Geojit Financial Services Ltd

💼 Global markets are in a state of flux moving up and down in response to continuously changing policy scenarios. 💼 Trump’s reciprocal tariff policy which caused tremors in markets is now done and dusted with a deal emerging between US and China. It appears that the trend of weakening dollar is over. 💼 The US 10-year yield has spiked to 4.47% and this might impact the FII fund flows to India which has been keeping the Indian market resilient. 💼 There is also a risk of hot money again moving to cheaper Chinese stocks in the new environment of improving US-China relationship. However, a strong tailwind for the Indian market is the sharp dip in April CPI inflation to 3.16%. This leaves enough room for the MPC to cut rates thrice more in this cutting cycle. This is positive for the market in general and rate sensitives in particular. . . . #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #Inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets