Geojit Financial Services Ltd

💼 As the nation pays homage to Manmohan Singh, the architect of liberalization in India, investors must be acknowledging with gratitude the wealth created by the Indian stock market after the initiation of liberalization in 1991. 💼 Sensex, which was around 1000 in 1991, has multiplied about 78 times since then to trade above 78,000 now, delivering excellent returns to long-term investors. 💼 The market will continue to deliver superior returns to investors in the years to come since the India Growth Story, which liberalization triggered, is very much intact. 💼 Meanwhile, short-term bumps on the economic growth path will cause corrections and market volatility, like what we are witnessing now. 💼 The strongest headwind for the market now is the FII selling triggered by a strong dollar (dollar index staying above 108) and attractive US bond yields, with the 10-year yielding 4.35%. 💼 A change in FII strategy from selling to buying will happen when macros indicate recovery in growth and corporate earnings. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 RBI’s latest projection of 6.8% GDP growth in Q3 FY25, based on trends in high-frequency data, is positive news. 💼 However, the downward revision of FY25 GDP growth to 6.4% from the initial projection of 7.2% reflects a poor assessment of the economy by the central bank. 💼 Realistically, this has to be followed up by a rate cut by the MPC in February. 💼 The economy also needs fiscal stimulus now to achieve a growth rate of 6.6% in FY26. 💼 Going forward, the market will be expecting both fiscal and monetary stimulus. 💼 These expectations can keep the market in a consolidation phase in the near term. 💼 The market reaction after the Budget and monetary policy will depend on the policy initiatives. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

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#/homepage. . . #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

💼 The relief rally witnessed yesterday is unlikely to have a free run in the coming days. 💼 Two sets of factors—external and internal—will restrain a sustained rally. 💼 Externally, the strong dollar and high bond yields in the US will prompt the FIIs to sell on rallies. 💼 Internally, the growth and earnings slowdown will be near-term negatives that will restrain the bulls. 💼 The high valuations in the market, in this challenging macro backdrop, cannot favor a PE expansion that can take the market significantly higher. 💼 Investors should prioritize safety over returns in the current context. 💼 Fairly valued segments like large-cap financials, sectors like pharma and IT with stable demand, and fast-growing segments like digital stocks are likely to remain relatively resilient in a challenging environment. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

💼 The FII buying witnessed in early December completely reversed last week, with FII selling of Rs 15,826 crores. 💼 The out-performance of the US (S&P 500 up 25% YTD) and the relative under-performance of India (Nifty up 14.64% YTD) are driving this change in FII strategy. 💼 The strength of the US economy, robust US corporate earnings, expectation of corporate tax cuts by President Trump soon after assuming office, and the steady appreciation in the US dollar are factors favorable to the US market. 💼 Slowdown in Q2 GDP growth and stagnation in corporate earnings in India have soured domestic market sentiments. 💼 In the short run, there will be market rebounds, which may be followed by renewed FII selling. 💼 A sustained rally is possible only when there are indications of a growth revival in the economy, which is likely in early 2025. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

When market valuations are high, the market only needs a trigger to correct sharply. Geojit's Chief Investment Strategist Dr. V.K. Vijayakumar shares his expert views on the market trends, Fed rate cuts and smart investment moves. 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. #MarketValuations #stockmarkettrends #investmentstrategy #StockMarket #Investing #MarketAnalysis #FinancialAdvice #LargeCapStocks #SmallCapStocks #MarketCorrection #EconomicOutlook #MarketValuations #stockmarkettrends #investmentstrategy #StockMarket #Investing #MarketAnalysis #FinancialAdvice #LargeCapStocks #SmallCapStocks #MarketCorrection #EconomicOutlook

Here's how our top recommended Large and Mid 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 . . . #largemidcapfund #investing #mutualfundsahihai #Investmentstrategy #marketoutlook #geojit #invest #sensex #stockmarket #trading #stocks #sectors #economy #business #investor #finance #fixedincome #UTI #mutualfunds #SIP #sbi #hdfc #motilaloswal #iciciprudential #Kotac #BandhanCore #largemidcapfund #investing #mutualfundsahihai #Investmentstrategy #marketoutlook #geojit #invest #sensex #stockmarket #trading #stocks #sectors #economy #business #investor #finance #fixedincome #UTI #mutualfunds #SIP #sbi #hdfc #motilaloswal #iciciprudential #Kotac #BandhanCore

💼 The FII buying witnessed in early December is getting reversed now, with this week’s selling reaching Rs 12,229 crores. 💼 This change in FII strategy is getting reflected in market trends, too, with largecaps, particularly financials, coming under pressure due to FII selling. 💼 This trend is unlikely to sustain, and, therefore, retail investors can adopt a strategy opposite to the FII strategy. 💼 Quality largecaps will soon bounce back. 💼 Pharmaceuticals have been resilient despite market weakness, and this trend can sustain. 💼 IT is likely to be strong in the near term, buoyed by the positive Accenture results and guidance. 💼 Gen AI is becoming a profit pool for IT companies. 💼 The negative response to the Fed’s commentary yesterday will be temporary. 💼 Recovery led by largecaps is possible in the near term. . . . #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets #StockMarket #inflation #GeojitOutlook #MarketUpdate #InvestmentOpportunity #EmergingMarkets

Market crises can feel overwhelming, but staying calm is key to making smart investment decisions. Swipe through our carousal to learn practical strategies for keeping your cool and stay grounded during uncertain times. #MarketCrisis #StayCalm #SmartInvesting #WealthBuilding #LongTermGoals #MarketVolatility #FinancialWisdom #MarketCrisis #StayCalm #SmartInvesting #WealthBuilding #LongTermGoals #MarketVolatility #FinancialWisdom