hdfcmutualfund #iciciprudential #Investico #Edelwiess #BarodaBNPParibas

💼 Globally, stock markets will be in a wait-and-watch mode as Trump 2.0 unfolds today. 💼 Many executive actions, particularly on immigration, are expected from the President starting from day one. 💼 Markets will wait and watch for the nature of the decisions and their likely impact. 💼 Trump had announced that he had a ‘very good’ telephone call with the Chinese President Xi Jinping and that the outcome is positive. 💼 This indicates that initially Trump would go slow on tariffs and would prefer to negotiate. 💼 The latest IMF report on Global Economic Outlook projects ‘solid’ growth of 6.5% for 2025 and 2026 for India despite the recent deceleration in growth. This is positive. 💼 There is a flurry of Q3 results this week, and the market will respond to the results depending on, apart from the numbers, the outlook and management commentary. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets