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💼 The uncanny ability of the market to surprise was evident in yesterday’s massive 445-point rally in Nifty. 💼 Even though FII buying helped in the rally, at Rs 1506 crores net buying, it was not good enough to trigger such a massive 1.8% rally in Nifty. 💼 Short covering in certain beaten-down, fundamentally strong stocks like the Bajaj Twins and sharp spurts in auto stocks, assisted by better-than-expected December sales numbers, contributed to the rally. 💼 Largecaps outperforming smallcaps is a positive signal and may continue. However, it is too early to conclude that FIIs will continue to buy. 💼 With the dollar index at 109.25 and the U.S. 10-year yield at 4.56%, the macro construct is not favourable for sustained FII buying. 💼 Impressive pick-up in deposit growth augurs well for banking stocks, which are fairly priced. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Join Satish Menon, Executive Director of Geojit, as he shares his expert insights on the Indian market outlook for 2025. In this video, he will discuss the key challenges and opportunities ahead, and provide valuable guidance on navigating the market in 2025. 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. #MarketOutlook2025 #InvestmentStrategy #IndiaEconomy #IndianStockMarket #CY25Outlook #IndianEconomy #EmergingMarkets #GeopoliticalRisks #StockMarket #FinancialMarkets #EconomicGrowth #MarketOutlook2025 #InvestmentStrategy #IndiaEconomy #IndianStockMarket #CY25Outlook #IndianEconomy #EmergingMarkets #GeopoliticalRisks #StockMarket #FinancialMarkets #EconomicGrowth

💼 Leading indicators available so far do not indicate a pick-up in economic growth. 💼 GST collections for December have declined 2.97% MoM, indicating a continuation of the slowdown. Therefore, Q3 corporate earnings are unlikely to register a rebound. 💼 This means investors have to focus on segments which will buck the slowdown like IT, pharma, and to some extent, financials. 💼 Luxury consumption segments like hotels, jewellery, and aviation are also likely to post good results. 💼 FIIs are likely to continue with their selling strategy since the dollar remains strong, and U.S. bond yields are attractive enough for FIIs to ignore emerging markets in the near term. 💼 While DII buying can support the market at lower levels, it is not sufficient to take the market higher. 💼 For higher market levels, we will have to wait for indications of growth and earnings recovery. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

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💼 The New Year begins on a sombre note for the Indian equity market. 💼 The near-term trend appears weak with the macro construct dominated by weak GDP and earnings growth. 💼 The headwinds from a strong dollar (dollar index at 108.5%) and high U.S. bond yields will impact the market through more FII selling, at least in the early days of 2025. 💼 Even though FII selling is matched by DII buying, in this tug of war, near-term sentiments are on the side of FIIs since valuations continue to be elevated and growth and earnings are yet to show signs of recovery. 💼 A trend reversal may happen if the Q3 corporate results indicate recovery in earnings. However, an across-the-board sharp recovery appears unlikely. 💼 Positive cues can come from a growth-stimulating Budget followed by a rate cut by the MPC in February. 💼 Investors should be cautious and watch for potentially market-moving macro data. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

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💼 December has been weak for equity markets globally, with S&P 500 down by 2.34% and Nifty down by 2.6%. 💼 Markets are preparing to move into the New Year with caution since uncertainty is high and valuations are stretched. 💼 The high U.S. bond yield and strong dollar will ensure that FIIs will continue to sell on every rise. 💼 DII buying will not be strong enough to take the market much higher. 💼 The fact is that even the DIIs and HNIs don’t have the conviction to accumulate stocks, except in certain pockets of fair value. 💼 Conviction to accumulate stocks will emerge only when macro indicators suggest recovery in growth and earnings. 💼 Watch out for the Q3 results starting from January 10th to identify companies reporting good numbers despite the growth slowdown. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

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💼 As investors leave 2024 behind and look forward to the New Year, there will be more concerns than confidence, at least in the early days of 2025. 💼 The biggest concern for stock markets globally is the uncertainty surrounding Trump 2.0. The concern is that since market valuations are high, any negative news might cause corrections. 💼 The resilience of the US economy continues to surprise. 💼 The lower-than-expected jobless claims have pushed the US 10-year bond yield to 4.62%. This will be a headwind for stock markets globally and particularly for emerging markets, where FIIs might continue to sell. 💼 A risk-free yield of 4.62% from the safest asset class in the world will continue to lure FIIs to sell in emerging markets like India and move the money to US bonds. 💼 In the recent market correction in India, IT and banking stocks have remained reasonably resilient, primarily due to their fair valuations. 💼 Investors should exercise caution as we move into the uncertainties of the New Year. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets