Geojit Financial Services Ltd

💼With all attention focused on the outcome of the US presidential election, perhaps the more important domestic economic issue is not getting the importance it deserves. 💼It is important to understand that India’s underperformance is striking: while S&P 500 is up 20.45% YTD Nifty is up by only 10.36% YTD. 💼Clearly, domestic issues are weighing on markets. With two thirds of Nifty 50 companies missing their earnings estimates in Q2, Nifty 50 earnings for FY25 has been drastically revised down to less than 10% from the consensus 15% earlier. 💼With this kind of earnings downgrade it would be difficult to sustain the current valuation. 💼This is the rationale of the relentless FII selling which might continue for some more time. 💼Investors can opt for the safe strategy of remaining invested and accumulating stocks in segments which can weather the volatility. 💼Apart from leading financials, auto stocks like Eicher Motors and M&M have exhibited earnings momentum and improving prospects, going forward. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼With Nifty returning 25 percent and Nifty 500 returning 30 percent in Samvat 2080, investors should be happy. 💼But the 6.2% correction in October, the first above 5 percent correction in 54 months, has triggered anxiety over the market performance, going forward. 💼Of serious concern is the relentless FII selling in October amounting to Rs 113858 crores through the exchanges. 💼Given India’s elevated valuations and concerns over deceleration in earnings growth, FII selling might continue, impacting the benchmark indices. 💼In such a scenario investors should focus on stock-specific investment where Q2 results have been good and earnings visibility is bright. 💼The latest data regarding banking indicates that deposit growth has caught up with credit growth and this augurs well for banking stocks which are fairly valued. 💼Public capex is likely to pick up in H2 FY 25 and this augurs well for cement stocks. 💼Pharma stocks like Sun Pharma and Cipla have good earnings visibility. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼This Diwali is unlikely to see fireworks in the market. 💼India has been underperforming in October with Nifty down 5.7% when markets in US and Japan have delivered positive returns and China and Hong Kong have hugely outperformed. 💼India’s underperformance is driven by lofty valuations, relentless FII selling and concerns over slowing earnings growth. 💼In the near-term, this scenario is unlikely to change, reversing the trend decisively, even though mild pullbacks are possible. 💼A significant trend in the market is the strong stock-specific action. 💼Better-than-expected results are responded with sharp moves up to 20% a day while worse-than-expected results are met with around 15% correction. 💼This trend of strongly rewarding good results and punishing poor results equally strongly is a reflection of the focus on stock-specific action rather than focus on the benchmark indices and market as a whole. 💼Given the elevated valuations, and the possibility of continuing FII selling, stocks and sectors which have delivered good results and good guidance are likely to remain resilient. Investors should focus on these segments. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

As the clock strikes 6.00 pm on 1st November for Muhurat trading, make the right investments for wealth creation and prosperity. To view detailed research report and disclosures of our Muhurat Stocks, visit: https://www.geojit.com/ResearchReport/Geojit_Diwali_Muhurat_Picks2024.pdf #DiwaliInvestments #MuhuratTrading2024 #WealthAndProsperity #StartInvesting #Geojit #StockMarketIndia #FestivalOfWealth #SmartInvesting #GeojitMuhuratstocks #DiwaliInvestments #MuhuratTrading2024 #WealthAndProsperity #StartInvesting #Geojit #StockMarketIndia #FestivalOfWealth #SmartInvesting #GeojitMuhuratstocks

Discover Geojit's top stock picks for Muhurat trading. Invest wisely this Diwali! https://lnkd.in/gMSW9gnd...#DiwaliStockPicks #muhurattrading #stockmarket To know more on Smartfolios - https://lnkd.in/dsAip5uBTo know more on Partner Program - https://partner.geojit.comTo know more about Global Investments - https://lnkd.in/eYNfijuTo invest in Mutual Funds - https://lnkd.in/dqw-PD7nTo read our Insightful Articles - https://blog.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. #DiwaliStockPicks #muhurattrading #stockmarket

Geojit’s Head Investment Strategist, Gaurang Shah speaks on the current market conditions and shares his weekly market outlook. He also shares two long-term investment ideas. Watch the video for more information. To trade online - https://selfie.geojit.net/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. #MarketUpdate #StockMarket #InvestmentAdvice #FinancialMarkets #IndianStockMarket #MarketOutlook #Diwali #HappyDiwali #Geojit #middleeastcrisis #uselection #marketvolatility #MarketUpdate #StockMarket #InvestmentAdvice #FinancialMarkets #IndianStockMarket #MarketOutlook #Diwali #HappyDiwali #Geojit #middleeastcrisis #uselection #marketvolatility

Geojit's Chief Investment Strategist, Dr. V.K. Vijayakumar explains the reasons behind the current downturn and heightened volatility in the market. To trade online - https://selfie.geojit.net/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. #MarketCorrection #FIISelling #EarningsGrowth #StockMarket #InvestmentAdvice #FinancialMarkets #IndianStockMarket #MarketOutlook #Geojit #safestocks #beststocks #InvestableStocks #MarketCorrection #FIISelling #EarningsGrowth #StockMarket #InvestmentAdvice #FinancialMarkets #IndianStockMarket #MarketOutlook #Geojit #safestocks #beststocks #InvestableStocks

This Diwali, mark the beginning of a prosperous investment journey with Muhurat Trading—an auspicious one-hour trading session. Don’t miss this opportunity to start the new year with wealth and prosperity. Follow Geojit for more! #DiwaliInvestments #MuhuratTrading2024 #WealthAndProsperity #StartInvesting #Geojit #StockMarketIndia #FestivalOfWealth #SmartInvesting #DiwaliInvestments #MuhuratTrading2024 #WealthAndProsperity #StartInvesting #Geojit #StockMarketIndia #FestivalOfWealth #SmartInvesting

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